|
6051
|
New Millennium Group
Sandy,
Utah
|
$181M
|
+$28.2M
|
+19%
|
20.2%
|
176%
|
501
|
20.36%
|
|
|
6052
|
|
$180M
|
+$13.4M
|
+8%
|
8.57%
|
95.2%
|
19
|
5.26%
|
|
|
6053
|
BostonPremier Wealth
Hanover,
Massachusetts
|
$180M
|
+$19.2M
|
+12%
|
9.91%
|
–
|
66
|
16.67%
|
|
|
6054
|
Bright Financial Advisors
Portage,
Michigan
|
$180M
|
+$17.4M
|
+11%
|
6.61%
|
–
|
58
|
5.17%
|
|
|
6055
|
Olistico Wealth
Tulsa,
Oklahoma
|
$180M
|
+$18.4M
|
+11%
|
11.8%
|
95.8%
|
398
|
20.85%
|
|
|
6056
|
Prudent Man Investment Management
Louisville,
Colorado
|
$180M
|
-$353K
|
-0.2%
|
5.35%
|
–
|
169
|
0%
|
|
|
6057
|
Purkiss Capital Advisors
Ridgefield,
Connecticut
|
$180M
|
+$47.4M
|
+36%
|
7.25%
|
–
|
157
|
33.12%
|
|
|
6058
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$180M
|
+$16.3M
|
+10%
|
14.4%
|
82.7%
|
445
|
24.04%
|
|
|
6059
|
Western Standard LLC
Los Angeles,
California
|
$180M
|
+$9.65M
|
+6%
|
17.1%
|
68.9%
|
31
|
41.94%
|
|
|
6060
|
Cosner Financial Group
Windsor,
Colorado
|
$180M
|
+$16.1M
|
+10%
|
8.05%
|
39.5%
|
38
|
10.53%
|
|
|
6061
|
Heronetta Management
New York
|
$180M
|
-$3.49M
|
-2%
|
1.75%
|
59.7%
|
25
|
4%
|
|
|
6062
|
TLW Wealth Management
Indian Rocks Beach,
Florida
|
$179M
|
+$12.9M
|
+8%
|
7.8%
|
82.9%
|
18
|
16.67%
|
|
|
6063
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$179M
|
+$8.5M
|
+5%
|
8.9%
|
54.1%
|
47
|
17.02%
|
|
|
6064
|
Axiom Financial Strategies
New Albany,
Indiana
|
$179M
|
+$10.6M
|
+6%
|
9.36%
|
41.2%
|
57
|
45.61%
|
|
|
6065
|
Alcosta Capital Management
San Ramon,
California
|
$179M
|
+$29.4M
|
+20%
|
22.6%
|
169%
|
28
|
14.29%
|
|
|
6066
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$179M
|
+$5.13M
|
+3%
|
7.53%
|
58.7%
|
50
|
4%
|
|
|
6067
|
Granby Capital Management
Miami Beach,
Florida
|
$179M
|
-$6.42M
|
-3%
|
6.21%
|
40.9%
|
21
|
19.05%
|
|
|
6068
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$179M
|
+$20.2M
|
+13%
|
11.5%
|
78.6%
|
121
|
14.05%
|
|
|
6069
|
WealthCollab
Bellevue,
Washington
|
$179M
|
+$17M
|
+10%
|
9.3%
|
–
|
1,027
|
18.7%
|
|
|
6070
|
MOKAN Wealth Management
Overland Park,
Kansas
|
$179M
|
+$13M
|
+8%
|
4.77%
|
–
|
85
|
16.47%
|
|
|
6071
|
Athena Investment Management
Orinda,
California
|
$179M
|
+$13.8M
|
+8%
|
9.24%
|
59.8%
|
155
|
5.81%
|
|
|
6072
|
Harper Investing
Santa Clara,
California
|
$179M
|
+$28M
|
+19%
|
13.1%
|
53.4%
|
62
|
25.81%
|
|
|
6073
|
Delta Capital Management
Red Bank,
New Jersey
|
$179M
|
+$6.48M
|
+4%
|
6.32%
|
125%
|
105
|
5.71%
|
|
|
6074
|
Eagle Wealth Strategies
West Deptford,
New Jersey
|
$179M
|
+$15.8M
|
+10%
|
7.99%
|
–
|
109
|
14.68%
|
|
|
6075
|
Solas Capital Management
Darien,
Connecticut
|
$179M
|
+$956K
|
+0.5%
|
12.6%
|
41.5%
|
26
|
42.31%
|
|