|
6376
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$140M
|
+$16M
|
+13%
|
5.45%
|
68.1%
|
77
|
19.48%
|
|
|
6377
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$140M
|
+$4.73M
|
+3%
|
4.15%
|
–
|
52
|
7.69%
|
|
|
6378
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$140M
|
+$13.1M
|
+10%
|
7.46%
|
–
|
71
|
5.63%
|
|
|
6379
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$140M
|
+$7.79M
|
+6%
|
4.86%
|
–
|
292
|
17.12%
|
|
|
6380
|
Orser Capital Management
Southlake,
Texas
|
$140M
|
+$6.93M
|
+5%
|
5.89%
|
122%
|
41
|
2.44%
|
|
|
6381
|
Castle Creek Capital Partners VI
San Diego,
California
|
$140M
|
+$19M
|
+16%
|
31.3%
|
–
|
4
|
25%
|
|
|
6382
|
Schwallier Wealth Management
Grand Rapids,
Michigan
|
$140M
|
+$16.7M
|
+14%
|
5.11%
|
–
|
36
|
25%
|
|
|
6383
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$140M
|
+$9.12M
|
+7%
|
6%
|
72.8%
|
146
|
13.01%
|
|
|
6384
|
Lansing Management
New York
|
$140M
|
+$38.8M
|
+38%
|
12.5%
|
76.9%
|
7
|
28.57%
|
|
|
6385
|
RiverGlades Family Offices
Naples,
Florida
|
$140M
|
+$11.1M
|
+9%
|
6.07%
|
–
|
86
|
11.63%
|
|
|
6386
|
RPS Advisory Solutions
Louisville,
Kentucky
|
$140M
|
+$31.2M
|
+29%
|
6.05%
|
–
|
98
|
23.47%
|
|
|
6387
|
TI-Trust
Quincy,
Illinois
|
$140M
|
+$9.91M
|
+8%
|
7.53%
|
85.8%
|
127
|
5.51%
|
|
|
6388
|
Draper Asset Management
Smithtown,
New York
|
$140M
|
+$7.48M
|
+6%
|
3.6%
|
153%
|
28
|
35.71%
|
|
|
6389
|
Washburn Capital Management
Vero Beach,
Florida
|
$140M
|
-$541K
|
-0.4%
|
4.86%
|
117%
|
40
|
10%
|
|
|
6390
|
Erickson Financial Group
Allentown,
Pennsylvania
|
$140M
|
+$8.43M
|
+6%
|
5.88%
|
63.3%
|
26
|
11.54%
|
|
|
6391
|
Mork Capital Management
Healdsburg,
California
|
$140M
|
+$12M
|
+9%
|
6.62%
|
61.9%
|
107
|
0.93%
|
|
|
6392
|
Berry Wealth Group
Granbury,
Texas
|
$140M
|
+$14.3M
|
+11%
|
8.91%
|
–
|
101
|
23.76%
|
|
|
6393
|
Pinnacle West Asset Management
Casper,
Wyoming
|
$140M
|
+$10.9M
|
+8%
|
7.7%
|
100%
|
114
|
8.77%
|
|
|
6394
|
Darden Wealth Group
Ann Arbor,
Michigan
|
$139M
|
-$26.6M
|
-16%
|
2.56%
|
–
|
109
|
11.93%
|
|
|
6395
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$139M
|
+$9.94M
|
+8%
|
6.32%
|
–
|
79
|
1.27%
|
|
|
6396
|
Westfuller Advisors
New York
|
$139M
|
–
|
–
|
4.81%
|
–
|
82
|
–
|
|
|
6397
|
FSC Wealth Advisors
Fishkill,
New York
|
$139M
|
+$3.84M
|
+3%
|
6.09%
|
34.3%
|
320
|
17.81%
|
|
|
6398
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$139M
|
+$10.9M
|
+9%
|
7.95%
|
106%
|
118
|
5.93%
|
|
|
6399
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$139M
|
–
|
–
|
6.59%
|
–
|
158
|
–
|
|
|
6400
|
Moon Capital Management
New York
|
$139M
|
+$21M
|
+18%
|
9.84%
|
76.3%
|
21
|
33.33%
|
|