|
6401
|
Stegner Investment Associates
Louisville,
Kentucky
|
$188M
|
+$5.81M
|
+3%
|
1.6%
|
75.3%
|
34
|
14.71%
|
|
|
6402
|
Spectrum Strategic Capital Management
Corvallis,
Oregon
|
$188M
|
-$7M
|
-4%
|
1.79%
|
–
|
82
|
52.44%
|
|
|
6403
|
Lantern Wealth Advisors
Melville,
New York
|
$188M
|
-$719K
|
-0.4%
|
2.72%
|
–
|
175
|
16.57%
|
|
|
6404
|
Buttonwood Financial Group
Kansas City,
Missouri
|
$188M
|
-$43.5M
|
-19%
|
2.11%
|
73.1%
|
34
|
11.76%
|
|
|
6405
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$188M
|
+$9.13M
|
+5%
|
2.89%
|
–
|
37
|
5.41%
|
|
|
6406
|
Andrews Advisory Associates
Honolulu,
Hawaii
|
$188M
|
–
|
–
|
1.06%
|
–
|
81
|
–
|
|
|
6407
|
First Bancorp
Damariscotta,
Maine
|
$188M
|
+$151K
|
+0.1%
|
2.7%
|
73.8%
|
134
|
8.21%
|
|
|
6408
|
LSP Investment Advisors
New York
|
$188M
|
+$21.7M
|
+13%
|
5.2%
|
79.5%
|
22
|
4.55%
|
|
|
6409
|
Clark Financial Services Group
Chesterfield,
Missouri
|
$188M
|
-$185K
|
-0.1%
|
2.68%
|
102%
|
109
|
13.76%
|
|
|
6410
|
Claris Financial
Glen Allen,
Virginia
|
$188M
|
+$11.8M
|
+7%
|
1.73%
|
–
|
193
|
22.28%
|
|
|
6411
|
Elemental Capital Partners
San Francisco,
California
|
$188M
|
+$11.1M
|
+6%
|
0.74%
|
–
|
6
|
0%
|
|
|
6412
|
Pelham Capital
London,
United Kingdom
|
$188M
|
-$14.2M
|
-7%
|
1.54%
|
135%
|
14
|
28.57%
|
|
|
6413
|
Next Level Wealth Planning
Meridian,
Idaho
|
$188M
|
+$10.8M
|
+6%
|
2.47%
|
–
|
67
|
10.45%
|
|
|
6414
|
David J. Yvars Group
University Park,
Florida
|
$188M
|
+$1.19M
|
+0.6%
|
1.14%
|
125%
|
103
|
18.45%
|
|
|
6415
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$188M
|
+$10M
|
+6%
|
8.45%
|
167%
|
110
|
21.82%
|
|
|
6416
|
Horizon Family Wealth
Chicago,
Illinois
|
$188M
|
+$13.8M
|
+8%
|
2.11%
|
68.6%
|
87
|
14.94%
|
|
|
6417
|
LCW Services
Virginia Beach,
Virginia
|
$188M
|
–
|
–
|
1.68%
|
–
|
39
|
–
|
|
|
6418
|
Granby Capital Management
Miami Beach,
Florida
|
$187M
|
-$850K
|
-0.5%
|
1.34%
|
50%
|
21
|
28.57%
|
|
|
6419
|
Granite FO LLC
Bedford,
New Hampshire
|
$187M
|
+$3.35M
|
+2%
|
6.35%
|
111%
|
192
|
9.38%
|
|
|
6420
|
Sylvest Advisors
Dallas,
Texas
|
$187M
|
+$1.28M
|
+0.7%
|
1.87%
|
–
|
75
|
9.33%
|
|
|
6421
|
TritonPoint Partners
Chevy Chase,
Maryland
|
$187M
|
–
|
–
|
2.95%
|
–
|
152
|
–
|
|
|
6422
|
Broadway Wealth Solutions
San Antonio,
Texas
|
$187M
|
+$8.92M
|
+5%
|
1.63%
|
–
|
101
|
11.88%
|
|
|
6423
|
GuidedMoney
Black Earth,
Wisconsin
|
$187M
|
–
|
–
|
1.31%
|
–
|
30
|
–
|
|
|
6424
|
Fort Vancouver Investment Management
Vancouver,
Washington
|
$187M
|
+$7M
|
+4%
|
2.1%
|
–
|
51
|
5.88%
|
|
|
6425
|
Boomfish Wealth Group
Alpharetta,
Georgia
|
$187M
|
+$1.69M
|
+0.9%
|
1.34%
|
–
|
90
|
8.89%
|
|