|
6101
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$195M
|
-$7.45M
|
-4%
|
1.51%
|
132%
|
208
|
17.31%
|
|
|
6102
|
Symphony Financial Services
Akron,
Ohio
|
$195M
|
-$271K
|
-0.1%
|
0.78%
|
–
|
107
|
12.15%
|
|
|
6103
|
Wynn Capital
Augusta,
Georgia
|
$195M
|
-$11.2M
|
-5%
|
4.06%
|
–
|
109
|
1.83%
|
|
|
6104
|
Next Level Wealth Planning
Meridian,
Idaho
|
$195M
|
+$6.79M
|
+4%
|
1.07%
|
–
|
73
|
9.59%
|
|
|
6105
|
Clayton Financial Group
St. Louis,
Missouri
|
$195M
|
-$1.45M
|
-0.7%
|
0.7%
|
–
|
641
|
10.61%
|
|
|
6106
|
Exit Wealth Advisors
Atlanta,
Georgia
|
$195M
|
+$25.4M
|
+15%
|
1.36%
|
–
|
166
|
45.78%
|
|
|
6107
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$194M
|
+$9.64M
|
+5%
|
0.67%
|
55%
|
67
|
5.97%
|
|
|
6108
|
Kane Investment Management
Los Gatos,
California
|
$194M
|
-$11.7M
|
-6%
|
1.54%
|
–
|
107
|
19.63%
|
|
|
6109
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$194M
|
+$6M
|
+3%
|
0.93%
|
32.6%
|
50
|
12%
|
|
|
6110
|
Pettee Investors
Rowayton,
Connecticut
|
$194M
|
+$15.9M
|
+9%
|
0.29%
|
96.1%
|
119
|
10.08%
|
|
|
6111
|
17 Capital Partners
Pheonix,
Arizona
|
$194M
|
+$139K
|
+0.1%
|
3.6%
|
–
|
183
|
18.03%
|
|
|
6112
|
OEP Capital Advisors
New York
|
$194M
|
+$56.5M
|
+41%
|
19.5%
|
23.2%
|
1
|
0%
|
|
|
6113
|
IFS Advisors
Overland Park,
Kansas
|
$194M
|
+$1.57M
|
+0.8%
|
0.92%
|
48.3%
|
220
|
14.09%
|
|
|
6114
|
True Vision MN
Woodbury,
Minnesota
|
$194M
|
-$2.87M
|
-1%
|
1.07%
|
–
|
129
|
37.98%
|
|
|
6115
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$194M
|
-$1.48M
|
-0.8%
|
1.14%
|
–
|
131
|
8.4%
|
|
|
6116
|
Evergreen Wealth Management
Williamston,
Michigan
|
$194M
|
-$4.85M
|
-2%
|
3.27%
|
62.1%
|
58
|
13.79%
|
|
|
6117
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
|
$194M
|
-$11.8M
|
-6%
|
8.01%
|
105%
|
146
|
3.42%
|
|
|
6118
|
Sea Cliff Partners Management
San Francisco,
California
|
$194M
|
-$43.6M
|
-18%
|
2.07%
|
–
|
14
|
14.29%
|
|
|
6119
|
Rainwater Charitable Foundation
Fort Worth,
Texas
|
$194M
|
+$24.2M
|
+14%
|
2.7%
|
40.2%
|
4
|
0%
|
|
|
6120
|
VVR Holdings
Bellingham,
Washington
|
$194M
|
+$1.19M
|
+0.6%
|
2.34%
|
–
|
45
|
28.89%
|
|
|
6121
|
BankPlus Wealth Management
Jackson,
Mississippi
|
$194M
|
+$12.4M
|
+7%
|
1.67%
|
–
|
126
|
19.05%
|
|
|
6122
|
Legal Advantage Investments
Los Altos Hills,
California
|
$194M
|
-$22.5M
|
-10%
|
2.22%
|
105%
|
91
|
21.98%
|
|
|
6123
|
BostonPremier Wealth
Hanover,
Massachusetts
|
$194M
|
-$1.62M
|
-0.8%
|
1.92%
|
–
|
74
|
12.16%
|
|
|
6124
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$193M
|
-$11.7M
|
-6%
|
2.82%
|
138%
|
110
|
37.27%
|
|
|
6125
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$193M
|
-$11.3M
|
-6%
|
0.93%
|
40%
|
61
|
4.92%
|
|