|
6251
|
Laurel Wealth Planning
Edina,
Minnesota
|
$150M
|
-$4.55M
|
-3%
|
1.29%
|
41.6%
|
58
|
10.34%
|
|
|
6252
|
Lakehouse Capital
Sydney NSW,
Australia
|
$150M
|
+$2.09M
|
+1%
|
0.06%
|
47.2%
|
14
|
14.29%
|
|
|
6253
|
Gallo Partners
Bloomfield,
New Jersey
|
$150M
|
+$14.1M
|
+10%
|
0%
|
–
|
106
|
82.08%
|
|
|
6254
|
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
|
$150M
|
–
|
–
|
1.72%
|
–
|
129
|
–
|
|
|
6255
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$150M
|
-$14.4M
|
-9%
|
0.38%
|
29.7%
|
77
|
2.6%
|
|
|
6256
|
Carroll Investors
Mt Pleasant,
South Carolina
|
$150M
|
-$27.2M
|
-15%
|
11.9%
|
173%
|
33
|
24.24%
|
|
|
6257
|
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
|
$150M
|
+$1.3M
|
+0.9%
|
0.3%
|
52.6%
|
77
|
5.19%
|
|
|
6258
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$150M
|
+$3.44M
|
+2%
|
1.29%
|
69.4%
|
122
|
20.49%
|
|
|
6259
|
Horizon Family Wealth
Chicago,
Illinois
|
$150M
|
-$518K
|
-0.3%
|
1.86%
|
59.9%
|
87
|
22.99%
|
|
|
6260
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$150M
|
+$3.38M
|
+2%
|
1.33%
|
–
|
157
|
15.29%
|
|
|
6261
|
Acorn Capital Advisors
New York
|
$150M
|
-$35.9M
|
-19%
|
14.6%
|
–
|
22
|
4.55%
|
|
|
6262
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$150M
|
+$5.57M
|
+4%
|
0.86%
|
–
|
184
|
61.41%
|
|
|
6263
|
XY Planning Network
Bozeman,
Montana
|
$150M
|
+$16.8M
|
+13%
|
0.7%
|
–
|
118
|
35.59%
|
|
|
6264
|
Covestor
London,
United Kingdom
|
$150M
|
-$9.8M
|
-6%
|
3.03%
|
95.7%
|
2,871
|
5.19%
|
|
|
6265
|
Argosy-Lionbridge Management
New York
|
$150M
|
+$20.1M
|
+15%
|
4.84%
|
–
|
14
|
28.57%
|
|
|
6266
|
Laurus Investment Counsel
Toronto,
Canada
|
$150M
|
-$44.4M
|
-23%
|
11.9%
|
14.1%
|
48
|
12.5%
|
|
|
6267
|
Seven Mile Advisory
Ewing,
New Jersey
|
$150M
|
-$6.96M
|
-4%
|
3.63%
|
103%
|
182
|
12.09%
|
|
|
6268
|
Better Money Decisions
Santa Fe,
New Mexico
|
$150M
|
+$5.5M
|
+4%
|
0.94%
|
32.7%
|
71
|
9.86%
|
|
|
6269
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$150M
|
-$24M
|
-14%
|
4.17%
|
120%
|
163
|
16.56%
|
|
|
6270
|
OEP Capital Advisors
New York
|
$150M
|
+$18.2M
|
+14%
|
13.9%
|
16.9%
|
1
|
0%
|
|
|
6271
|
Alcosta Capital Management
San Ramon,
California
|
$150M
|
-$21.7M
|
-13%
|
9.45%
|
169%
|
26
|
0%
|
|
|
6272
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
$150M
|
+$3M
|
+2%
|
1.04%
|
103%
|
239
|
6.28%
|
|
|
6273
|
Westfuller Advisors
New York
|
$150M
|
-$7.62M
|
-5%
|
0.95%
|
–
|
105
|
20%
|
|
|
6274
|
Corrado Advisors
Ramsey,
New Jersey
|
$150M
|
-$3.75M
|
-2%
|
0.11%
|
45.6%
|
117
|
20.51%
|
|
|
6275
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$150M
|
+$5.22M
|
+4%
|
0.34%
|
29.5%
|
207
|
27.05%
|
|