|
6501
|
Pacific Financial Group
Bellevue,
Washington
|
$136M
|
-$4.76M
|
-3%
|
5.95%
|
61.1%
|
59
|
10.17%
|
|
|
6502
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$136M
|
+$8.26M
|
+6%
|
6.28%
|
78.3%
|
124
|
12.9%
|
|
|
6503
|
Beaumont Capital Management
Boston,
Massachusetts
|
$136M
|
+$8.29M
|
+6%
|
7.27%
|
45.4%
|
60
|
40%
|
|
|
6504
|
Campion Asset Management
Falls Church,
Virginia
|
$136M
|
+$8.99M
|
+7%
|
8.94%
|
70.2%
|
96
|
5.21%
|
|
|
6505
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$136M
|
+$14.7M
|
+12%
|
5.3%
|
–
|
156
|
19.23%
|
|
|
6506
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$136M
|
+$12.4M
|
+10%
|
6.48%
|
–
|
151
|
7.95%
|
|
|
6507
|
Gerber LLC
Columbus,
Ohio
|
$136M
|
+$8.94M
|
+7%
|
8.65%
|
–
|
97
|
6.19%
|
|
|
6508
|
Brightwater Advisory
Tampa,
Florida
|
$136M
|
+$6.42M
|
+5%
|
7.01%
|
–
|
62
|
3.23%
|
|
|
6509
|
Newport Capital Group
Red Bank,
New Jersey
|
$136M
|
+$9.38M
|
+7%
|
5.84%
|
–
|
58
|
18.97%
|
|
|
6510
|
Broadwater Capital
Boston,
Massachusetts
|
$136M
|
+$5.97M
|
+5%
|
7.15%
|
–
|
239
|
0.84%
|
|
|
6511
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$136M
|
+$8.94M
|
+7%
|
9.94%
|
113%
|
117
|
10.26%
|
|
|
6512
|
Charter Research & Investment Group
Southport,
Connecticut
|
$136M
|
+$8.67M
|
+7%
|
7.96%
|
82.3%
|
85
|
5.88%
|
|
|
6513
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$136M
|
+$4.49M
|
+3%
|
4.95%
|
69.4%
|
82
|
36.59%
|
|
|
6514
|
Paladin Advisory Group
Clive,
Iowa
|
$136M
|
+$7.29M
|
+6%
|
5.74%
|
71.9%
|
236
|
5.08%
|
|
|
6515
|
Meixler Investment Management
Show Low,
Arizona
|
$136M
|
+$4.92M
|
+4%
|
6.37%
|
66.2%
|
120
|
20.83%
|
|
|
6516
|
Thompson Davis & Co
Richmond,
Virginia
|
$135M
|
+$20.1M
|
+17%
|
16.1%
|
188%
|
138
|
26.09%
|
|
|
6517
|
Vienna Asset Management
Saratoga,
California
|
$135M
|
+$14.6M
|
+12%
|
5.59%
|
–
|
56
|
39.29%
|
|
|
6518
|
SeaTown Holdings
Singapore
|
$135M
|
-$2.7M
|
-2%
|
8.82%
|
220%
|
16
|
31.25%
|
|
|
6519
|
Emergent Wealth Advisors
Williamsville,
New York
|
$135M
|
+$10.9M
|
+9%
|
6.31%
|
–
|
120
|
19.17%
|
|
|
6520
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$135M
|
+$9.81M
|
+8%
|
6.63%
|
112%
|
87
|
14.94%
|
|
|
6521
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$135M
|
+$2.37M
|
+2%
|
5.44%
|
–
|
394
|
14.72%
|
|
|
6522
|
Tevis Investment Management
Plano,
Texas
|
$135M
|
+$10.7M
|
+9%
|
7.72%
|
58.7%
|
93
|
10.75%
|
|
|
6523
|
Retireful LLC
Haslett,
Michigan
|
$135M
|
-$77.5M
|
-36%
|
7.74%
|
382%
|
132
|
79.55%
|
|
|
6524
|
WESPAC Advisors
Orinda,
California
|
$135M
|
+$7.35M
|
+6%
|
6.46%
|
112%
|
172
|
30.23%
|
|
|
6525
|
Wintrust Investments
Chicago,
Illinois
|
$135M
|
-$1.09B
|
-89%
|
6.77%
|
27.5%
|
520
|
15%
|
|