|
6201
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$137M
|
-$22.3K
|
-0%
|
0.2%
|
41.8%
|
41
|
4.88%
|
|
|
6202
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$137M
|
+$3.71M
|
+3%
|
0.41%
|
57.4%
|
136
|
7.35%
|
|
|
6203
|
Lowery Thomas LLC
Pebble Beach,
California
|
$137M
|
+$6.43M
|
+5%
|
3.74%
|
55.8%
|
47
|
4.26%
|
|
|
6204
|
|
$137M
|
-$26.7M
|
-16%
|
6.45%
|
82.8%
|
31
|
41.94%
|
|
|
6205
|
Greenhouse Wealth Management
Westport,
Connecticut
|
$137M
|
+$3.54M
|
+3%
|
2.98%
|
65.7%
|
60
|
6.67%
|
|
|
6206
|
WealthTrust Asset Management
Destin,
Florida
|
$137M
|
+$5.62M
|
+4%
|
6.01%
|
97.9%
|
99
|
25.25%
|
|
|
6207
|
|
$137M
|
-$2.17M
|
-2%
|
0.43%
|
–
|
40
|
2.5%
|
|
|
6208
|
International City Management Association Retirement Corp
Washington,
District of Columbia
|
$137M
|
+$17.2M
|
+14%
|
0.09%
|
35.2%
|
8
|
50%
|
|
|
6209
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$137M
|
+$8.38M
|
+7%
|
0.71%
|
24%
|
44
|
63.64%
|
|
|
6210
|
Penney Financial
Houston,
Texas
|
$137M
|
+$1.32M
|
+1%
|
1.17%
|
–
|
34
|
2.94%
|
|
|
6211
|
Spectrum Strategic Capital Management
Corvallis,
Oregon
|
$137M
|
+$5.59M
|
+4%
|
4.25%
|
–
|
26
|
0%
|
|
|
6212
|
Visionary Horizons
Knoxville,
Tennessee
|
$137M
|
+$7.96M
|
+6%
|
1.22%
|
–
|
85
|
11.76%
|
|
|
6213
|
Gate City Capital Management
Chicago,
Illinois
|
$137M
|
+$2.94M
|
+2%
|
1.07%
|
–
|
17
|
35.29%
|
|
|
6214
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
$137M
|
+$1.21M
|
+0.9%
|
1.98%
|
–
|
36
|
36.11%
|
|
|
6215
|
Epacria Capital Partners
Boulder,
Colorado
|
$136M
|
-$1.58M
|
-1%
|
2.04%
|
85.8%
|
60
|
18.33%
|
|
|
6216
|
AHL Investment Management
Winter Park,
Florida
|
$136M
|
+$6M
|
+5%
|
0.81%
|
57.7%
|
69
|
8.7%
|
|
|
6217
|
Banco de Sabadell
Miami,
Florida
|
$136M
|
+$2.04M
|
+2%
|
3.19%
|
66%
|
60
|
0%
|
|
|
6218
|
Heritage Wealth Management (California)
San Diego,
California
|
$136M
|
+$3.86M
|
+3%
|
2.58%
|
–
|
128
|
14.06%
|
|
|
6219
|
|
$136M
|
+$1.32M
|
+1%
|
2.48%
|
54.6%
|
29
|
0%
|
|
|
6220
|
26North Partners
New York
|
$136M
|
+$5.45M
|
+4%
|
4.09%
|
66.2%
|
1
|
0%
|
|
|
6221
|
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
|
$136M
|
+$15.6M
|
+13%
|
6.61%
|
–
|
102
|
6.86%
|
|
|
6222
|
Shearwater Capital
Denver,
Colorado
|
$136M
|
+$427K
|
+0.3%
|
0.4%
|
64.2%
|
43
|
0%
|
|
|
6223
|
SQN Investors
Menlo Park,
California
|
$136M
|
-$18.6M
|
-12%
|
7.12%
|
–
|
23
|
30.43%
|
|
|
6224
|
Valley Financial Group
Ambler,
Pennsylvania
|
$136M
|
+$4.62M
|
+4%
|
0.46%
|
–
|
58
|
5.17%
|
|
|
6225
|
|
$136M
|
+$2.81M
|
+2%
|
8.91%
|
80.7%
|
5
|
0%
|
|