|
6376
|
Erickson Financial Group
Allentown,
Pennsylvania
|
$140M
|
+$8.43M
|
+6%
|
5.88%
|
63.3%
|
26
|
11.54%
|
|
|
6377
|
Mork Capital Management
Healdsburg,
California
|
$140M
|
+$12M
|
+9%
|
6.62%
|
45.7%
|
107
|
0.93%
|
|
|
6378
|
Berry Wealth Group
Granbury,
Texas
|
$140M
|
+$14.3M
|
+11%
|
8.91%
|
–
|
101
|
23.76%
|
|
|
6379
|
Pinnacle West Asset Management
Casper,
Wyoming
|
$140M
|
+$10.9M
|
+8%
|
7.7%
|
78.2%
|
114
|
8.77%
|
|
|
6380
|
Darden Wealth Group
Ann Arbor,
Michigan
|
$139M
|
-$26.6M
|
-16%
|
2.56%
|
–
|
109
|
11.93%
|
|
|
6381
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$139M
|
+$9.94M
|
+8%
|
6.32%
|
–
|
79
|
1.27%
|
|
|
6382
|
Westfuller Advisors
New York
|
$139M
|
–
|
–
|
4.81%
|
–
|
82
|
–
|
|
|
6383
|
FSC Wealth Advisors
Fishkill,
New York
|
$139M
|
+$3.84M
|
+3%
|
6.09%
|
53.6%
|
320
|
17.81%
|
|
|
6384
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$139M
|
+$10.9M
|
+9%
|
7.95%
|
106%
|
118
|
5.93%
|
|
|
6385
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$139M
|
–
|
–
|
6.59%
|
–
|
158
|
–
|
|
|
6386
|
Moon Capital Management
New York
|
$139M
|
+$21M
|
+18%
|
9.84%
|
95.6%
|
21
|
33.33%
|
|
|
6387
|
Kopion Asset Management
Mckinney,
Texas
|
$139M
|
-$2.01M
|
-1%
|
5.22%
|
67.1%
|
19
|
5.26%
|
|
|
6388
|
Marquette Associates
Chicago,
Illinois
|
$139M
|
+$6.16M
|
+5%
|
6.2%
|
–
|
38
|
15.79%
|
|
|
6389
|
MB Generational Wealth
Spokane,
Washington
|
$139M
|
+$9.85M
|
+8%
|
6.62%
|
–
|
61
|
18.03%
|
|
|
6390
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$139M
|
+$3.88M
|
+3%
|
7.54%
|
–
|
815
|
82.58%
|
|
|
6391
|
BayBridge Capital Group
Pleasanton,
California
|
$139M
|
+$11M
|
+9%
|
6.11%
|
–
|
102
|
28.43%
|
|
|
6392
|
Secured Retirement Advisors
St Louis Park,
Minnesota
|
$139M
|
+$10.5M
|
+8%
|
4.18%
|
–
|
136
|
27.21%
|
|
|
6393
|
Clayton Partners
Berkeley,
California
|
$139M
|
+$14.5M
|
+12%
|
8.98%
|
99%
|
40
|
15%
|
|
|
6394
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$139M
|
+$11.5M
|
+9%
|
6.09%
|
46.7%
|
31
|
6.45%
|
|
|
6395
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$139M
|
+$8.17M
|
+6%
|
7.07%
|
68.9%
|
728
|
21.43%
|
|
|
6396
|
Cook & Bynum Capital Management
Birmingham,
Alabama
|
$139M
|
+$7.24M
|
+6%
|
6.31%
|
39.2%
|
5
|
0%
|
|
|
6397
|
Vida Ventures Advisors
Boston,
Massachusetts
|
$139M
|
+$47.2M
|
+52%
|
48.8%
|
154%
|
6
|
16.67%
|
|
|
6398
|
Arrien Investments
Boise,
Idaho
|
$139M
|
+$10.6M
|
+8%
|
7.15%
|
36.9%
|
39
|
5.13%
|
|
|
6399
|
Alethea Capital Management
Mercer Island,
Washington
|
$138M
|
+$6.67M
|
+5%
|
7.76%
|
200%
|
50
|
78%
|
|
|
6400
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$138M
|
+$5.34M
|
+4%
|
6.43%
|
47.2%
|
62
|
6.45%
|
|