|
6401
|
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
|
$176M
|
+$17.1M
|
+11%
|
15.5%
|
81.2%
|
81
|
2.47%
|
|
|
6402
|
RPS Advisory Solutions
Louisville,
Kentucky
|
$176M
|
-$35.6M
|
-17%
|
1.17%
|
–
|
147
|
35.37%
|
|
|
6403
|
|
$176M
|
+$13.9M
|
+9%
|
13.2%
|
–
|
131
|
13.74%
|
|
|
6404
|
Cornerstone Wealth Partners
Okemos,
Michigan
|
$176M
|
+$32.2M
|
+22%
|
4.59%
|
–
|
21
|
28.57%
|
|
|
6405
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$176M
|
-$2.96M
|
-2%
|
0.75%
|
50.4%
|
184
|
4.35%
|
|
|
6406
|
NVP Associates
Menlo Park,
California
|
$176M
|
-$79M
|
-31%
|
15.5%
|
953%
|
6
|
16.67%
|
|
|
6407
|
Atmos Advisory
Pittsburgh,
Pennsylvania
|
$176M
|
+$3.54M
|
+2%
|
0.01%
|
30.2%
|
21
|
4.76%
|
|
|
6408
|
Farrow Financial
Randolph,
Vermont
|
$176M
|
+$2.04M
|
+1%
|
0.26%
|
–
|
54
|
3.7%
|
|
|
6409
|
Union Square Park Capital Management
New York
|
$176M
|
-$31.9M
|
-15%
|
4.5%
|
47.3%
|
79
|
64.56%
|
|
|
6410
|
4J Wealth Management
Alexandria,
Virginia
|
$176M
|
+$1.24M
|
+0.7%
|
2.33%
|
68.2%
|
106
|
12.26%
|
|
|
6411
|
Draper Asset Management
Smithtown,
New York
|
$176M
|
-$14M
|
-7%
|
8%
|
173%
|
27
|
29.63%
|
|
|
6412
|
Lifetime Wealth Management
Rockwall,
Texas
|
$176M
|
+$16.6M
|
+10%
|
13.9%
|
–
|
91
|
7.69%
|
|
|
6413
|
Taylor Frigon Capital Management
Scottsdale,
Arizona
|
$176M
|
-$21.8M
|
-11%
|
4.62%
|
131%
|
96
|
6.25%
|
|
|
6414
|
Nolet Wealth Management
Fort Worth,
Texas
|
$176M
|
-$3.64M
|
-2%
|
2.61%
|
–
|
102
|
20.59%
|
|
|
6415
|
Boyar Asset Management
New York
|
$176M
|
+$18M
|
+11%
|
2.42%
|
58.4%
|
82
|
13.41%
|
|
|
6416
|
Birchview Capital
Burlington,
Vermont
|
$176M
|
+$4.87M
|
+3%
|
10.1%
|
233%
|
85
|
34.12%
|
|
|
6417
|
Tevis Investment Management
Plano,
Texas
|
$176M
|
+$9.5M
|
+6%
|
2.45%
|
58.7%
|
125
|
36%
|
|
|
6418
|
Flywheel Private Wealth
Los Altos,
California
|
$176M
|
+$15.4M
|
+10%
|
3.99%
|
–
|
108
|
25.93%
|
|
|
6419
|
InTrack Investment Management
South Burlington,
Vermont
|
$175M
|
-$3.3M
|
-2%
|
1.1%
|
84.9%
|
117
|
15.38%
|
|
|
6420
|
Providence Financial Advisors
Overland Park,
Kansas
|
$175M
|
+$75.2M
|
+75%
|
0.18%
|
–
|
63
|
22.22%
|
|
|
6421
|
Sterling Wealth Advisors
Plantation,
Florida
|
$175M
|
+$9.68M
|
+6%
|
0.95%
|
–
|
20
|
0%
|
|
|
6422
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$175M
|
-$3.13M
|
-2%
|
2.24%
|
75.5%
|
83
|
8.43%
|
|
|
6423
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$175M
|
+$10.3M
|
+6%
|
2.06%
|
–
|
53
|
5.66%
|
|
|
6424
|
Humankind Investments
New York
|
$175M
|
-$47.9M
|
-21%
|
4.71%
|
46.4%
|
28
|
64.29%
|
|
|
6425
|
Momentous Wealth Management
Vancouver,
Washington
|
$175M
|
-$1.37M
|
-0.8%
|
0.43%
|
–
|
48
|
18.75%
|
|