|
6301
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$148M
|
-$1.37M
|
-0.9%
|
1.55%
|
50.4%
|
38
|
7.89%
|
|
|
6302
|
Broad Peak Investment Advisers
Singapore
|
$148M
|
-$49.3M
|
-25%
|
8.64%
|
–
|
7
|
85.71%
|
|
|
6303
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$148M
|
+$4.81M
|
+3%
|
2.62%
|
64.5%
|
118
|
22.03%
|
|
|
6304
|
Ervin Investment Management
Seattle,
Washington
|
$148M
|
-$6.8M
|
-4%
|
2.16%
|
84.3%
|
38
|
2.63%
|
|
|
6305
|
Lakewood Asset Management
Naperville,
Illinois
|
$148M
|
+$3.01M
|
+2%
|
0.86%
|
57.4%
|
123
|
20.33%
|
|
|
6306
|
Councilmark Asset Management
Knoxville,
Tennessee
|
$148M
|
-$681K
|
-0.5%
|
0.13%
|
–
|
87
|
8.05%
|
|
|
6307
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$148M
|
-$1.4M
|
-0.9%
|
1.24%
|
42.9%
|
207
|
5.31%
|
|
|
6308
|
Islay Capital Management
Lubbock,
Texas
|
$148M
|
+$4.1M
|
+3%
|
0.75%
|
65.2%
|
221
|
24.43%
|
|
|
6309
|
Panoramic Investment Advisors
Denver,
Colorado
|
$148M
|
-$5.42M
|
-4%
|
2.72%
|
–
|
120
|
5.83%
|
|
|
6310
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$148M
|
+$22.3M
|
+18%
|
1.59%
|
–
|
56
|
42.86%
|
|
|
6311
|
BlackDiamond Wealth Management
New York
|
$148M
|
-$25M
|
-14%
|
1.87%
|
53.8%
|
183
|
30.6%
|
|
|
6312
|
Echo Wealth Management
Plymouth,
Minnesota
|
$148M
|
+$3.32M
|
+2%
|
1.67%
|
41%
|
53
|
15.09%
|
|
|
6313
|
Brightlight Capital Management
Westport,
Connecticut
|
$148M
|
+$11.1M
|
+8%
|
4.3%
|
202%
|
10
|
30%
|
|
|
6314
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$148M
|
-$7.95M
|
-5%
|
3.48%
|
71.4%
|
120
|
11.67%
|
|
|
6315
|
Northland Capital Management
Virginia,
Minnesota
|
$148M
|
+$13M
|
+10%
|
0.65%
|
36.1%
|
32
|
6.25%
|
|
|
6316
|
A&I Financial Services
Lone Tree,
Colorado
|
$148M
|
+$45.2M
|
+44%
|
4.36%
|
–
|
81
|
22.22%
|
|
|
6317
|
Castleview Partners
Dallas,
Texas
|
$148M
|
-$38M
|
-20%
|
0.35%
|
54.5%
|
602
|
74.25%
|
|
|
6318
|
GEN Financial Management
Plymouth,
Minnesota
|
$148M
|
-$6.47M
|
-4%
|
0.87%
|
–
|
64
|
32.81%
|
|
|
6319
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$147M
|
-$62.3M
|
-30%
|
2.64%
|
94.5%
|
510
|
17.45%
|
|
|
6320
|
Client First Investment Management
West Bend,
Wisconsin
|
$147M
|
-$8.11M
|
-5%
|
0.35%
|
–
|
27
|
62.96%
|
|
|
6321
|
Peoples Bank (Kansas)
Pratt,
Kansas
|
$147M
|
+$2.89M
|
+2%
|
2.56%
|
63.3%
|
335
|
6.27%
|
|
|
6322
|
Avid Wealth Partners
San Antonio,
Texas
|
$147M
|
+$6.65M
|
+5%
|
0.99%
|
–
|
56
|
32.14%
|
|
|
6323
|
Millstone Evans Group
Boulder,
Colorado
|
$147M
|
+$697K
|
+0.5%
|
2.54%
|
–
|
813
|
11.93%
|
|
|
6324
|
Blackston Financial Advisory Group
The Villages,
Florida
|
$147M
|
-$53.4M
|
-27%
|
3.24%
|
58.9%
|
139
|
36.69%
|
|
|
6325
|
Hofer & Associates
Thousand Oaks,
California
|
$147M
|
-$1.63M
|
-1%
|
1.87%
|
54.2%
|
61
|
8.2%
|
|