|
6301
|
GLR Partners
Columbia,
Maryland
|
$215M
|
+$31.5M
|
+17%
|
15.5%
|
–
|
118
|
20.34%
|
|
|
6302
|
Crown Oak Advisors
Piedmont,
California
|
$215M
|
+$15.4M
|
+8%
|
6.67%
|
–
|
24
|
8.33%
|
|
|
6303
|
Peterson Wealth Management
Sparks,
Nevada
|
$215M
|
+$42.1M
|
+24%
|
11.5%
|
78%
|
202
|
26.24%
|
|
|
6304
|
Riverchase Wealth Management
Flower Mound,
Texas
|
$215M
|
+$22.7M
|
+12%
|
8.42%
|
–
|
81
|
12.35%
|
|
|
6305
|
Nipun Capital
Foster City,
California
|
$215M
|
+$12.4M
|
+6%
|
5.89%
|
–
|
10
|
40%
|
|
|
6306
|
LifeSteps Financial
Claremont,
California
|
$215M
|
+$56.6M
|
+36%
|
17.5%
|
88%
|
793
|
87.77%
|
|
|
6307
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$215M
|
+$12.7M
|
+6%
|
9.53%
|
77.7%
|
31
|
9.68%
|
|
|
6308
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$214M
|
+$15.1M
|
+8%
|
16.1%
|
80.4%
|
128
|
14.06%
|
|
|
6309
|
Praesidium Investment Management Company
New York
|
$214M
|
-$204M
|
-49%
|
22.2%
|
79%
|
12
|
0%
|
|
|
6310
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$214M
|
+$21.8M
|
+11%
|
15.3%
|
65.6%
|
63
|
11.11%
|
|
|
6311
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
$214M
|
+$10.6M
|
+5%
|
6.93%
|
55.7%
|
130
|
9.23%
|
|
|
6312
|
Bayshore Capital Advisors
Tampa,
Florida
|
$214M
|
-$22.8M
|
-10%
|
17.7%
|
–
|
47
|
23.4%
|
|
|
6313
|
Kearns & Associates
Palos Verdes Estates,
California
|
$214M
|
+$28.3M
|
+15%
|
14.3%
|
69.4%
|
42
|
7.14%
|
|
|
6314
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$214M
|
+$16.5M
|
+8%
|
7.4%
|
–
|
424
|
13.92%
|
|
|
6315
|
Fort Vancouver Investment Management
Vancouver,
Washington
|
$214M
|
+$17.2M
|
+9%
|
10%
|
–
|
62
|
4.84%
|
|
|
6316
|
Starwood Capital Group Management
Miami Beach,
Florida
|
$214M
|
+$26.3M
|
+14%
|
14.2%
|
16.2%
|
6
|
0%
|
|
|
6317
|
Successful Portfolios
Clearwater,
Florida
|
$214M
|
+$32.7M
|
+18%
|
22.8%
|
101%
|
200
|
6.5%
|
|
|
6318
|
Broadway Wealth Solutions
San Antonio,
Texas
|
$214M
|
+$20.7M
|
+11%
|
9.62%
|
–
|
105
|
21.9%
|
|
|
6319
|
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
$214M
|
-$2.01M
|
-0.9%
|
0.06%
|
53.1%
|
21
|
4.76%
|
|
|
6320
|
Econ Financial Services
Harrisburg,
Pennsylvania
|
$214M
|
-$1.36M
|
-0.6%
|
5.29%
|
16.9%
|
100
|
54%
|
|
|
6321
|
Cladis Investment Advisory
Billings,
Montana
|
$214M
|
+$32.2M
|
+18%
|
24.4%
|
131%
|
177
|
12.43%
|
|
|
6322
|
Eliot Finkel Investment Counsel
Beverly Hills,
California
|
$214M
|
+$30.1M
|
+16%
|
24.8%
|
88.9%
|
34
|
8.82%
|
|
|
6323
|
Birchview Capital
Burlington,
Vermont
|
$214M
|
+$38.2M
|
+22%
|
47.9%
|
327%
|
87
|
33.33%
|
|
|
6324
|
Tassel Capital Management
Matthews,
North Carolina
|
$214M
|
+$29.6M
|
+16%
|
8.4%
|
–
|
45
|
17.78%
|
|
|
6325
|
Taylor Frigon Capital Management
Scottsdale,
Arizona
|
$214M
|
+$37.9M
|
+22%
|
39.5%
|
131%
|
95
|
4.21%
|
|