|
6501
|
Thoma Capital Management
Towson,
Maryland
|
$174M
|
-$509K
|
-0.3%
|
1.32%
|
–
|
62
|
8.06%
|
|
|
6502
|
Financial Planning Hawaii
Honolulu,
Hawaii
|
$174M
|
–
|
–
|
3.03%
|
–
|
128
|
–
|
|
|
6503
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$174M
|
+$2.95M
|
+2%
|
1.3%
|
42.9%
|
207
|
8.21%
|
|
|
6504
|
Yukon Wealth Management
Overland Park,
Kansas
|
$174M
|
-$132M
|
-43%
|
1.89%
|
–
|
135
|
45.19%
|
|
|
6505
|
Defined Wealth Management
Beaverton,
Oregon
|
$173M
|
+$1.26M
|
+0.7%
|
1.58%
|
70.3%
|
110
|
4.55%
|
|
|
6506
|
Optivise Advisory Services
Franklin,
Tennessee
|
$173M
|
+$5.34M
|
+3%
|
2.37%
|
–
|
231
|
29%
|
|
|
6507
|
Tiptree Advisors
New York
|
$173M
|
+$13.5M
|
+8%
|
7.75%
|
–
|
27
|
44.44%
|
|
|
6508
|
TLW Wealth Management
Indian Rocks Beach,
Florida
|
$173M
|
-$1.39M
|
-0.8%
|
4.97%
|
82.9%
|
19
|
0%
|
|
|
6509
|
Wealth Science Advisors
Alpharetta,
Georgia
|
$173M
|
–
|
–
|
3.49%
|
–
|
71
|
–
|
|
|
6510
|
H Squared Management
New York
|
$173M
|
–
|
–
|
1.01%
|
–
|
11
|
–
|
|
|
6511
|
Silverberg Bernstein Capital Management
Armonk,
New York
|
$173M
|
+$8.38M
|
+5%
|
6.83%
|
–
|
67
|
1.49%
|
|
|
6512
|
Heronetta Management
New York
|
$173M
|
-$9.66M
|
-5%
|
0.45%
|
59.7%
|
25
|
0%
|
|
|
6513
|
Finivi Inc
Westborough,
Massachusetts
|
$173M
|
+$15.9M
|
+10%
|
2.49%
|
–
|
104
|
7.69%
|
|
|
6514
|
Michael S. Ryan Inc
Latham,
New York
|
$173M
|
+$5.3M
|
+3%
|
2.46%
|
60.4%
|
58
|
13.79%
|
|
|
6515
|
Williams Financial
North Bennington,
Vermont
|
$173M
|
+$75.9M
|
+78%
|
1.08%
|
28.5%
|
31
|
67.74%
|
|
|
6516
|
Brookmont Capital Management
Dallas,
Texas
|
$173M
|
-$7.05M
|
-4%
|
3.74%
|
36.6%
|
59
|
8.47%
|
|
|
6517
|
Lagoda Investment Management
New York
|
$173M
|
-$4.05M
|
-2%
|
2.35%
|
193%
|
26
|
15.38%
|
|
|
6518
|
Tacita Capital
Toronto,
Ontario, Canada
|
$173M
|
+$7.14M
|
+4%
|
3.06%
|
60.3%
|
222
|
6.76%
|
|
|
6519
|
Atmos Advisory
Pittsburgh,
Pennsylvania
|
$173M
|
+$8.44M
|
+5%
|
0.61%
|
30.2%
|
21
|
4.76%
|
|
|
6520
|
Velan Capital Investment Management
Alpharetta,
Georgia
|
$172M
|
+$65.9M
|
+62%
|
117%
|
2,525%
|
57
|
33.33%
|
|
|
6521
|
LeClair Wealth Partners
Dublin,
Ohio
|
$172M
|
+$11.9M
|
+7%
|
2.78%
|
–
|
115
|
11.3%
|
|
|
6522
|
SeaTown Holdings
Singapore
|
$172M
|
-$1.09M
|
-0.6%
|
5.61%
|
220%
|
21
|
33.33%
|
|
|
6523
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$172M
|
+$3.08M
|
+2%
|
2.3%
|
47.8%
|
136
|
17.65%
|
|
|
6524
|
PPS&V Asset Management Consultants
Portage,
Michigan
|
$172M
|
-$954K
|
-0.6%
|
2.51%
|
71.1%
|
43
|
4.65%
|
|
|
6525
|
Anderson Financial Strategies
Dayton,
Ohio
|
$172M
|
+$3.42M
|
+2%
|
0.64%
|
–
|
40
|
10%
|
|