|
6501
|
Stegner Investment Associates
Louisville,
Kentucky
|
$151M
|
+$3.93M
|
+3%
|
3.23%
|
75.3%
|
27
|
11.11%
|
|
|
6502
|
Wolff Wiese Magana
Carslbad,
California
|
$151M
|
+$4.89M
|
+3%
|
3.67%
|
136%
|
1,025
|
10.15%
|
|
|
6503
|
Semus Wealth Partners
Boca Raton,
Florida
|
$151M
|
+$8.06M
|
+6%
|
5.76%
|
88.7%
|
126
|
15.08%
|
|
|
6504
|
Cadence Wealth Management
Westborough,
Massachusetts
|
$151M
|
+$28M
|
+23%
|
7.8%
|
56.4%
|
49
|
12.24%
|
|
|
6505
|
Defined Wealth Management
Beaverton,
Oregon
|
$151M
|
-$3.02M
|
-2%
|
0.52%
|
70.3%
|
110
|
4.55%
|
|
|
6506
|
LifeWealth Investments
Winter Garden,
Florida
|
$151M
|
–
|
–
|
0.78%
|
–
|
148
|
–
|
|
|
6507
|
Bastion Asset Management
Montreal,
Canada
|
$151M
|
–
|
–
|
9.83%
|
–
|
46
|
–
|
|
|
6508
|
Solas Capital Management
Darien,
Connecticut
|
$151M
|
+$8.13M
|
+6%
|
5.92%
|
62.5%
|
20
|
15%
|
|
|
6509
|
Horizon Family Wealth
Chicago,
Illinois
|
$151M
|
+$10.4M
|
+7%
|
1.05%
|
68.6%
|
91
|
24.18%
|
|
|
6510
|
Palouse Capital Management
Spokane,
Washington
|
$150M
|
-$7.95M
|
-5%
|
2.8%
|
67.8%
|
142
|
16.2%
|
|
|
6511
|
MWA Asset Management
Lexington,
Massachusetts
|
$150M
|
-$27.8K
|
-0%
|
3.78%
|
174%
|
135
|
12.59%
|
|
|
6512
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$150M
|
+$4.71M
|
+3%
|
0.57%
|
–
|
114
|
7.02%
|
|
|
6513
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$150M
|
-$73.1K
|
-0%
|
1.35%
|
59.6%
|
115
|
10.43%
|
|
|
6514
|
National Wealth Management Group
Cincinnati,
Ohio
|
$150M
|
+$2.61M
|
+2%
|
4.6%
|
123%
|
179
|
39.66%
|
|
|
6515
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$150M
|
–
|
–
|
1.43%
|
–
|
516
|
–
|
|
|
6516
|
Apis Capital Advisors
New York
|
$150M
|
+$6.4M
|
+4%
|
38.9%
|
1,532%
|
38
|
36.84%
|
|
|
6517
|
Channing Global Advisors
Miami,
Florida
|
$150M
|
+$31.6M
|
+27%
|
1.62%
|
131%
|
58
|
24.14%
|
|
|
6518
|
Western Standard LLC
Los Angeles,
California
|
$150M
|
+$43.5M
|
+41%
|
1.54%
|
83.7%
|
28
|
42.86%
|
|
|
6519
|
Williamson Legacy Group
Carmel,
Indiana
|
$150M
|
+$413K
|
+0.3%
|
6.04%
|
–
|
135
|
37.04%
|
|
|
6520
|
LeClair Wealth Partners
Dublin,
Ohio
|
$150M
|
–
|
–
|
2.16%
|
–
|
96
|
–
|
|
|
6521
|
Stonebridge Advisors
Wilton,
Connecticut
|
$150M
|
+$631K
|
+0.4%
|
4.34%
|
3.35%
|
5
|
40%
|
|
|
6522
|
Sectoral Asset Management
Montreal,
Quebec, Canada
|
$150M
|
-$19.5M
|
-12%
|
0.63%
|
168%
|
99
|
22.22%
|
|
|
6523
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
$150M
|
+$3.98M
|
+3%
|
0.91%
|
–
|
30
|
20%
|
|
|
6524
|
R.H. Dinel Investment Counsel
Los Angeles,
California
|
$150M
|
-$10.3M
|
-6%
|
4.91%
|
34.1%
|
42
|
0%
|
|
|
6525
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$150M
|
+$1.72M
|
+1%
|
0.36%
|
51.4%
|
129
|
14.73%
|
|