|
6401
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$128M
|
+$4.55M
|
+4%
|
1.56%
|
69.4%
|
99
|
4.04%
|
|
|
6402
|
Atmos Advisory
Pittsburgh,
Pennsylvania
|
$128M
|
+$2.97M
|
+2%
|
0.38%
|
30.2%
|
20
|
0%
|
|
|
6403
|
WESPAC Advisors
Orinda,
California
|
$128M
|
-$44M
|
-26%
|
5.18%
|
84.5%
|
188
|
35.64%
|
|
|
6404
|
Windham Capital Management
Boston,
Massachusetts
|
$128M
|
+$683K
|
+0.5%
|
1.16%
|
8.3%
|
44
|
0%
|
|
|
6405
|
Steinberg Asset Management
New York
|
$128M
|
+$9.81M
|
+8%
|
13%
|
114%
|
44
|
4.55%
|
|
|
6406
|
Foundation Wealth Management (Missouri)
Clayton,
Missouri
|
$128M
|
+$4.94M
|
+4%
|
2.61%
|
50.7%
|
46
|
17.39%
|
|
|
6407
|
Mork Capital Management
Healdsburg,
California
|
$128M
|
-$5.04M
|
-4%
|
3.82%
|
45.7%
|
109
|
3.67%
|
|
|
6408
|
Thor Investment Management
Cincinnati,
Ohio
|
$127M
|
+$1.18M
|
+0.9%
|
1.08%
|
–
|
44
|
2.27%
|
|
|
6409
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$127M
|
+$11.1M
|
+10%
|
1.01%
|
46.7%
|
32
|
15.63%
|
|
|
6410
|
Eschler Asset Management
London,
United Kingdom
|
$127M
|
-$27.4M
|
-18%
|
1.02%
|
205%
|
110
|
63.64%
|
|
|
6411
|
Campion Asset Management
Falls Church,
Virginia
|
$127M
|
-$2.14M
|
-2%
|
0.75%
|
59.3%
|
101
|
5.94%
|
|
|
6412
|
Gerber LLC
Columbus,
Ohio
|
$127M
|
+$8.01M
|
+7%
|
1.35%
|
–
|
101
|
8.91%
|
|
|
6413
|
|
$127M
|
+$26.8M
|
+27%
|
1.93%
|
467%
|
19
|
63.16%
|
|
|
6414
|
Custom Portfolio Group
Englewood,
Colorado
|
$127M
|
+$5.58M
|
+5%
|
1.8%
|
–
|
242
|
4.55%
|
|
|
6415
|
Charter Research & Investment Group
Southport,
Connecticut
|
$127M
|
+$816K
|
+0.6%
|
3.01%
|
71.1%
|
84
|
3.57%
|
|
|
6416
|
Lauer Wealth
Valparaiso,
Indiana
|
$127M
|
+$11.7M
|
+10%
|
2.51%
|
75.5%
|
48
|
18.75%
|
|
|
6417
|
Sprinkle Financial Consultants
Littleton,
Colorado
|
$127M
|
+$9.75M
|
+8%
|
1.69%
|
–
|
71
|
15.49%
|
|
|
6418
|
Taika Capital
Sunny Isles Beach,
Florida
|
$127M
|
-$67.4M
|
-35%
|
7.23%
|
68.3%
|
65
|
60%
|
|
|
6419
|
Howard Wealth Management
Madison,
Connecticut
|
$127M
|
+$3.82M
|
+3%
|
3.21%
|
60.3%
|
106
|
14.15%
|
|
|
6420
|
Terra Nova Asset Management
New York
|
$127M
|
+$1.21M
|
+1%
|
5.28%
|
128%
|
86
|
6.98%
|
|
|
6421
|
Spring Capital Management
Amarillo,
Texas
|
$127M
|
-$6.02M
|
-5%
|
2.73%
|
62.6%
|
34
|
26.47%
|
|
|
6422
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$127M
|
-$6.2M
|
-5%
|
3.78%
|
109%
|
116
|
5.17%
|
|
|
6423
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$127M
|
+$7.9M
|
+7%
|
1.91%
|
–
|
118
|
31.36%
|
|
|
6424
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$127M
|
+$18.7M
|
+17%
|
0.19%
|
–
|
29
|
34.48%
|
|
|
6425
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$127M
|
+$1.33M
|
+1%
|
1.4%
|
29.8%
|
59
|
10.17%
|
|