|
6401
|
ROI Financial Advisors
Beaverton,
Oregon
|
$127M
|
+$6.33M
|
+5%
|
15.5%
|
–
|
65
|
7.69%
|
|
|
6402
|
Wealth Forward LLC
Fargo,
North Dakota
|
$127M
|
+$8.66M
|
+7%
|
4.82%
|
–
|
32
|
9.38%
|
|
|
6403
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$127M
|
+$6.43M
|
+5%
|
4.65%
|
47.2%
|
57
|
1.75%
|
|
|
6404
|
Wilson & Boucher Capital Management
Moraga,
California
|
$127M
|
+$8.18M
|
+7%
|
8.78%
|
53.4%
|
111
|
6.31%
|
|
|
6405
|
English Capital Management
Bloomfield Hills,
Michigan
|
$127M
|
+$10.7M
|
+9%
|
11%
|
–
|
34
|
5.88%
|
|
|
6406
|
Aspect Partners
Fairfax,
Virginia
|
$127M
|
-$28.4M
|
-18%
|
5.31%
|
–
|
572
|
8.92%
|
|
|
6407
|
Michael S. Ryan Inc
Latham,
New York
|
$127M
|
+$6.2M
|
+5%
|
5.36%
|
60.4%
|
54
|
22.22%
|
|
|
6408
|
Benchmark Investment Advisors
Chicago,
Illinois
|
$127M
|
+$18.8M
|
+17%
|
25%
|
–
|
96
|
18.75%
|
|
|
6409
|
McDonough Capital Management
Orlando,
Florida
|
$127M
|
+$10.9M
|
+9%
|
10.8%
|
100%
|
44
|
2.27%
|
|
|
6410
|
Arrien Investments
Boise,
Idaho
|
$127M
|
+$12.7M
|
+11%
|
4.77%
|
36.9%
|
42
|
19.05%
|
|
|
6411
|
Coalescence Partners Investment Management
New York
|
$127M
|
+$14.6M
|
+13%
|
7.76%
|
–
|
21
|
42.86%
|
|
|
6412
|
Shorepath Capital Management
Park City,
Utah
|
$127M
|
+$13.8M
|
+12%
|
10%
|
–
|
22
|
0%
|
|
|
6413
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$127M
|
+$13.3M
|
+12%
|
8.75%
|
72.8%
|
131
|
10.69%
|
|
|
6414
|
Paladin Advisory Group
Clive,
Iowa
|
$126M
|
+$5.32M
|
+4%
|
7.81%
|
53.3%
|
229
|
1.75%
|
|
|
6415
|
Efficient Frontier Advisors
Eastford,
Connecticut
|
$126M
|
+$7.31M
|
+6%
|
5.14%
|
–
|
13
|
7.69%
|
|
|
6416
|
Thor Investment Management
Cincinnati,
Ohio
|
$126M
|
+$11.5M
|
+10%
|
5.17%
|
–
|
49
|
16.33%
|
|
|
6417
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$126M
|
+$4.69M
|
+4%
|
8.67%
|
78.3%
|
129
|
15.5%
|
|
|
6418
|
Charter Research & Investment Group
Southport,
Connecticut
|
$126M
|
+$5.64M
|
+5%
|
8.49%
|
71.1%
|
90
|
11.11%
|
|
|
6419
|
Better Money Decisions
Santa Fe,
New Mexico
|
$126M
|
+$5.62M
|
+5%
|
4.97%
|
32.7%
|
69
|
15.94%
|
|
|
6420
|
Pinnacle West Asset Management
Casper,
Wyoming
|
$126M
|
+$9.35M
|
+8%
|
9.91%
|
78.2%
|
106
|
6.6%
|
|
|
6421
|
Stadium Capital Management
New Canaan,
Connecticut
|
$126M
|
+$6.68M
|
+6%
|
10.3%
|
11%
|
12
|
41.67%
|
|
|
6422
|
Client First Investment Management
West Bend,
Wisconsin
|
$126M
|
+$23M
|
+22%
|
18.5%
|
–
|
33
|
63.64%
|
|
|
6423
|
NVP Associates
Menlo Park,
California
|
$126M
|
+$13.8M
|
+12%
|
65.4%
|
867%
|
6
|
0%
|
|
|
6424
|
Invus Financial Advisors
New York
|
$126M
|
-$2M
|
-2%
|
5.41%
|
29.5%
|
7
|
0%
|
|
|
6425
|
Certus Wealth Management
Redwood City,
California
|
$126M
|
+$7.75M
|
+7%
|
5.42%
|
–
|
57
|
17.54%
|
|