|
6526
|
FMB Wealth Management
Westlake Village,
California
|
$125M
|
+$15.9M
|
+15%
|
7.8%
|
71.1%
|
67
|
5.97%
|
|
|
6527
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$125M
|
+$10.1M
|
+9%
|
6.48%
|
–
|
79
|
7.59%
|
|
|
6528
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$125M
|
+$18.8M
|
+18%
|
18.3%
|
–
|
102
|
18.63%
|
|
|
6529
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$125M
|
+$2.28M
|
+2%
|
5.16%
|
38.5%
|
58
|
12.07%
|
|
|
6530
|
Lancaster Investment Management
London,
United Kingdom
|
$125M
|
-$65.7M
|
-34%
|
2.23%
|
18%
|
9
|
55.56%
|
|
|
6531
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$125M
|
+$26M
|
+26%
|
26.5%
|
154%
|
265
|
32.45%
|
|
|
6532
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$125M
|
+$22.1M
|
+21%
|
6.25%
|
–
|
367
|
23.98%
|
|
|
6533
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$125M
|
+$10.3M
|
+9%
|
9.99%
|
106%
|
123
|
11.38%
|
|
|
6534
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$125M
|
+$19.1M
|
+18%
|
10.8%
|
182%
|
103
|
23.3%
|
|
|
6535
|
FCG Investment Company
Germantown,
Tennessee
|
$125M
|
+$23M
|
+23%
|
20.8%
|
–
|
102
|
13.73%
|
|
|
6536
|
Atmos Advisory
Pittsburgh,
Pennsylvania
|
$125M
|
+$181K
|
+0.1%
|
3.14%
|
30.2%
|
21
|
4.76%
|
|
|
6537
|
Mosaic Financial Group
Chicago,
Illinois
|
$125M
|
–
|
–
|
8.01%
|
–
|
129
|
–
|
|
|
6538
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$125M
|
+$12.7M
|
+11%
|
7.12%
|
67.4%
|
85
|
31.76%
|
|
|
6539
|
LWM Advisory Services
Plantation,
Florida
|
$125M
|
+$11M
|
+10%
|
9.21%
|
64.9%
|
91
|
15.38%
|
|
|
6540
|
Schear Investment Advisers
Cincinnati,
Ohio
|
$125M
|
+$20.8M
|
+20%
|
17%
|
240%
|
88
|
21.59%
|
|
|
6541
|
Brightwater Advisory
Tampa,
Florida
|
$125M
|
+$6.08M
|
+5%
|
6.62%
|
–
|
66
|
36.36%
|
|
|
6542
|
Avid Wealth Partners
San Antonio,
Texas
|
$124M
|
+$23.6M
|
+23%
|
8.83%
|
–
|
43
|
41.86%
|
|
|
6543
|
Chaney Capital Management
Lynnwood,
Washington
|
$124M
|
+$12M
|
+11%
|
9.12%
|
–
|
32
|
6.25%
|
|
|
6544
|
Guardian Investment Management
Tiburon,
California
|
$124M
|
+$5.63M
|
+5%
|
10.6%
|
89.7%
|
58
|
10.34%
|
|
|
6545
|
Counterweight Ventures
Wilmington,
North Carolina
|
$124M
|
+$14.2M
|
+13%
|
11.8%
|
–
|
65
|
7.69%
|
|
|
6546
|
QVIDTVM Management
The Woodlands,
Texas
|
$124M
|
+$5.46M
|
+5%
|
7.01%
|
19.5%
|
12
|
41.67%
|
|
|
6547
|
Kraft Asset Management
Nashville,
Tennessee
|
$124M
|
+$5.45M
|
+5%
|
6.45%
|
41%
|
44
|
20.45%
|
|
|
6548
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$124M
|
+$11.8M
|
+10%
|
8.76%
|
107%
|
91
|
14.29%
|
|
|
6549
|
Schwallier Wealth Management
Grand Rapids,
Michigan
|
$124M
|
+$3.49M
|
+3%
|
6.62%
|
–
|
38
|
31.58%
|
|
|
6550
|
KRS Capital Management
Bloomfield,
Michigan
|
$124M
|
+$16.5M
|
+15%
|
23.1%
|
233%
|
122
|
9.84%
|
|