|
6301
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$182M
|
+$7.83M
|
+4%
|
0.26%
|
–
|
60
|
6.67%
|
|
|
6302
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$182M
|
+$829K
|
+0.5%
|
1.01%
|
69.4%
|
121
|
9.92%
|
|
|
6303
|
Hager Investment Management Services
New London,
New Hampshire
|
$182M
|
-$1.4M
|
-0.8%
|
1.29%
|
–
|
343
|
10.2%
|
|
|
6304
|
LAM Group
Lake Oswego,
Oregon
|
$182M
|
+$7.22M
|
+4%
|
0.96%
|
54.3%
|
135
|
45.19%
|
|
|
6305
|
Anderson Financial Strategies
Dayton,
Ohio
|
$182M
|
+$9.66M
|
+6%
|
0.13%
|
–
|
39
|
23.08%
|
|
|
6306
|
|
$182M
|
+$18.6M
|
+11%
|
2.28%
|
–
|
60
|
10%
|
|
|
6307
|
Cladis Investment Advisory
Billings,
Montana
|
$182M
|
-$942K
|
-0.5%
|
2.31%
|
97%
|
166
|
11.45%
|
|
|
6308
|
HFG Wealth Management
The Woodlands,
Texas
|
$182M
|
+$329K
|
+0.2%
|
0.63%
|
–
|
53
|
7.55%
|
|
|
6309
|
Lancaster Investment Management
London,
United Kingdom
|
$182M
|
-$13.2M
|
-7%
|
10.6%
|
18%
|
10
|
30%
|
|
|
6310
|
Delta Capital Management
Red Bank,
New Jersey
|
$182M
|
+$3.69M
|
+2%
|
5.12%
|
125%
|
106
|
8.49%
|
|
|
6311
|
Silverberg Bernstein Capital Management
Armonk,
New York
|
$182M
|
+$8.37M
|
+5%
|
6.28%
|
–
|
68
|
2.94%
|
|
|
6312
|
Successful Portfolios
Clearwater,
Florida
|
$181M
|
-$14.8M
|
-8%
|
0.98%
|
101%
|
200
|
10%
|
|
|
6313
|
Walnut Private Equity Partners
Omaha,
Nebraska
|
$181M
|
+$9.42M
|
+5%
|
6.11%
|
60.6%
|
14
|
7.14%
|
|
|
6314
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$181M
|
+$921K
|
+0.5%
|
2.37%
|
57.5%
|
248
|
33.47%
|
|
|
6315
|
Heritage Wealth Management (California)
San Diego,
California
|
$181M
|
+$23.9M
|
+15%
|
1.46%
|
–
|
99
|
14.14%
|
|
|
6316
|
Wolff Wiese Magana
Carslbad,
California
|
$181M
|
-$1.39M
|
-0.8%
|
1.08%
|
136%
|
1,030
|
12.82%
|
|
|
6317
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$181M
|
-$3.21M
|
-2%
|
1.93%
|
78.6%
|
109
|
17.43%
|
|
|
6318
|
Trust Company of Kansas
Wichita,
Kansas
|
$181M
|
-$36.1M
|
-17%
|
0.39%
|
87%
|
57
|
5.26%
|
|
|
6319
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$181M
|
-$6M
|
-3%
|
2.06%
|
81.1%
|
83
|
15.66%
|
|
|
6320
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$181M
|
-$967K
|
-0.5%
|
0.38%
|
45.2%
|
99
|
24.24%
|
|
|
6321
|
Valor Management
Chicago,
Illinois
|
$181M
|
+$126M
|
+228%
|
16.4%
|
15.4%
|
5
|
40%
|
|
|
6322
|
Klein Pavlis & Peasley Financial
Irvine,
California
|
$181M
|
+$11.2M
|
+7%
|
6.35%
|
–
|
99
|
13.13%
|
|
|
6323
|
AF Advisors
Sacramento,
California
|
$181M
|
-$82.3M
|
-31%
|
27%
|
81.3%
|
31
|
22.58%
|
|
|
6324
|
MB Generational Wealth
Spokane,
Washington
|
$181M
|
-$8.07M
|
-4%
|
0.26%
|
–
|
68
|
4.41%
|
|
|
6325
|
Ballast Rock Private Wealth
Charleston,
South Carolina
|
$181M
|
+$20.8M
|
+13%
|
0.76%
|
–
|
189
|
15.87%
|
|