|
6501
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$138M
|
+$13.2M
|
+11%
|
2.95%
|
–
|
103
|
5.83%
|
|
|
6502
|
Emergent Wealth Advisors
Williamsville,
New York
|
$138M
|
-$4.14K
|
-0%
|
1.47%
|
–
|
123
|
18.7%
|
|
|
6503
|
McCarthy Asset Management
Redwood Shores,
California
|
$138M
|
-$3.69M
|
-3%
|
1.19%
|
40.1%
|
25
|
0%
|
|
|
6504
|
Tenzing Global Management
San Francisco,
California
|
$138M
|
+$4.2M
|
+3%
|
2.38%
|
218%
|
26
|
46.15%
|
|
|
6505
|
Optimize Financial
Laguna Hills,
California
|
$138M
|
+$4.5M
|
+3%
|
7.97%
|
–
|
300
|
49%
|
|
|
6506
|
Boyar Asset Management
New York
|
$138M
|
-$13.7M
|
-9%
|
1.04%
|
58.4%
|
80
|
6.25%
|
|
|
6507
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$138M
|
+$1.03M
|
+0.8%
|
3.36%
|
–
|
764
|
7.59%
|
|
|
6508
|
PPS&V Asset Management Consultants
Portage,
Michigan
|
$138M
|
-$10.2M
|
-7%
|
5.51%
|
71.1%
|
40
|
7.5%
|
|
|
6509
|
CAP Partners LLC
Franklin,
Tennessee
|
$138M
|
-$4.08M
|
-3%
|
4.47%
|
–
|
142
|
15.49%
|
|
|
6510
|
Watchtower Advisors
Old Greenwich,
Connecticut
|
$138M
|
-$38.9M
|
-22%
|
6.47%
|
272%
|
17
|
29.41%
|
|
|
6511
|
Jericho Financial
Westerville,
Ohio
|
$138M
|
-$490K
|
-0.4%
|
1.03%
|
–
|
43
|
9.3%
|
|
|
6512
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$138M
|
-$5.25M
|
-4%
|
0.4%
|
52.4%
|
94
|
8.51%
|
|
|
6513
|
ROI Financial Advisors
Beaverton,
Oregon
|
$138M
|
-$9.21M
|
-6%
|
3.25%
|
–
|
65
|
10.77%
|
|
|
6514
|
Helium Advisors
Everett,
Washington
|
$137M
|
+$11.2M
|
+9%
|
1.2%
|
–
|
108
|
10.19%
|
|
|
6515
|
Farrell Financial
Orchard Park,
New York
|
$137M
|
-$2.53M
|
-2%
|
1.67%
|
–
|
67
|
5.97%
|
|
|
6516
|
Atala Financial
Calabasas,
California
|
$137M
|
-$5.16M
|
-4%
|
3.54%
|
–
|
482
|
3.53%
|
|
|
6517
|
Clark & Stuart Inc
Portland,
Maine
|
$137M
|
+$617K
|
+0.5%
|
2.06%
|
–
|
44
|
4.55%
|
|
|
6518
|
Sheridan Capital Management
San Rafael,
California
|
$137M
|
-$5.16M
|
-4%
|
2.4%
|
–
|
29
|
13.79%
|
|
|
6519
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$137M
|
-$3.5M
|
-2%
|
1.16%
|
–
|
122
|
29.51%
|
|
|
6520
|
Plustick Management
Charlottesville,
Virginia
|
$137M
|
-$21.7M
|
-14%
|
7.8%
|
1,098%
|
23
|
30.43%
|
|
|
6521
|
|
$137M
|
-$83.3M
|
-38%
|
3.2%
|
14.8%
|
13
|
7.69%
|
|
|
6522
|
Broadway Wealth Solutions
San Antonio,
Texas
|
$137M
|
+$5.19M
|
+4%
|
0.31%
|
–
|
96
|
12.5%
|
|
|
6523
|
Cox Capital Management
Andover,
Massachusetts
|
$137M
|
-$18.8M
|
-12%
|
0.03%
|
95.3%
|
69
|
18.84%
|
|
|
6524
|
Aflac Inc
Columbus,
Georgia
|
$137M
|
-$39.6M
|
-22%
|
22.3%
|
31.1%
|
3
|
0%
|
|
|
6525
|
Graphene Investments SAS
Paris,
France
|
$137M
|
-$7.89M
|
-5%
|
6.04%
|
86.5%
|
48
|
10.42%
|
|