|
6251
|
Councilmark Asset Management
Knoxville,
Tennessee
|
$139M
|
–
|
–
|
8.28%
|
–
|
85
|
–
|
|
|
6252
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$139M
|
-$2M
|
-1%
|
7.9%
|
–
|
103
|
6.8%
|
|
|
6253
|
Unconventional Investor
Portsmouth,
New Hampshire
|
$139M
|
+$12.5M
|
+10%
|
9.39%
|
62.7%
|
34
|
8.82%
|
|
|
6254
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$139M
|
+$10.2M
|
+8%
|
6.91%
|
50.4%
|
34
|
2.94%
|
|
|
6255
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$139M
|
+$12.6M
|
+10%
|
6.25%
|
51.4%
|
138
|
13.04%
|
|
|
6256
|
AIFG Consultants
Halfmoon,
New York
|
$139M
|
+$7.3M
|
+6%
|
5.66%
|
49.8%
|
46
|
17.39%
|
|
|
6257
|
Elkhorn Partners
Omaha,
Nebraska
|
$139M
|
-$5.85M
|
-4%
|
3.76%
|
32.2%
|
52
|
19.23%
|
|
|
6258
|
Sustainable Insight Capital Management
New York
|
$139M
|
+$15.8M
|
+13%
|
14%
|
150%
|
80
|
45%
|
|
|
6259
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$139M
|
+$10.3M
|
+8%
|
13.8%
|
167%
|
108
|
23.15%
|
|
|
6260
|
Olistico Wealth
Tulsa,
Oklahoma
|
$139M
|
+$10.5M
|
+8%
|
10.7%
|
95.8%
|
108
|
8.33%
|
|
|
6261
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$139M
|
+$32.3M
|
+30%
|
5.52%
|
42.9%
|
195
|
27.69%
|
|
|
6262
|
American Planning Services
Sun City Center,
Florida
|
$138M
|
+$8.15M
|
+6%
|
8.05%
|
23.8%
|
50
|
14%
|
|
|
6263
|
Peterson Wealth Management
Sparks,
Nevada
|
$138M
|
+$27.4M
|
+25%
|
10.2%
|
78%
|
59
|
20.34%
|
|
|
6264
|
Clio Asset Management
Charlottesville,
Virginia
|
$138M
|
+$15.3M
|
+12%
|
13.2%
|
70%
|
13
|
15.38%
|
|
|
6265
|
KLR Investment Advisors
Providence,
Rhode Island
|
$138M
|
-$57.3K
|
-0%
|
9.93%
|
–
|
205
|
21.46%
|
|
|
6266
|
Green Alpha Advisors
Niwot,
Colorado
|
$138M
|
-$649K
|
-0.5%
|
4.81%
|
267%
|
152
|
7.24%
|
|
|
6267
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$138M
|
+$13.6M
|
+11%
|
8.59%
|
117%
|
197
|
8.12%
|
|
|
6268
|
MWA Asset Management
Lexington,
Massachusetts
|
$138M
|
+$16.9M
|
+14%
|
13%
|
174%
|
126
|
10.32%
|
|
|
6269
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$138M
|
+$17.1M
|
+14%
|
14.4%
|
96.3%
|
66
|
25.76%
|
|
|
6270
|
Epacria Capital Partners
Boulder,
Colorado
|
$138M
|
+$13.1M
|
+10%
|
10.1%
|
89.1%
|
56
|
8.93%
|
|
|
6271
|
OV Management
Minneapolis,
Minnesota
|
$138M
|
+$16.7M
|
+14%
|
18.5%
|
–
|
63
|
9.52%
|
|
|
6272
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$138M
|
+$999K
|
+0.7%
|
1.42%
|
66.3%
|
326
|
33.13%
|
|
|
6273
|
Vawter Financial
Columbus,
Ohio
|
$138M
|
+$9.97M
|
+8%
|
5.31%
|
48%
|
90
|
15.56%
|
|
|
6274
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$138M
|
+$20.3M
|
+17%
|
7.49%
|
64.6%
|
145
|
15.86%
|
|
|
6275
|
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
|
$138M
|
+$12.8M
|
+10%
|
10.4%
|
136%
|
68
|
7.35%
|
|