|
6101
|
Catherine Avery Investment Management
Longboat Key,
Florida
|
$229M
|
+$5.55M
|
+2%
|
15%
|
–
|
173
|
41.04%
|
|
|
6102
|
Paul R. Ried Financial Group
Bellevue,
Washington
|
$229M
|
+$13.8M
|
+6%
|
6.75%
|
–
|
47
|
12.77%
|
|
|
6103
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$229M
|
+$39.1M
|
+21%
|
12.7%
|
67.4%
|
551
|
9.07%
|
|
|
6104
|
Painted Porch Advisors
Santa Barbara,
California
|
$229M
|
+$19.3M
|
+9%
|
9.76%
|
–
|
81
|
24.69%
|
|
|
6105
|
Asset Advisory Group
Kinnelon,
New Jersey
|
$229M
|
+$29.5M
|
+15%
|
13.2%
|
–
|
126
|
8.73%
|
|
|
6106
|
tru Independence
Portland,
Oregon
|
$229M
|
+$26.5M
|
+13%
|
11.3%
|
55.7%
|
110
|
9.09%
|
|
|
6107
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
$229M
|
+$55.4M
|
+32%
|
29.4%
|
–
|
1,099
|
79.34%
|
|
|
6108
|
Wildcat Capital Management
New York
|
$229M
|
+$122M
|
+115%
|
120%
|
126%
|
3
|
33.33%
|
|
|
6109
|
Dow Chemical Company
Midland,
Michigan
|
$228M
|
-$10.3M
|
-4%
|
2.29%
|
29.4%
|
6
|
50%
|
|
|
6110
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$228M
|
+$20.1M
|
+10%
|
11%
|
95.2%
|
116
|
13.79%
|
|
|
6111
|
Benchmark Investment Advisors
Chicago,
Illinois
|
$228M
|
+$56M
|
+33%
|
56.3%
|
–
|
79
|
15.19%
|
|
|
6112
|
Menlo Advisors
Menlo Park,
California
|
$228M
|
+$5.34M
|
+2%
|
8.2%
|
108%
|
33
|
18.18%
|
|
|
6113
|
Adalta Capital Management
New York
|
$228M
|
+$18.7M
|
+9%
|
16%
|
80.4%
|
108
|
14.81%
|
|
|
6114
|
Mission Hills Financial Advisory
San Diego,
California
|
$228M
|
+$32.3M
|
+17%
|
7.52%
|
–
|
89
|
39.33%
|
|
|
6115
|
Capital Square
Chattanooga,
Tennessee
|
$228M
|
+$10.6M
|
+5%
|
10.5%
|
53.1%
|
252
|
14.68%
|
|
|
6116
|
Castleview Partners
Dallas,
Texas
|
$228M
|
+$32.4M
|
+17%
|
8.05%
|
54.5%
|
251
|
31.47%
|
|
|
6117
|
Beartown Capital Management
Huntington Woods,
Michigan
|
$227M
|
+$18.8M
|
+9%
|
63.1%
|
–
|
56
|
51.79%
|
|
|
6118
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$227M
|
+$32.6M
|
+17%
|
26%
|
132%
|
220
|
14.09%
|
|
|
6119
|
Signet Investment Advisory Group
Providence,
Rhode Island
|
$227M
|
+$9.06M
|
+4%
|
6.12%
|
59.6%
|
73
|
5.48%
|
|
|
6120
|
KRM Wealth Management
Reno,
Nevada
|
$227M
|
+$35.3M
|
+18%
|
9.98%
|
–
|
47
|
10.64%
|
|
|
6121
|
Next Level Wealth Planning
Meridian,
Idaho
|
$227M
|
+$32.5M
|
+17%
|
17.2%
|
–
|
76
|
6.58%
|
|
|
6122
|
Flower City Capital
Pittsford,
New York
|
$227M
|
+$27.8M
|
+14%
|
13.4%
|
60.7%
|
49
|
6.12%
|
|
|
6123
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$227M
|
+$39.9M
|
+21%
|
9.86%
|
–
|
132
|
12.12%
|
|
|
6124
|
TFB Advisors
Overland Park,
Kansas
|
$227M
|
+$36M
|
+19%
|
18%
|
80.4%
|
199
|
14.07%
|
|
|
6125
|
Smith Thornton Advisors
Huntsville,
Alabama
|
$227M
|
+$28.4M
|
+14%
|
11.4%
|
–
|
146
|
15.07%
|
|