|
6401
|
Immersion
Aventura,
Florida
|
$156M
|
–
|
–
|
6.67%
|
–
|
5
|
–
|
|
|
6402
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$156M
|
-$16.9M
|
-10%
|
1.01%
|
61.4%
|
84
|
10.71%
|
|
|
6403
|
Cox Capital Management
Andover,
Massachusetts
|
$156M
|
-$11.4M
|
-7%
|
0.82%
|
95.3%
|
72
|
15.28%
|
|
|
6404
|
Crown Advisors Management
Larkspur,
California
|
$156M
|
+$310K
|
+0.2%
|
5.05%
|
284%
|
44
|
22.73%
|
|
|
6405
|
Udine Wealth Management
Boca Raton,
Florida
|
$156M
|
+$14M
|
+10%
|
10.5%
|
127%
|
34
|
26.47%
|
|
|
6406
|
Client First Investment Management
West Bend,
Wisconsin
|
$156M
|
+$24.9M
|
+19%
|
8.62%
|
–
|
31
|
48.39%
|
|
|
6407
|
Thompson Davis & Co
Richmond,
Virginia
|
$155M
|
+$20.1M
|
+15%
|
19.6%
|
188%
|
151
|
29.8%
|
|
|
6408
|
Kiely Wealth Advisory Group
Kernersville,
North Carolina
|
$155M
|
-$2.39M
|
-2%
|
0.11%
|
–
|
318
|
3.14%
|
|
|
6409
|
Knoll Capital Management
Miami,
Florida
|
$155M
|
-$60.5M
|
-28%
|
0.46%
|
260%
|
36
|
2.78%
|
|
|
6410
|
FSC Wealth Advisors
Fishkill,
New York
|
$155M
|
+$16M
|
+12%
|
0.92%
|
34.3%
|
329
|
18.84%
|
|
|
6411
|
Martin Capital Advisors
San Antonio,
Texas
|
$155M
|
+$14.8M
|
+11%
|
5.52%
|
117%
|
70
|
5.71%
|
|
|
6412
|
Union Square Park Capital Management
New York
|
$155M
|
+$17.3M
|
+13%
|
0.88%
|
75.8%
|
45
|
51.11%
|
|
|
6413
|
Laurel Wealth Planning
Edina,
Minnesota
|
$155M
|
+$1.92M
|
+1%
|
1.97%
|
53.1%
|
55
|
3.64%
|
|
|
6414
|
Ervin Investment Management
Seattle,
Washington
|
$155M
|
-$838K
|
-0.5%
|
3.39%
|
84.3%
|
39
|
5.13%
|
|
|
6415
|
Strategic Value Bank Partners
Cleveland,
Ohio
|
$155M
|
-$7.89M
|
-5%
|
5.73%
|
98.1%
|
18
|
22.22%
|
|
|
6416
|
Ledgewood Wealth Advisors
Exeter,
New Hampshire
|
$155M
|
+$6.45M
|
+4%
|
1.41%
|
–
|
73
|
6.85%
|
|
|
6417
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$155M
|
-$3.29M
|
-2%
|
0.17%
|
61.1%
|
126
|
6.35%
|
|
|
6418
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$155M
|
+$9.58M
|
+7%
|
6.43%
|
107%
|
98
|
12.24%
|
|
|
6419
|
Nipun Capital
Foster City,
California
|
$155M
|
-$3.43M
|
-2%
|
8.9%
|
–
|
9
|
33.33%
|
|
|
6420
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$155M
|
-$1.28M
|
-0.8%
|
1.31%
|
65.9%
|
40
|
0%
|
|
|
6421
|
Kearns & Associates
Palos Verdes Estates,
California
|
$155M
|
+$3.07M
|
+2%
|
1.28%
|
69.4%
|
44
|
4.55%
|
|
|
6422
|
Oxford Wealth Group
Orlando,
Florida
|
$155M
|
+$31.8M
|
+26%
|
3.17%
|
–
|
62
|
14.52%
|
|
|
6423
|
Wealth Group
Raleigh,
North Carolina
|
$155M
|
+$5.58M
|
+4%
|
1.28%
|
–
|
164
|
9.76%
|
|
|
6424
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$154M
|
-$12.9M
|
-8%
|
0.27%
|
60.7%
|
132
|
18.94%
|
|
|
6425
|
Tenon Financial
Metuchen,
New Jersey
|
$154M
|
+$3.45M
|
+2%
|
0.68%
|
–
|
49
|
16.33%
|
|