|
6201
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$131M
|
–
|
–
|
8.97%
|
–
|
97
|
–
|
|
|
6202
|
Byrne Asset Management
Kingston,
New Jersey
|
$131M
|
+$10.4M
|
+9%
|
13.3%
|
116%
|
601
|
36.61%
|
|
|
6203
|
Chapman Investment Management
San Anselmo,
California
|
$131M
|
+$13.2M
|
+11%
|
14.9%
|
44%
|
36
|
5.56%
|
|
|
6204
|
Sivia Capital Partners
Mill Valley,
California
|
$131M
|
–
|
–
|
13.8%
|
–
|
186
|
–
|
|
|
6205
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$131M
|
+$16.5M
|
+14%
|
11.1%
|
55.3%
|
432
|
9.03%
|
|
|
6206
|
Apricus Wealth
Beaufort,
South Carolina
|
$131M
|
+$16.9M
|
+15%
|
7.02%
|
78.8%
|
89
|
12.36%
|
|
|
6207
|
Mills Wealth Advisors
Southlake,
Texas
|
$131M
|
+$6.32M
|
+5%
|
5.66%
|
37.4%
|
54
|
14.81%
|
|
|
6208
|
Objective Capital Management
Pepper Pike,
Ohio
|
$131M
|
+$18.5M
|
+16%
|
11.1%
|
–
|
122
|
18.03%
|
|
|
6209
|
Robocap Asset Management
London,
United Kingdom
|
$131M
|
+$26.2M
|
+25%
|
23.8%
|
259%
|
26
|
3.85%
|
|
|
6210
|
Ables Iannone Moore & Associates
Savannah,
Georgia
|
$131M
|
–
|
–
|
11.6%
|
–
|
307
|
–
|
|
|
6211
|
Fogel Capital Management
Stuart,
Florida
|
$131M
|
–
|
–
|
9.5%
|
–
|
33
|
–
|
|
|
6212
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$131M
|
+$13.9M
|
+12%
|
11.8%
|
74.1%
|
59
|
13.56%
|
|
|
6213
|
Ervin Investment Management
Seattle,
Washington
|
$131M
|
+$11.6M
|
+10%
|
9.19%
|
84.3%
|
36
|
5.56%
|
|
|
6214
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$131M
|
+$13.6M
|
+12%
|
11.7%
|
114%
|
117
|
6.84%
|
|
|
6215
|
Burr Financial Services
Pleasant Hill,
California
|
$131M
|
–
|
–
|
18%
|
–
|
34
|
–
|
|
|
6216
|
H&F Corporate Investors IX
San Francisco,
California
|
$131M
|
-$19.6M
|
-13%
|
13%
|
62.7%
|
1
|
0%
|
|
|
6217
|
Pring Turner Capital Group
Alamo,
California
|
$131M
|
+$11.4M
|
+10%
|
10.9%
|
70.8%
|
66
|
7.58%
|
|
|
6218
|
PPS&V Asset Management Consultants
Portage,
Michigan
|
$131M
|
+$14.7M
|
+13%
|
9.53%
|
71.1%
|
41
|
9.76%
|
|
|
6219
|
Lummis Asset Management
Fort Worth,
Texas
|
$131M
|
–
|
–
|
8.85%
|
–
|
174
|
–
|
|
|
6220
|
Fairway Wealth
Independence,
Ohio
|
$131M
|
–
|
–
|
9.45%
|
–
|
74
|
–
|
|
|
6221
|
Defined Wealth Management
Beaverton,
Oregon
|
$131M
|
+$13.4M
|
+11%
|
11%
|
70.3%
|
103
|
8.74%
|
|
|
6222
|
Battery Global Advisors
Boston,
Massachusetts
|
$131M
|
–
|
–
|
12.5%
|
–
|
41
|
–
|
|
|
6223
|
Bridgewealth Advisory Group
Fresno,
California
|
$131M
|
+$49.1M
|
+60%
|
7.42%
|
39.1%
|
84
|
28.57%
|
|
|
6224
|
Kopion Asset Management
Mckinney,
Texas
|
$130M
|
+$18.3M
|
+16%
|
18.6%
|
67.1%
|
19
|
10.53%
|
|
|
6225
|
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
|
$130M
|
+$72.5M
|
+125%
|
125%
|
407%
|
1
|
0%
|
|