|
6401
|
Shearwater Capital
Denver,
Colorado
|
$209M
|
+$18.7M
|
+10%
|
11%
|
64.2%
|
73
|
13.7%
|
|
|
6402
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$209M
|
+$38.5M
|
+23%
|
32.5%
|
167%
|
101
|
15.84%
|
|
|
6403
|
Integrity Financial
Cheyenne,
Wyoming
|
$209M
|
+$8.32M
|
+4%
|
14.2%
|
66.3%
|
318
|
16.35%
|
|
|
6404
|
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
|
$209M
|
+$39.9M
|
+24%
|
9.26%
|
–
|
20
|
25%
|
|
|
6405
|
Sard Wealth Management Group
Atlanta,
Georgia
|
$209M
|
+$25.2M
|
+14%
|
11%
|
–
|
64
|
10.94%
|
|
|
6406
|
Humankind Investments
New York
|
$209M
|
+$34M
|
+19%
|
18.2%
|
62.5%
|
24
|
25%
|
|
|
6407
|
Panoramic Investment Advisors
Denver,
Colorado
|
$209M
|
+$24.1M
|
+13%
|
12.9%
|
–
|
145
|
13.1%
|
|
|
6408
|
|
$209M
|
+$26.9M
|
+15%
|
23.6%
|
83.1%
|
97
|
11.34%
|
|
|
6409
|
Peninsula Asset Management
Bradenton,
Florida
|
$209M
|
+$13.1M
|
+7%
|
9.36%
|
44.1%
|
56
|
8.93%
|
|
|
6410
|
Hoge Financial Services
Canonsburg,
Pennsylvania
|
$209M
|
+$22.1M
|
+12%
|
12.4%
|
–
|
87
|
21.84%
|
|
|
6411
|
IFS Advisors
Overland Park,
Kansas
|
$209M
|
+$14.8M
|
+8%
|
8.74%
|
48.3%
|
226
|
6.64%
|
|
|
6412
|
RLH Capital
Great Neck,
New York
|
$209M
|
+$12M
|
+6%
|
0.19%
|
–
|
180
|
67.78%
|
|
|
6413
|
Pacific Financial Group
Bellevue,
Washington
|
$209M
|
+$23M
|
+12%
|
14.5%
|
61.1%
|
90
|
8.89%
|
|
|
6414
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
$209M
|
+$18.9M
|
+10%
|
9.49%
|
–
|
25
|
4%
|
|
|
6415
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$208M
|
+$26.5M
|
+15%
|
12.4%
|
–
|
68
|
16.18%
|
|
|
6416
|
Capelight Capital Asset Management
New York
|
$208M
|
+$74.4M
|
+55%
|
96.8%
|
–
|
50
|
58%
|
|
|
6417
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$208M
|
-$11.1M
|
-5%
|
15.8%
|
73.1%
|
436
|
61.01%
|
|
|
6418
|
Promethium Advisors
Bethesda,
Maryland
|
$208M
|
+$15.2M
|
+8%
|
9.08%
|
–
|
130
|
20%
|
|
|
6419
|
Axis Wealth Partners
East Providence,
Rhode Island
|
$208M
|
+$20.2M
|
+11%
|
9.99%
|
–
|
197
|
18.78%
|
|
|
6420
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$208M
|
+$28.1M
|
+16%
|
12.5%
|
–
|
44
|
2.27%
|
|
|
6421
|
Meridian Financial
Holliston,
Massachusetts
|
$208M
|
+$25.2M
|
+14%
|
12.5%
|
52.8%
|
152
|
11.18%
|
|
|
6422
|
Andrews Advisory Associates
Honolulu,
Hawaii
|
$208M
|
+$18.2M
|
+10%
|
9.1%
|
–
|
89
|
11.24%
|
|
|
6423
|
Kentucky Trust Company
Danville,
Kentucky
|
$208M
|
+$17.1M
|
+9%
|
15.3%
|
–
|
326
|
7.67%
|
|
|
6424
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$208M
|
-$4.54M
|
-2%
|
20.9%
|
135%
|
126
|
16.67%
|
|
|
6425
|
Arena Capital Advisors
Los Angeles,
California
|
$208M
|
+$8.23M
|
+4%
|
3.47%
|
124%
|
22
|
9.09%
|
|