|
6501
|
FPC Investment Advisory
Petaluma,
California
|
$146M
|
+$8.89M
|
+7%
|
0.87%
|
–
|
283
|
90.46%
|
|
|
6502
|
|
$146M
|
-$40.3M
|
-22%
|
21.5%
|
45.9%
|
2
|
0%
|
|
|
6503
|
Aufman Associates
Sewickley,
Pennsylvania
|
$145M
|
-$2.68M
|
-2%
|
1.9%
|
136%
|
61
|
9.84%
|
|
|
6504
|
Insight Inv LLC
El Segundo,
California
|
$145M
|
+$1.75M
|
+1%
|
0.26%
|
136%
|
139
|
15.11%
|
|
|
6505
|
Allen Wealth Management
Boone,
North Carolina
|
$145M
|
+$5.68M
|
+4%
|
3.45%
|
–
|
61
|
3.28%
|
|
|
6506
|
AHL Investment Management
Winter Park,
Florida
|
$145M
|
+$2.27M
|
+2%
|
2.84%
|
57.7%
|
70
|
5.71%
|
|
|
6507
|
Strategic Financial Planning
Plano,
Texas
|
$145M
|
-$1.72M
|
-1%
|
0.85%
|
47.5%
|
37
|
5.41%
|
|
|
6508
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$145M
|
-$983K
|
-0.7%
|
1.73%
|
73.1%
|
171
|
10.53%
|
|
|
6509
|
TSG Consumer Partners
Larkspur,
California
|
$145M
|
-$38.8M
|
-21%
|
17.9%
|
70.1%
|
1
|
0%
|
|
|
6510
|
Ampersand Capital Group
Burlingame,
California
|
$145M
|
-$4.39M
|
-3%
|
7.19%
|
–
|
7
|
0%
|
|
|
6511
|
Syntax Research
Boca Raton,
Florida
|
$145M
|
+$5.38M
|
+4%
|
1.31%
|
42.9%
|
189
|
10.58%
|
|
|
6512
|
Lake Hills Wealth Management
Austin,
Texas
|
$145M
|
-$1.61M
|
-1%
|
1.15%
|
78.8%
|
76
|
61.84%
|
|
|
6513
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$145M
|
-$5.07M
|
-3%
|
1.37%
|
51.4%
|
125
|
17.6%
|
|
|
6514
|
Kopp Family Office
Bloomington,
Minnesota
|
$145M
|
-$13.2M
|
-8%
|
9.36%
|
34%
|
29
|
31.03%
|
|
|
6515
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$145M
|
-$3.16M
|
-2%
|
2.63%
|
–
|
50
|
22%
|
|
|
6516
|
Meixler Investment Management
Show Low,
Arizona
|
$145M
|
+$9.37M
|
+7%
|
5.45%
|
66.2%
|
125
|
17.6%
|
|
|
6517
|
Archer Investment Management
Austin,
Texas
|
$145M
|
-$17.9M
|
-11%
|
0.19%
|
–
|
65
|
23.08%
|
|
|
6518
|
Wallace Advisory Group
Lafayette,
California
|
$144M
|
-$195K
|
-0.1%
|
1.6%
|
50.9%
|
201
|
16.42%
|
|
|
6519
|
L.K. Benson & Company
Baltimore,
Maryland
|
$144M
|
+$2.52M
|
+2%
|
3.45%
|
–
|
100
|
7%
|
|
|
6520
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$144M
|
-$1.13M
|
-0.8%
|
2.9%
|
68.1%
|
78
|
14.1%
|
|
|
6521
|
Clark Financial Services Group
Chesterfield,
Missouri
|
$144M
|
+$13.6M
|
+10%
|
3.93%
|
102%
|
103
|
29.13%
|
|
|
6522
|
Amitell Capital
Singapore
|
$144M
|
+$21.1M
|
+17%
|
4.12%
|
196%
|
57
|
47.37%
|
|
|
6523
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$144M
|
+$3.01M
|
+2%
|
1.09%
|
–
|
54
|
14.81%
|
|
|
6524
|
MWA Asset Management
Lexington,
Massachusetts
|
$144M
|
-$6.18M
|
-4%
|
3.71%
|
174%
|
129
|
11.63%
|
|
|
6525
|
Granite Group Advisors
Stamford,
Connecticut
|
$144M
|
-$12.8M
|
-8%
|
5.41%
|
–
|
84
|
15.48%
|
|