|
6401
|
Kopion Asset Management
Mckinney,
Texas
|
$139M
|
-$2.01M
|
-1%
|
5.22%
|
67.1%
|
19
|
5.26%
|
|
|
6402
|
Marquette Associates
Chicago,
Illinois
|
$139M
|
+$6.16M
|
+5%
|
6.2%
|
–
|
38
|
15.79%
|
|
|
6403
|
MB Generational Wealth
Spokane,
Washington
|
$139M
|
+$9.85M
|
+8%
|
6.62%
|
–
|
61
|
18.03%
|
|
|
6404
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$139M
|
+$3.88M
|
+3%
|
7.54%
|
–
|
815
|
82.58%
|
|
|
6405
|
BayBridge Capital Group
Pleasanton,
California
|
$139M
|
+$11M
|
+9%
|
6.11%
|
–
|
102
|
28.43%
|
|
|
6406
|
Secured Retirement Advisors
St Louis Park,
Minnesota
|
$139M
|
+$10.5M
|
+8%
|
4.18%
|
–
|
136
|
27.21%
|
|
|
6407
|
Clayton Partners
Berkeley,
California
|
$139M
|
+$14.5M
|
+12%
|
8.98%
|
109%
|
40
|
15%
|
|
|
6408
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$139M
|
+$11.5M
|
+9%
|
6.09%
|
46.7%
|
31
|
6.45%
|
|
|
6409
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$139M
|
+$8.17M
|
+6%
|
7.07%
|
68.9%
|
728
|
21.43%
|
|
|
6410
|
Cook & Bynum Capital Management
Birmingham,
Alabama
|
$139M
|
+$7.24M
|
+6%
|
6.31%
|
46.8%
|
5
|
0%
|
|
|
6411
|
Vida Ventures Advisors
Boston,
Massachusetts
|
$139M
|
+$47.2M
|
+52%
|
48.8%
|
154%
|
6
|
16.67%
|
|
|
6412
|
Arrien Investments
Boise,
Idaho
|
$139M
|
+$10.6M
|
+8%
|
7.15%
|
42.7%
|
39
|
5.13%
|
|
|
6413
|
Alethea Capital Management
Mercer Island,
Washington
|
$138M
|
+$6.67M
|
+5%
|
7.76%
|
275%
|
50
|
78%
|
|
|
6414
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$138M
|
+$5.34M
|
+4%
|
6.43%
|
47.2%
|
62
|
6.45%
|
|
|
6415
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$138M
|
+$6.57M
|
+5%
|
5.76%
|
80.4%
|
107
|
5.61%
|
|
|
6416
|
FMA Wealth Management
Duxbury,
Massachusetts
|
$138M
|
+$14.2M
|
+11%
|
5.21%
|
–
|
50
|
28%
|
|
|
6417
|
Union Square Park Capital Management
New York
|
$138M
|
+$24.9M
|
+22%
|
18%
|
75.8%
|
45
|
55.56%
|
|
|
6418
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$138M
|
+$12.5M
|
+10%
|
8.01%
|
182%
|
108
|
17.59%
|
|
|
6419
|
Vannoy Advisory Group
Austin,
Texas
|
$138M
|
+$8.45M
|
+7%
|
6.24%
|
–
|
27
|
0%
|
|
|
6420
|
SCP Investment
Orinda,
California
|
$137M
|
-$19.6M
|
-12%
|
5.71%
|
32.8%
|
60
|
38.33%
|
|
|
6421
|
Charles Schwab Trust Bank
Henderson,
Nevada
|
$137M
|
-$1.42M
|
-1%
|
8.72%
|
–
|
1
|
0%
|
|
|
6422
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$137M
|
+$6.41M
|
+5%
|
1.75%
|
–
|
63
|
19.05%
|
|
|
6423
|
Priebe Wealth Holdings
Maple Grove,
Minnesota
|
$137M
|
+$11.1M
|
+9%
|
5.69%
|
–
|
67
|
22.39%
|
|
|
6424
|
|
$137M
|
+$947K
|
+0.7%
|
4.75%
|
62.5%
|
32
|
18.75%
|
|
|
6425
|
KRS Capital Management
Bloomfield,
Michigan
|
$137M
|
+$3.56M
|
+3%
|
5.58%
|
233%
|
119
|
5.88%
|
|