|
6101
|
Mittelman Wealth Management
Andover,
Massachusetts
|
$148M
|
–
|
–
|
7.83%
|
–
|
64
|
–
|
|
|
6102
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
$148M
|
+$14.1M
|
+11%
|
4.81%
|
34.4%
|
84
|
23.81%
|
|
|
6103
|
Fairway Wealth
Independence,
Ohio
|
$148M
|
+$16.8M
|
+13%
|
5.45%
|
–
|
80
|
8.75%
|
|
|
6104
|
Kaizen Financial Strategies
Campbell,
California
|
$147M
|
+$15.5M
|
+12%
|
8.89%
|
116%
|
141
|
24.11%
|
|
|
6105
|
HBC Financial Services
Seattle,
Washington
|
$147M
|
-$53K
|
-0%
|
7.23%
|
12.6%
|
196
|
16.84%
|
|
|
6106
|
Cobblestone Asset Management
Richmond,
Virginia
|
$147M
|
+$11.8M
|
+9%
|
5.75%
|
50.6%
|
49
|
28.57%
|
|
|
6107
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$147M
|
+$10.1M
|
+7%
|
8.63%
|
94%
|
48
|
4.17%
|
|
|
6108
|
BCK Capital Management
Stamford,
Connecticut
|
$147M
|
+$45.4M
|
+45%
|
9.03%
|
161%
|
102
|
54.9%
|
|
|
6109
|
Sivia Capital Partners
Mill Valley,
California
|
$147M
|
+$15.9M
|
+12%
|
13.3%
|
–
|
200
|
12.5%
|
|
|
6110
|
Lakewood Asset Management
Naperville,
Illinois
|
$147M
|
+$18.4M
|
+14%
|
10.8%
|
65.3%
|
118
|
10.17%
|
|
|
6111
|
Platinum Equity
Beverly Hills,
California
|
$147M
|
-$570K
|
-0.4%
|
1.27%
|
52.7%
|
7
|
14.29%
|
|
|
6112
|
Avory & Company
Miami,
Florida
|
$147M
|
+$3.98M
|
+3%
|
0.08%
|
61.6%
|
30
|
10%
|
|
|
6113
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$147M
|
+$19.3M
|
+15%
|
22.8%
|
131%
|
102
|
4.9%
|
|
|
6114
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$147M
|
+$12M
|
+9%
|
8.85%
|
70.6%
|
562
|
27.58%
|
|
|
6115
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$147M
|
+$22.9M
|
+19%
|
7.16%
|
55.1%
|
80
|
21.25%
|
|
|
6116
|
Summit Wealth Group
White River Junction,
Vermont
|
$147M
|
+$19M
|
+15%
|
6.49%
|
53%
|
44
|
6.82%
|
|
|
6117
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$147M
|
+$9.12M
|
+7%
|
6.92%
|
54%
|
69
|
8.7%
|
|
|
6118
|
Charles Schwab Trust Bank
Henderson,
Nevada
|
$147M
|
–
|
–
|
5.91%
|
–
|
1
|
–
|
|
|
6119
|
Trevian Wealth Management
Weston,
Massachusetts
|
$147M
|
+$18.2M
|
+14%
|
9.43%
|
94.1%
|
32
|
15.63%
|
|
|
6120
|
Granite Harbor Advisors
Houston,
Texas
|
$147M
|
+$13.5M
|
+10%
|
8.3%
|
61.5%
|
83
|
13.25%
|
|
|
6121
|
Successful Portfolios
Clearwater,
Florida
|
$147M
|
+$12.8M
|
+10%
|
11.8%
|
101%
|
177
|
7.34%
|
|
|
6122
|
V2 Financial group
Naperville,
Illinois
|
$147M
|
+$2.78M
|
+2%
|
5.75%
|
63.3%
|
75
|
12%
|
|
|
6123
|
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
$147M
|
-$97M
|
-40%
|
6.88%
|
187%
|
27
|
40.74%
|
|
|
6124
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$146M
|
+$5.78M
|
+4%
|
10.7%
|
104%
|
108
|
1.85%
|
|
|
6125
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$146M
|
-$689K
|
-0.5%
|
7.89%
|
–
|
179
|
34.08%
|
|