|
6226
|
Lummis Asset Management
Fort Worth,
Texas
|
$131M
|
–
|
–
|
8.85%
|
79.6%
|
174
|
–
|
0
|
|
|
6227
|
Fairway Wealth
Independence,
Ohio
|
$131M
|
–
|
–
|
9.45%
|
51.5%
|
74
|
–
|
0
|
|
|
6228
|
Defined Wealth Management
Beaverton,
Oregon
|
$131M
|
+$13.4M
|
+11%
|
11%
|
78.1%
|
103
|
8.74%
|
2.3
|
|
|
6229
|
Battery Global Advisors
Boston,
Massachusetts
|
$131M
|
–
|
–
|
12.5%
|
76.5%
|
41
|
–
|
0
|
|
|
6230
|
Bridgewealth Advisory Group
Fresno,
California
|
$131M
|
+$49.1M
|
+60%
|
7.42%
|
40.3%
|
84
|
28.57%
|
0.6
|
|
|
6231
|
Kopion Asset Management
Mckinney,
Texas
|
$130M
|
+$18.3M
|
+16%
|
18.6%
|
80.5%
|
19
|
10.53%
|
3.3
|
|
|
6232
|
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
|
$130M
|
+$72.5M
|
+125%
|
125%
|
943%
|
1
|
0%
|
2
|
|
|
6233
|
Fox Hill Wealth Management
Dedham,
Massachusetts
|
$130M
|
–
|
–
|
12.3%
|
–
|
138
|
–
|
0
|
|
|
6234
|
American Planning Services
Sun City Center,
Florida
|
$130M
|
-$20.1M
|
-13%
|
6.7%
|
23.8%
|
48
|
43.75%
|
0.9
|
|
|
6235
|
Rainwater Charitable Foundation
Fort Worth,
Texas
|
$130M
|
+$9.4M
|
+8%
|
10.2%
|
44%
|
6
|
50%
|
1.6
|
|
|
6236
|
Darrow Company
Needham,
Massachusetts
|
$130M
|
+$16.1M
|
+14%
|
8.23%
|
44.5%
|
40
|
32.5%
|
1.2
|
|
|
6237
|
Von Berge Wealth Management Group
San Diego,
California
|
$130M
|
+$13.1M
|
+11%
|
10.6%
|
60.5%
|
70
|
24.29%
|
1.5
|
|
|
6238
|
Jabodon PT Co
Reno,
Nevada
|
$130M
|
+$67.8M
|
+109%
|
9.93%
|
66.6%
|
4
|
25%
|
1.1
|
|
|
6239
|
Caldwell Investment Management
Toronto,
Ontario, Canada
|
$130M
|
+$27.3M
|
+27%
|
18.1%
|
169%
|
38
|
47.37%
|
0.9
|
|
|
6240
|
Echo45 Advisors
Walnut Creek,
California
|
$130M
|
+$12M
|
+10%
|
7.63%
|
53.6%
|
48
|
8.33%
|
1.5
|
|
|
6241
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$130M
|
+$16.3M
|
+14%
|
10.8%
|
70.2%
|
84
|
17.86%
|
2.2
|
|
|
6242
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$130M
|
+$14.3M
|
+12%
|
8.7%
|
21.9%
|
72
|
9.72%
|
1.5
|
|
|
6243
|
Painted Porch Advisors
Santa Barbara,
California
|
$130M
|
–
|
–
|
7.88%
|
–
|
49
|
–
|
0
|
|
|
6244
|
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
|
$130M
|
+$23.1M
|
+22%
|
6.53%
|
32%
|
91
|
38.46%
|
1.1
|
|
|
6245
|
Westwood Wealth Management
Los Angeles,
California
|
$130M
|
-$21.5M
|
-14%
|
18.2%
|
495%
|
40
|
17.5%
|
1.8
|
|
|
6246
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$130M
|
+$21.5M
|
+20%
|
10.4%
|
57.4%
|
40
|
12.5%
|
4.8
|
|
|
6247
|
Andrews Lucia Wealth Management
Danville,
California
|
$130M
|
+$13.3M
|
+11%
|
10.8%
|
64%
|
29
|
13.79%
|
1.4
|
|
|
6248
|
Family Wealth Partners
Matthews,
North Carolina
|
$130M
|
–
|
–
|
7.34%
|
58.5%
|
40
|
–
|
0
|
|
|
6249
|
Islay Capital Management
Lubbock,
Texas
|
$129M
|
+$10.1M
|
+8%
|
10.1%
|
72%
|
245
|
22.86%
|
2.6
|
|
|
6250
|
FFG Retirement Advisors
Centennial,
Colorado
|
$129M
|
+$8.89M
|
+7%
|
8%
|
43.4%
|
47
|
27.66%
|
0.6
|
|