|
6201
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$149M
|
+$5.13M
|
+4%
|
5.44%
|
61.9%
|
84
|
20.24%
|
|
|
6202
|
Ledgewood Wealth Advisors
Exeter,
New Hampshire
|
$148M
|
+$32.5M
|
+28%
|
9.26%
|
–
|
72
|
16.67%
|
|
|
6203
|
Motiv8 Investments
Port St. Lucie,
Florida
|
$148M
|
+$14M
|
+10%
|
5.07%
|
–
|
88
|
11.36%
|
|
|
6204
|
Capricorn Fund Managers
London,
United Kingdom
|
$148M
|
+$6.65M
|
+5%
|
4.74%
|
169%
|
60
|
20%
|
|
|
6205
|
Greenhouse Wealth Management
Westport,
Connecticut
|
$148M
|
+$11.5M
|
+8%
|
5.99%
|
65.7%
|
60
|
6.67%
|
|
|
6206
|
STAR Financial Bank
Fort Wayne,
Indiana
|
$148M
|
+$18.6M
|
+14%
|
5.31%
|
48.4%
|
126
|
17.46%
|
|
|
6207
|
Norwood Investment Partners
Mill Valley,
California
|
$148M
|
-$7.06M
|
-5%
|
3.09%
|
22.2%
|
14
|
35.71%
|
|
|
6208
|
Piper Sandler & Co
Minneapolis,
Minnesota
|
$148M
|
+$20.2M
|
+16%
|
0.02%
|
0.04%
|
38
|
7.89%
|
|
|
6209
|
Gouws Capital LLC
Charlotte,
North Carolina
|
$148M
|
+$8.37M
|
+6%
|
5.14%
|
114%
|
45
|
11.11%
|
|
|
6210
|
Palliser Capital (UK)
London,
United Kingdom
|
$148M
|
+$48.4M
|
+49%
|
15.5%
|
74.2%
|
11
|
9.09%
|
|
|
6211
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$148M
|
+$6.94M
|
+5%
|
5.92%
|
47.2%
|
136
|
21.32%
|
|
|
6212
|
Syntax Research
Boca Raton,
Florida
|
$148M
|
+$21.6M
|
+17%
|
5.19%
|
–
|
201
|
18.41%
|
|
|
6213
|
Exome Asset Management
New York
|
$148M
|
+$35.6M
|
+32%
|
11.9%
|
–
|
82
|
64.63%
|
|
|
6214
|
Walker Financial Services
Bowling Green,
Kentucky
|
$148M
|
+$20M
|
+16%
|
4.96%
|
18.9%
|
30
|
16.67%
|
|
|
6215
|
Global Wealth Management
Kingston,
New Jersey
|
$148M
|
–
|
–
|
5.46%
|
–
|
26
|
–
|
|
|
6216
|
Successful Portfolios
Clearwater,
Florida
|
$148M
|
+$4.67M
|
+3%
|
5.42%
|
101%
|
169
|
10.06%
|
|
|
6217
|
Stephenson & Company
San Clemente,
California
|
$148M
|
+$12.9M
|
+10%
|
7.52%
|
–
|
39
|
7.69%
|
|
|
6218
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$148M
|
+$10.4M
|
+8%
|
6.82%
|
41.8%
|
42
|
4.76%
|
|
|
6219
|
Sterling Manor Financial
Saratoga Springs,
New York
|
$148M
|
+$16.3M
|
+12%
|
6.4%
|
42.4%
|
31
|
32.26%
|
|
|
6220
|
National Wealth Management Group
Cincinnati,
Ohio
|
$148M
|
+$16.4M
|
+12%
|
5.77%
|
123%
|
172
|
42.44%
|
|
|
6221
|
RiverTree Advisors
Winter Park,
Florida
|
$147M
|
+$1.14M
|
+0.8%
|
2.92%
|
25.4%
|
36
|
19.44%
|
|
|
6222
|
Lowery Thomas LLC
Pebble Beach,
California
|
$147M
|
+$10.3M
|
+8%
|
4.64%
|
55.8%
|
53
|
15.09%
|
|
|
6223
|
Spectrum Strategic Capital Management
Corvallis,
Oregon
|
$147M
|
+$10.6M
|
+8%
|
4.47%
|
–
|
29
|
13.79%
|
|
|
6224
|
Advantage Trust Company
Salina,
Kansas
|
$147M
|
+$8M
|
+6%
|
5.95%
|
–
|
177
|
20.9%
|
|
|
6225
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$147M
|
+$6.32M
|
+4%
|
5.22%
|
64.5%
|
119
|
11.76%
|
|