|
6451
|
Axis Wealth Partners
East Providence,
Rhode Island
|
$208M
|
+$20.2M
|
+11%
|
9.99%
|
–
|
197
|
18.78%
|
1.2
|
|
|
6452
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$208M
|
+$28.1M
|
+16%
|
12.5%
|
68.6%
|
44
|
2.27%
|
2
|
|
|
6453
|
Meridian Financial
Holliston,
Massachusetts
|
$208M
|
+$25.2M
|
+14%
|
12.5%
|
58.5%
|
152
|
11.18%
|
2.9
|
|
|
6454
|
Andrews Advisory Associates
Honolulu,
Hawaii
|
$208M
|
+$18.2M
|
+10%
|
9.1%
|
–
|
89
|
11.24%
|
0.4
|
|
|
6455
|
Kentucky Trust Company
Danville,
Kentucky
|
$208M
|
+$17.1M
|
+9%
|
15.3%
|
–
|
326
|
7.67%
|
1.3
|
|
|
6456
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$208M
|
-$4.54M
|
-2%
|
20.9%
|
135%
|
126
|
16.67%
|
8.4
|
|
|
6457
|
Arena Capital Advisors
Los Angeles,
California
|
$208M
|
+$8.23M
|
+4%
|
3.47%
|
127%
|
22
|
9.09%
|
1.7
|
|
|
6458
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$208M
|
+$15.9M
|
+8%
|
9.62%
|
63.5%
|
62
|
3.23%
|
3.8
|
|
|
6459
|
Sheridan Capital Management
San Rafael,
California
|
$208M
|
+$18.1M
|
+10%
|
9.64%
|
–
|
32
|
6.25%
|
1.8
|
|
|
6460
|
William B. Walkup & Associates
Columbia,
South Carolina
|
$208M
|
+$40.2M
|
+24%
|
16.6%
|
–
|
266
|
41.73%
|
1.2
|
|
|
6461
|
Stonebridge Capital Management
Los Angeles,
California
|
$208M
|
-$12.3M
|
-6%
|
33.3%
|
–
|
89
|
31.46%
|
8.4
|
|
|
6462
|
Babb Wealth Advisors
Flagstaff,
Arizona
|
$207M
|
+$24.6M
|
+13%
|
9.09%
|
–
|
20
|
10%
|
1.3
|
|
|
6463
|
BCK Partners
Corning,
New York
|
$207M
|
+$22.2M
|
+12%
|
11.1%
|
46%
|
28
|
7.14%
|
4.1
|
|
|
6464
|
Seven Bridges Advisors
New York
|
$207M
|
–
|
–
|
16.1%
|
–
|
16
|
–
|
1.1
|
|
|
6465
|
RWQ Financial Management Services
Naples,
Florida
|
$207M
|
+$53.9M
|
+35%
|
38.5%
|
446%
|
27
|
29.63%
|
1.7
|
|
|
6466
|
Everstar Asset Management
Mooresville,
North Carolina
|
$207M
|
+$19.4M
|
+10%
|
7.96%
|
–
|
213
|
17.84%
|
1.2
|
|
|
6467
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$207M
|
+$13.8M
|
+7%
|
9.28%
|
43.6%
|
59
|
5.08%
|
3.9
|
|
|
6468
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$207M
|
+$26.1M
|
+14%
|
15.8%
|
103%
|
114
|
18.42%
|
3.3
|
|
|
6469
|
Lynwood Price Capital Management
Austin,
Texas
|
$207M
|
+$20.9M
|
+11%
|
19.8%
|
–
|
16
|
31.25%
|
0.9
|
|
|
6470
|
Catalyst Private Wealth
San Mateo,
California
|
$207M
|
+$22.5M
|
+12%
|
15.6%
|
120%
|
85
|
14.12%
|
3.6
|
|
|
6471
|
Semus Wealth Partners
Boca Raton,
Florida
|
$207M
|
+$27.9M
|
+16%
|
16.5%
|
107%
|
121
|
16.53%
|
2.4
|
|
|
6472
|
Hofer & Associates
Thousand Oaks,
California
|
$207M
|
+$20.8M
|
+11%
|
9.76%
|
61.7%
|
71
|
11.27%
|
2.8
|
|
|
6473
|
Mullaney, Keating & Wright
Middletown,
Connecticut
|
$207M
|
+$22.7M
|
+12%
|
11.7%
|
–
|
75
|
10.67%
|
1.5
|
|
|
6474
|
Aspen Wealth Strategies
Arvada,
Colorado
|
$207M
|
+$19.3M
|
+10%
|
11.1%
|
65.8%
|
91
|
3.3%
|
2.4
|
|
|
6475
|
GordonMD Global Investments
Beverely Hills,
California
|
$207M
|
+$63.1M
|
+44%
|
29.6%
|
–
|
17
|
11.76%
|
0.4
|
|