|
6226
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$109M
|
-$18.7M
|
-15%
|
5.94%
|
54.1%
|
30
|
33.33%
|
|
|
6227
|
ClientFirst Wealth Management
Little Rock,
Arkansas
|
$109M
|
-$2.81M
|
-3%
|
4.57%
|
–
|
30
|
0%
|
|
|
6228
|
Shearwater Capital
Denver,
Colorado
|
$109M
|
-$7.55M
|
-7%
|
6.59%
|
64.2%
|
38
|
2.63%
|
|
|
6229
|
Lane Generational
Dover,
Massachusetts
|
$109M
|
-$7.67M
|
-7%
|
9.85%
|
148%
|
38
|
18.42%
|
|
|
6230
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$108M
|
+$6.4M
|
+6%
|
9.23%
|
113%
|
87
|
19.54%
|
|
|
6231
|
Euclidean Technologies Management
Seattle,
Washington
|
$108M
|
-$11.3M
|
-9%
|
6.9%
|
124%
|
102
|
30.39%
|
|
|
6232
|
Darrow Company
Needham,
Massachusetts
|
$108M
|
-$5.15M
|
-5%
|
4.58%
|
41.1%
|
26
|
7.69%
|
|
|
6233
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$108M
|
+$8.42M
|
+8%
|
2.73%
|
96%
|
142
|
52.11%
|
|
|
6234
|
TCM Advisors
Martinsburg,
West Virginia
|
$108M
|
-$5.12M
|
-5%
|
3.15%
|
56.1%
|
57
|
98.25%
|
|
|
6235
|
Cross Staff Investments
Pittsford,
New York
|
$108M
|
-$3.82M
|
-3%
|
1.63%
|
81.2%
|
128
|
7.81%
|
|
|
6236
|
Credit Capital Investments
Livingston,
New Jersey
|
$108M
|
+$4.95M
|
+5%
|
2.04%
|
481%
|
78
|
64.1%
|
|
|
6237
|
MY Wealth Management
Germantown,
Maryland
|
$108M
|
-$5.81M
|
-5%
|
6.38%
|
36.1%
|
30
|
23.33%
|
|
|
6238
|
Redwood Financial Network
Solon,
Ohio
|
$108M
|
–
|
–
|
4.62%
|
74.1%
|
153
|
–
|
|
|
6239
|
Harper Investing
Santa Clara,
California
|
$108M
|
–
|
–
|
5.25%
|
53.4%
|
50
|
–
|
|
|
6240
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$108M
|
-$9.23M
|
-8%
|
4.87%
|
69.4%
|
82
|
35.37%
|
|
|
6241
|
|
$108M
|
+$22.1M
|
+26%
|
29.4%
|
–
|
25
|
44%
|
|
|
6242
|
Velan Capital Investment Management
Alpharetta,
Georgia
|
$108M
|
-$21.1M
|
-16%
|
9.6%
|
2,395%
|
31
|
38.71%
|
|
|
6243
|
Lynx1 Capital Management
San Juan,
Puerto Rico
|
$108M
|
-$6.91M
|
-6%
|
24.4%
|
883%
|
14
|
28.57%
|
|
|
6244
|
Corundum Group
Colorado Springs,
Colorado
|
$108M
|
-$46M
|
-30%
|
4.38%
|
80.5%
|
114
|
21.93%
|
|
|
6245
|
Terra Nova Asset Management
New York
|
$108M
|
-$25.9M
|
-19%
|
5.69%
|
158%
|
99
|
24.24%
|
|
|
6246
|
Platt Investment Counsel
Lake Mary,
Florida
|
$108M
|
-$9.69M
|
-8%
|
6.77%
|
58.9%
|
15
|
6.67%
|
|
|
6247
|
IDG China Venture Capital Fund V Associates
Hong Kong
|
$108M
|
-$127M
|
-54%
|
54.1%
|
7.34%
|
1
|
0%
|
|
|
6248
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$107M
|
-$16.8M
|
-14%
|
0.89%
|
182%
|
94
|
26.6%
|
|
|
6249
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$107M
|
-$28.9M
|
-21%
|
4.77%
|
–
|
124
|
15.32%
|
|
|
6250
|
Unionview LLC
Seattle,
Washington
|
$107M
|
+$102K
|
+0.1%
|
4.77%
|
21.2%
|
99
|
14.14%
|
|