|
6326
|
Main Line Retirement Advisors
Whitefish,
Montana
|
$146M
|
+$15.2M
|
+12%
|
6.08%
|
47.6%
|
37
|
5.41%
|
1.1
|
|
|
6327
|
Everstar Asset Management
Mooresville,
North Carolina
|
$146M
|
–
|
–
|
7.64%
|
–
|
194
|
–
|
0
|
|
|
6328
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
$146M
|
+$9.2M
|
+7%
|
5.78%
|
–
|
27
|
7.41%
|
0.6
|
|
|
6329
|
PPS&V Asset Management Consultants
Portage,
Michigan
|
$146M
|
+$6.19M
|
+4%
|
5.76%
|
80.7%
|
39
|
5.13%
|
1.6
|
|
|
6330
|
Affinity Investment Advisors
Newport Beach,
California
|
$146M
|
+$12.6M
|
+9%
|
9.22%
|
189%
|
139
|
17.99%
|
3.2
|
|
|
6331
|
Summerhill Capital Management
Toronto,
Ontario, Canada
|
$146M
|
+$4.5M
|
+3%
|
9.51%
|
–
|
20
|
0%
|
0.5
|
|
|
6332
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$146M
|
+$13.9M
|
+11%
|
6.21%
|
59.9%
|
111
|
5.41%
|
0.7
|
|
|
6333
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$146M
|
+$11.9M
|
+9%
|
5.4%
|
–
|
65
|
18.46%
|
0.6
|
|
|
6334
|
Equinox Partners Investment Management
Stamford,
Connecticut
|
$146M
|
-$9.7M
|
-6%
|
10.5%
|
241%
|
9
|
0%
|
2.4
|
|
|
6335
|
Gunn & Company Investment Management
Jacksonville,
Florida
|
$145M
|
-$1.54B
|
-91%
|
7.51%
|
–
|
146
|
59.59%
|
0.9
|
|
|
6336
|
Conscious Wealth Investments
Coral Gables,
Florida
|
$145M
|
+$6.19M
|
+4%
|
6.58%
|
–
|
50
|
6%
|
0.7
|
|
|
6337
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$145M
|
+$13.4M
|
+10%
|
4.74%
|
125%
|
94
|
9.57%
|
1.9
|
|
|
6338
|
McDonough Capital Management
Orlando,
Florida
|
$145M
|
+$7.88M
|
+6%
|
4.87%
|
98.1%
|
47
|
8.51%
|
2.3
|
|
|
6339
|
MPM Asset Management
Boston,
Massachusetts
|
$145M
|
-$36.8M
|
-20%
|
0.48%
|
5.89%
|
6
|
0%
|
3.3
|
|
|
6340
|
Mills Wealth Advisors
Southlake,
Texas
|
$145M
|
+$5.32M
|
+4%
|
4.55%
|
37.9%
|
59
|
16.95%
|
1.3
|
|
|
6341
|
Wilson & Boucher Capital Management
Moraga,
California
|
$145M
|
+$14.7M
|
+11%
|
6.59%
|
69.8%
|
120
|
10.83%
|
2.2
|
|
|
6342
|
AHL Investment Management
Winter Park,
Florida
|
$145M
|
+$8.63M
|
+6%
|
7.4%
|
57.7%
|
69
|
7.25%
|
2.2
|
|
|
6343
|
Shearwater Capital
Denver,
Colorado
|
$145M
|
+$8.85M
|
+7%
|
6.35%
|
74.4%
|
48
|
12.5%
|
2.1
|
|
|
6344
|
Hofer & Associates
Thousand Oaks,
California
|
$145M
|
+$16M
|
+12%
|
4.91%
|
61.7%
|
60
|
6.67%
|
2
|
|
|
6345
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$145M
|
+$3.92M
|
+3%
|
6.44%
|
117%
|
295
|
47.46%
|
1.8
|
|
|
6346
|
King Street Capital Management
New York
|
$145M
|
+$65.3M
|
+82%
|
41.8%
|
140%
|
10
|
40%
|
0.5
|
|
|
6347
|
ROI Financial Advisors
Beaverton,
Oregon
|
$145M
|
+$7.03M
|
+5%
|
5.27%
|
165%
|
69
|
14.49%
|
0.7
|
|
|
6348
|
Panoramic Investment Advisors
Denver,
Colorado
|
$145M
|
–
|
–
|
5.28%
|
–
|
118
|
–
|
1.3
|
|
|
6349
|
Taylor Financial Group
Roanoke,
Virginia
|
$145M
|
+$14.6M
|
+11%
|
9.33%
|
–
|
100
|
10%
|
0.7
|
|
|
6350
|
Lantern Wealth Advisors
Melville,
New York
|
$144M
|
+$6.42M
|
+5%
|
7.05%
|
–
|
135
|
9.63%
|
0.7
|
|