|
6301
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$142M
|
-$6.83M
|
-5%
|
0.58%
|
61.9%
|
86
|
25.58%
|
|
|
6302
|
|
$141M
|
-$11.2M
|
-7%
|
0.3%
|
80.7%
|
5
|
20%
|
|
|
6303
|
KRS Capital Management
Bloomfield,
Michigan
|
$141M
|
+$4.3M
|
+3%
|
6.46%
|
233%
|
122
|
13.93%
|
|
|
6304
|
Counterweight Ventures
Wilmington,
North Carolina
|
$141M
|
+$156K
|
+0.1%
|
0.84%
|
–
|
70
|
1.43%
|
|
|
6305
|
RF&L Wealth Management
Acton,
Massachusetts
|
$141M
|
+$99.1K
|
+0.1%
|
0.4%
|
69.9%
|
58
|
1.72%
|
|
|
6306
|
Everstar Asset Management
Mooresville,
North Carolina
|
$141M
|
-$4.5M
|
-3%
|
2.04%
|
–
|
209
|
20.1%
|
|
|
6307
|
Bislett Management
Palo Alto,
California
|
$141M
|
-$8.02M
|
-5%
|
1.46%
|
6.92%
|
13
|
0%
|
|
|
6308
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$141M
|
-$25.1M
|
-15%
|
1.64%
|
–
|
53
|
13.21%
|
|
|
6309
|
Breach Inlet Capital Management
Mt. Pleasant,
South Carolina
|
$141M
|
+$30.2M
|
+27%
|
6.9%
|
–
|
11
|
9.09%
|
|
|
6310
|
Wilson & Boucher Capital Management
Moraga,
California
|
$141M
|
-$3.99M
|
-3%
|
1.41%
|
53.4%
|
118
|
6.78%
|
|
|
6311
|
Cladis Investment Advisory
Billings,
Montana
|
$141M
|
-$3.29M
|
-2%
|
2.7%
|
97%
|
142
|
12.68%
|
|
|
6312
|
Brown Financial Advisory
Fairhope,
Alabama
|
$141M
|
-$561K
|
-0.4%
|
0.63%
|
50.3%
|
40
|
20%
|
|
|
6313
|
Avid Wealth Partners
San Antonio,
Texas
|
$141M
|
-$555K
|
-0.4%
|
0.06%
|
–
|
49
|
20.41%
|
|
|
6314
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$141M
|
+$463K
|
+0.3%
|
0.83%
|
–
|
123
|
26.02%
|
|
|
6315
|
MGO Private Wealth
Irvine,
California
|
$141M
|
+$67K
|
+0%
|
0.54%
|
44%
|
67
|
23.88%
|
|
|
6316
|
McAlister Sweet & Associates
Houston,
Texas
|
$141M
|
+$19.5M
|
+16%
|
1.35%
|
75.8%
|
32
|
43.75%
|
|
|
6317
|
Erickson Financial Group
Allentown,
Pennsylvania
|
$140M
|
+$914K
|
+0.7%
|
0.87%
|
63.3%
|
26
|
0%
|
|
|
6318
|
Arrien Investments
Boise,
Idaho
|
$140M
|
+$1.77M
|
+1%
|
3.72%
|
36.9%
|
40
|
17.5%
|
|
|
6319
|
Turn8 Private Wealth
Pointe Claire,
|
$140M
|
–
|
–
|
2.11%
|
–
|
45
|
–
|
|
|
6320
|
LAM Group
Lake Oswego,
Oregon
|
$140M
|
-$1.05M
|
-0.7%
|
3.43%
|
54.3%
|
134
|
2.24%
|
|
|
6321
|
Guardian Investment Management
Tiburon,
California
|
$140M
|
+$24M
|
+21%
|
2.37%
|
89.7%
|
60
|
13.33%
|
|
|
6322
|
Norwood Investment Partners
Mill Valley,
California
|
$140M
|
-$8.12M
|
-5%
|
5.06%
|
22.2%
|
13
|
15.38%
|
|
|
6323
|
RiverGlades Family Offices
Naples,
Florida
|
$140M
|
+$392K
|
+0.3%
|
0.71%
|
–
|
86
|
10.47%
|
|
|
6324
|
Tacita Capital
Toronto,
Ontario, Canada
|
$140M
|
-$13.2M
|
-9%
|
1.25%
|
60.3%
|
213
|
9.39%
|
|
|
6325
|
First Community Trust
Dubuque,
Iowa
|
$140M
|
+$17.6M
|
+14%
|
1.13%
|
111%
|
329
|
8.21%
|
|