|
6401
|
Boyar Asset Management
New York
|
$176M
|
+$18M
|
+11%
|
2.42%
|
58.4%
|
82
|
13.41%
|
|
|
6402
|
Birchview Capital
Burlington,
Vermont
|
$176M
|
+$4.87M
|
+3%
|
10.1%
|
233%
|
85
|
34.12%
|
|
|
6403
|
Tevis Investment Management
Plano,
Texas
|
$176M
|
+$9.5M
|
+6%
|
2.45%
|
54.1%
|
125
|
36%
|
|
|
6404
|
Flywheel Private Wealth
Los Altos,
California
|
$176M
|
+$15.4M
|
+10%
|
3.99%
|
–
|
108
|
25.93%
|
|
|
6405
|
InTrack Investment Management
South Burlington,
Vermont
|
$175M
|
-$3.3M
|
-2%
|
1.1%
|
84.9%
|
117
|
15.38%
|
|
|
6406
|
Providence Financial Advisors
Overland Park,
Kansas
|
$175M
|
+$75.2M
|
+75%
|
0.18%
|
–
|
63
|
22.22%
|
|
|
6407
|
Sterling Wealth Advisors
Plantation,
Florida
|
$175M
|
+$9.68M
|
+6%
|
0.95%
|
–
|
20
|
0%
|
|
|
6408
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$175M
|
-$3.13M
|
-2%
|
2.24%
|
75.5%
|
83
|
8.43%
|
|
|
6409
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$175M
|
+$10.3M
|
+6%
|
2.06%
|
–
|
53
|
5.66%
|
|
|
6410
|
Humankind Investments
New York
|
$175M
|
-$47.9M
|
-21%
|
4.71%
|
46.4%
|
28
|
64.29%
|
|
|
6411
|
Momentous Wealth Management
Vancouver,
Washington
|
$175M
|
-$1.37M
|
-0.8%
|
0.43%
|
–
|
48
|
18.75%
|
|
|
6412
|
Bain Capital Venture Investors
Boston,
Massachusetts
|
$175M
|
-$79.8M
|
-31%
|
32.1%
|
82.1%
|
4
|
25%
|
|
|
6413
|
Braeburn Wealth Management
Muskegon,
Michigan
|
$175M
|
-$20.8M
|
-11%
|
2.88%
|
–
|
100
|
31%
|
|
|
6414
|
William Mack & Associates
Troy,
Michigan
|
$175M
|
-$37.5M
|
-18%
|
0.7%
|
–
|
94
|
24.47%
|
|
|
6415
|
Lowery Thomas LLC
Pebble Beach,
California
|
$175M
|
-$2.09M
|
-1%
|
3.23%
|
55.8%
|
57
|
7.02%
|
|
|
6416
|
CenturyLink Investment Management
Denver,
Colorado
|
$175M
|
+$78M
|
+81%
|
2.32%
|
–
|
3
|
66.67%
|
|
|
6417
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$175M
|
-$2.05M
|
-1%
|
0.84%
|
–
|
124
|
7.26%
|
|
|
6418
|
Converium Capital
Montreal,
|
$175M
|
+$47.8M
|
+38%
|
0.64%
|
–
|
43
|
39.53%
|
|
|
6419
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$175M
|
+$10.2M
|
+6%
|
2.76%
|
109%
|
665
|
13.38%
|
|
|
6420
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$175M
|
+$24.7M
|
+16%
|
1.19%
|
–
|
117
|
41.03%
|
|
|
6421
|
Delos Wealth Advisors
Dallas,
Texas
|
$175M
|
+$23.1M
|
+15%
|
1.26%
|
46.2%
|
325
|
37.85%
|
|
|
6422
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$175M
|
+$5.95M
|
+4%
|
1.21%
|
–
|
114
|
12.28%
|
|
|
6423
|
Scratch Capital
Boise,
Idaho
|
$175M
|
+$21.8M
|
+14%
|
0.21%
|
–
|
51
|
19.61%
|
|
|
6424
|
GS Investments
Minneapolis,
Minnesota
|
$175M
|
-$9.52M
|
-5%
|
1.23%
|
77.6%
|
136
|
15.44%
|
|
|
6425
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$175M
|
+$13.5M
|
+8%
|
1.04%
|
–
|
159
|
9.43%
|
|