|
6051
|
SWP Financial
San Diego,
California
|
$151M
|
+$8.53M
|
+6%
|
2.53%
|
–
|
53
|
15.09%
|
|
|
6052
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$151M
|
-$1.43M
|
-0.9%
|
1.46%
|
53.8%
|
49
|
2.04%
|
|
|
6053
|
CMG Global Holdings
Plano,
Texas
|
$151M
|
+$5.64M
|
+4%
|
2.91%
|
79.4%
|
95
|
6.32%
|
|
|
6054
|
Ables Iannone Moore & Associates
Savannah,
Georgia
|
$151M
|
+$11.2M
|
+8%
|
9.9%
|
–
|
74
|
28.38%
|
|
|
6055
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$151M
|
+$29M
|
+24%
|
3.17%
|
60.7%
|
125
|
23.2%
|
|
|
6056
|
Battery Global Advisors
Boston,
Massachusetts
|
$151M
|
+$27.8M
|
+23%
|
2.8%
|
–
|
41
|
29.27%
|
|
|
6057
|
Pacific Capital Partners
London,
|
$151M
|
-$1.76M
|
-1%
|
1.6%
|
49.8%
|
63
|
15.87%
|
|
|
6058
|
Kestrel Investment Management
San Mateo,
California
|
$151M
|
+$1.2M
|
+0.8%
|
3.28%
|
89.2%
|
44
|
31.82%
|
|
|
6059
|
Ballew Advisors
Jackson,
Mississippi
|
$151M
|
+$6.03M
|
+4%
|
2.38%
|
62.3%
|
105
|
6.67%
|
|
|
6060
|
Chaney Capital Management
Lynnwood,
Washington
|
$151M
|
+$26.5M
|
+21%
|
5.72%
|
–
|
38
|
23.68%
|
|
|
6061
|
Strategic Value Bank Partners
Cleveland,
Ohio
|
$151M
|
-$2.03M
|
-1%
|
1.01%
|
98.1%
|
22
|
0%
|
|
|
6062
|
Evergreen Wealth Management
Williamston,
Michigan
|
$151M
|
+$3.19M
|
+2%
|
2.87%
|
62.1%
|
55
|
0%
|
|
|
6063
|
Archvest Wealth Advisors
Concord,
California
|
$151M
|
+$9.41M
|
+7%
|
1.54%
|
47.8%
|
65
|
16.92%
|
|
|
6064
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
$151M
|
+$16.9M
|
+13%
|
1.08%
|
–
|
83
|
18.07%
|
|
|
6065
|
Guardian Financial Partners
Orange,
California
|
$151M
|
+$4.87M
|
+3%
|
1.82%
|
50.2%
|
46
|
4.35%
|
|
|
6066
|
Cornerstone Enterprises
Appleton,
Wisconsin
|
$151M
|
+$14.7M
|
+11%
|
7.61%
|
–
|
35
|
5.71%
|
|
|
6067
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$150M
|
+$8.86M
|
+6%
|
8.24%
|
114%
|
126
|
7.94%
|
|
|
6068
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$150M
|
-$3.79M
|
-2%
|
4.72%
|
91.4%
|
133
|
10.53%
|
|
|
6069
|
Highlander Partners
Dallas,
Texas
|
$150M
|
+$6.05M
|
+4%
|
2.65%
|
241%
|
41
|
7.32%
|
|
|
6070
|
Philip James Wealth Mangement
Milton,
Georgia
|
$150M
|
+$9.07M
|
+6%
|
1.48%
|
–
|
84
|
21.43%
|
|
|
6071
|
Sutton Place Investors
Katonah,
New York
|
$150M
|
-$51.8M
|
-26%
|
2.99%
|
74.3%
|
156
|
28.85%
|
|
|
6072
|
Williams Financial
North Bennington,
Vermont
|
$150M
|
-$26.6K
|
-0%
|
0.74%
|
28.5%
|
20
|
20%
|
|
|
6073
|
Ravenstone Capital Management
Toronto,
|
$150M
|
-$172K
|
-0.1%
|
1.95%
|
63%
|
36
|
8.33%
|
|
|
6074
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$150M
|
+$1.17M
|
+0.8%
|
3.16%
|
61.1%
|
125
|
8%
|
|
|
6075
|
Minerva Advisors
Bala Cynwyd,
Pennsylvania
|
$150M
|
-$13.3M
|
-8%
|
0.12%
|
166%
|
60
|
6.67%
|
|