|
6401
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$138M
|
+$6.57M
|
+5%
|
5.76%
|
70%
|
107
|
5.61%
|
|
|
6402
|
FMA Wealth Management
Duxbury,
Massachusetts
|
$138M
|
+$14.2M
|
+11%
|
5.21%
|
–
|
50
|
28%
|
|
|
6403
|
Union Square Park Capital Management
New York
|
$138M
|
+$24.9M
|
+22%
|
18%
|
47.3%
|
45
|
55.56%
|
|
|
6404
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$138M
|
+$12.5M
|
+10%
|
8.01%
|
101%
|
108
|
17.59%
|
|
|
6405
|
Vannoy Advisory Group
Austin,
Texas
|
$138M
|
+$8.45M
|
+7%
|
6.24%
|
–
|
27
|
0%
|
|
|
6406
|
SCP Investment
Orinda,
California
|
$137M
|
-$19.6M
|
-12%
|
5.71%
|
48.7%
|
60
|
38.33%
|
|
|
6407
|
Charles Schwab Trust Bank
Henderson,
Nevada
|
$137M
|
-$1.42M
|
-1%
|
8.72%
|
–
|
1
|
0%
|
|
|
6408
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$137M
|
+$6.41M
|
+5%
|
1.75%
|
–
|
63
|
19.05%
|
|
|
6409
|
Priebe Wealth Holdings
Maple Grove,
Minnesota
|
$137M
|
+$11.1M
|
+9%
|
5.69%
|
–
|
67
|
22.39%
|
|
|
6410
|
|
$137M
|
+$947K
|
+0.7%
|
4.75%
|
54.6%
|
32
|
18.75%
|
|
|
6411
|
KRS Capital Management
Bloomfield,
Michigan
|
$137M
|
+$3.56M
|
+3%
|
5.58%
|
233%
|
119
|
5.88%
|
|
|
6412
|
Thor Investment Management
Cincinnati,
Ohio
|
$137M
|
+$9.81M
|
+8%
|
8.12%
|
–
|
48
|
10.42%
|
|
|
6413
|
Eagle Wealth Strategies
West Deptford,
New Jersey
|
$137M
|
+$13.4M
|
+11%
|
6.24%
|
–
|
112
|
22.32%
|
|
|
6414
|
Lewis Asset Management
Lafayette,
California
|
$137M
|
+$6.21M
|
+5%
|
4.8%
|
–
|
136
|
17.65%
|
|
|
6415
|
Prossimo Advisors
San Luis Obispo,
California
|
$137M
|
+$26.4M
|
+24%
|
6.97%
|
78.4%
|
143
|
13.99%
|
|
|
6416
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$137M
|
+$17.7M
|
+15%
|
6.04%
|
–
|
245
|
11.43%
|
|
|
6417
|
Chapman Investment Management
San Anselmo,
California
|
$137M
|
+$5.39M
|
+4%
|
6.65%
|
44%
|
32
|
3.13%
|
|
|
6418
|
Pullen Investment Management
Bradenton,
Florida
|
$137M
|
+$16.1M
|
+13%
|
9.17%
|
–
|
107
|
14.02%
|
|
|
6419
|
Wallace Advisory Group
Lafayette,
California
|
$137M
|
-$2.23M
|
-2%
|
3.21%
|
43.5%
|
178
|
0.56%
|
|
|
6420
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$137M
|
-$7.23M
|
-5%
|
7.72%
|
154%
|
232
|
15.52%
|
|
|
6421
|
Paragon Financial Partners
Woodland Hills,
California
|
$137M
|
+$8.19M
|
+6%
|
6.6%
|
80.6%
|
85
|
3.53%
|
|
|
6422
|
Amitell Capital
Singapore
|
$137M
|
+$16.1M
|
+13%
|
9.44%
|
180%
|
50
|
40%
|
|
|
6423
|
Shorepath Capital Management
Park City,
Utah
|
$137M
|
+$6.6M
|
+5%
|
4.55%
|
–
|
23
|
4.35%
|
|
|
6424
|
Longview Financial Advisors
Huntsville,
Alabama
|
$136M
|
+$4.99M
|
+4%
|
4.23%
|
–
|
48
|
12.5%
|
|
|
6425
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$136M
|
+$8.3M
|
+6%
|
6.98%
|
86.8%
|
135
|
8.89%
|
|