|
6551
|
MontVue Capital Management
Lynchburg,
Virginia
|
$126M
|
+$12.6M
|
+11%
|
1.92%
|
–
|
59
|
22.03%
|
|
|
6552
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$126M
|
-$22.6M
|
-15%
|
1.9%
|
39.9%
|
36
|
2.78%
|
|
|
6553
|
Indie Asset Partners
Carmel,
Indiana
|
$126M
|
+$13.2M
|
+12%
|
9.44%
|
119%
|
103
|
18.45%
|
|
|
6554
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$125M
|
+$8.3M
|
+7%
|
4.63%
|
112%
|
84
|
9.52%
|
|
|
6555
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$125M
|
+$3.07M
|
+3%
|
0.33%
|
38.3%
|
82
|
7.32%
|
|
|
6556
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$125M
|
+$143K
|
+0.1%
|
6.09%
|
182%
|
111
|
26.13%
|
|
|
6557
|
Berry Wealth Group
Granbury,
Texas
|
$125M
|
+$4.68M
|
+4%
|
2.67%
|
–
|
92
|
20.65%
|
|
|
6558
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$125M
|
+$8.05M
|
+7%
|
7.14%
|
–
|
77
|
5.19%
|
|
|
6559
|
Copperleaf Capital
Raleigh,
North Carolina
|
$125M
|
+$9.54M
|
+8%
|
1.44%
|
102%
|
95
|
11.58%
|
|
|
6560
|
QVIDTVM Management
The Woodlands,
Texas
|
$125M
|
+$819K
|
+0.7%
|
5.41%
|
19.5%
|
10
|
30%
|
|
|
6561
|
POM Investment Strategies
Raleigh,
North Carolina
|
$125M
|
+$2.86M
|
+2%
|
3.09%
|
–
|
332
|
27.11%
|
|
|
6562
|
Crew Capital Management
Cincinnati,
Ohio
|
$125M
|
+$1.59M
|
+1%
|
3.7%
|
104%
|
125
|
15.2%
|
|
|
6563
|
White Wing Wealth Management
The Wodlands,
Texas
|
$125M
|
+$4.48M
|
+4%
|
1.93%
|
–
|
32
|
15.63%
|
|
|
6564
|
Second Half Financial Partners
Sebring,
Florida
|
$125M
|
-$99.9M
|
-44%
|
0.45%
|
36.8%
|
70
|
50%
|
|
|
6565
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$125M
|
-$4.45M
|
-3%
|
0.37%
|
66%
|
66
|
31.82%
|
|
|
6566
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$125M
|
-$3.41M
|
-3%
|
2.93%
|
109%
|
114
|
9.65%
|
|
|
6567
|
|
$125M
|
-$18.1M
|
-13%
|
0.81%
|
20%
|
8
|
12.5%
|
|
|
6568
|
Tevis Investment Management
Plano,
Texas
|
$124M
|
+$6.88M
|
+6%
|
2.21%
|
58.7%
|
94
|
11.7%
|
|
|
6569
|
Green Alpha Advisors
Niwot,
Colorado
|
$124M
|
-$13.6M
|
-10%
|
5.76%
|
267%
|
143
|
4.2%
|
|
|
6570
|
Emergent Wealth Advisors
Williamsville,
New York
|
$124M
|
+$8.4M
|
+7%
|
1.99%
|
–
|
113
|
12.39%
|
|
|
6571
|
Cohen Investment Advisors
Bedford,
New Hampshire
|
$124M
|
-$29.9M
|
-19%
|
1.74%
|
76.2%
|
78
|
3.85%
|
|
|
6572
|
Clayton Partners
Berkeley,
California
|
$124M
|
+$6.6M
|
+6%
|
4.54%
|
109%
|
39
|
15.38%
|
|
|
6573
|
Dentgroup
Baton Rouge,
Louisiana
|
$124M
|
+$3.24M
|
+3%
|
0.97%
|
53.6%
|
89
|
22.47%
|
|
|
6574
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$124M
|
-$20.5M
|
-14%
|
2.82%
|
68.1%
|
92
|
31.52%
|
|
|
6575
|
Dean Jacobson Financial Services
Fort Worth,
Texas
|
$124M
|
+$471K
|
+0.4%
|
0.21%
|
55.7%
|
13
|
7.69%
|
|