|
6076
|
Aufman Associates
Sewickley,
Pennsylvania
|
$133M
|
+$13.3M
|
+11%
|
12.6%
|
76.4%
|
43
|
0%
|
|
|
6077
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$132M
|
+$4.3M
|
+3%
|
7.91%
|
52.4%
|
95
|
7.37%
|
|
|
6078
|
Piper Sandler & Co
Minneapolis,
Minnesota
|
$132M
|
+$26.8M
|
+25%
|
0.99%
|
0.04%
|
20
|
10%
|
|
|
6079
|
Bridgefront Capital
Austin,
Texas
|
$132M
|
-$10.2M
|
-7%
|
11.3%
|
38.1%
|
597
|
80.07%
|
|
|
6080
|
Matrix Private Capital Group
New York
|
$132M
|
-$1.64M
|
-1%
|
9.15%
|
56%
|
179
|
24.58%
|
|
|
6081
|
Palo Alto Wealth Advisors
Palo Alto,
California
|
$132M
|
+$12.4M
|
+10%
|
10.5%
|
108%
|
42
|
16.67%
|
|
|
6082
|
Fischer Investment Strategies
Westlake Village,
California
|
$132M
|
+$33.8M
|
+34%
|
11.2%
|
81%
|
38
|
60.53%
|
|
|
6083
|
SCP Investment
Orinda,
California
|
$132M
|
+$707K
|
+0.5%
|
7.31%
|
48.7%
|
61
|
45.9%
|
|
|
6084
|
Clarus Group
Houston,
Texas
|
$132M
|
-$5.66M
|
-4%
|
6.42%
|
65.5%
|
117
|
18.8%
|
|
|
6085
|
Werlinich Asset Management
Stamford,
Connecticut
|
$132M
|
+$10.9M
|
+9%
|
14%
|
215%
|
61
|
13.11%
|
|
|
6086
|
BML Capital Management
Zionsville,
Indiana
|
$132M
|
+$23.1M
|
+21%
|
1.82%
|
395%
|
38
|
39.47%
|
|
|
6087
|
Kaizen Financial Strategies
Campbell,
California
|
$132M
|
+$13.6M
|
+12%
|
12.4%
|
90.5%
|
129
|
21.71%
|
|
|
6088
|
Q Global Advisors
Fort Worth,
Texas
|
$132M
|
-$23.5M
|
-15%
|
27.1%
|
58.3%
|
160
|
30.63%
|
|
|
6089
|
Marlin Sams Capital Management
New York
|
$132M
|
+$26.1M
|
+25%
|
20.3%
|
53.1%
|
2
|
0%
|
|
|
6090
|
Banco de Sabadell
Miami,
Florida
|
$132M
|
+$16.5M
|
+14%
|
10.9%
|
66%
|
85
|
7.06%
|
|
|
6091
|
Beaumont Capital Management
Boston,
Massachusetts
|
$132M
|
-$6.98M
|
-5%
|
8.54%
|
40.9%
|
51
|
37.25%
|
|
|
6092
|
Marmo Financial Group
Johnson City,
Tennessee
|
$132M
|
+$26.3M
|
+25%
|
12.2%
|
47.5%
|
19
|
10.53%
|
|
|
6093
|
BluePointe Capital Management
Menlo Park,
California
|
$132M
|
–
|
–
|
12.9%
|
–
|
87
|
–
|
|
|
6094
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$132M
|
+$10M
|
+8%
|
7.7%
|
29.6%
|
16
|
6.25%
|
|
|
6095
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$132M
|
+$24.4M
|
+23%
|
9.62%
|
44.4%
|
75
|
10.67%
|
|
|
6096
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$131M
|
+$17.9M
|
+16%
|
15.2%
|
71.1%
|
83
|
8.43%
|
|
|
6097
|
AIFG Consultants
Halfmoon,
New York
|
$131M
|
+$10.9M
|
+9%
|
8.05%
|
49.8%
|
42
|
21.43%
|
|
|
6098
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$131M
|
+$14.3M
|
+12%
|
8.85%
|
58.2%
|
87
|
19.54%
|
|
|
6099
|
Urban Financial Advisory Corp
Chicago,
Illinois
|
$131M
|
–
|
–
|
10.4%
|
–
|
21
|
–
|
|
|
6100
|
Aurora Investment Managers
Naples,
Florida
|
$131M
|
+$13.4M
|
+11%
|
10.9%
|
47%
|
50
|
14%
|
|