|
6551
|
Sard Wealth Management Group
Atlanta,
Georgia
|
$149M
|
-$2.4M
|
-2%
|
0.88%
|
–
|
47
|
4.26%
|
|
|
6552
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$149M
|
-$3.19M
|
-2%
|
0.61%
|
66.3%
|
152
|
19.08%
|
|
|
6553
|
Longview Asset Management (California)
San Rafael,
California
|
$149M
|
–
|
–
|
1.77%
|
–
|
134
|
–
|
|
|
6554
|
Councilmark Asset Management
Knoxville,
Tennessee
|
$149M
|
-$63.2K
|
-0%
|
1.7%
|
–
|
84
|
5.95%
|
|
|
6555
|
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
|
$149M
|
-$9.99M
|
-6%
|
0.5%
|
52.6%
|
77
|
3.9%
|
|
|
6556
|
Anchorage Capital Advisors
New York
|
$149M
|
-$64.1M
|
-30%
|
1.62%
|
–
|
6
|
16.67%
|
|
|
6557
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$149M
|
-$733K
|
-0.5%
|
2.81%
|
62.5%
|
45
|
2.22%
|
|
|
6558
|
Stephenson & Company
San Clemente,
California
|
$149M
|
+$806K
|
+0.5%
|
2.19%
|
–
|
41
|
17.07%
|
|
|
6559
|
Darden Wealth Group
Ann Arbor,
Michigan
|
$149M
|
+$9.09M
|
+7%
|
7.73%
|
–
|
112
|
12.5%
|
|
|
6560
|
Ames National Corp
Ames,
Iowa
|
$149M
|
–
|
–
|
0.61%
|
–
|
68
|
–
|
|
|
6561
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$149M
|
-$24.7M
|
-14%
|
2.37%
|
66.3%
|
12
|
83.33%
|
|
|
6562
|
Schubert & Co
Mckinney,
Texas
|
$148M
|
+$7.9M
|
+6%
|
6.15%
|
47.3%
|
75
|
34.67%
|
|
|
6563
|
Lakehouse Capital
Sydney NSW,
Australia
|
$148M
|
+$6.2M
|
+4%
|
10.7%
|
47.2%
|
13
|
0%
|
|
|
6564
|
Caldwell Investment Management
Toronto,
Ontario, Canada
|
$148M
|
+$5.7M
|
+4%
|
6.71%
|
162%
|
37
|
21.62%
|
|
|
6565
|
Manuka Financial
Richmond,
Virginia
|
$148M
|
–
|
–
|
0%
|
–
|
46
|
–
|
|
|
6566
|
Burr Financial Services
Pleasant Hill,
California
|
$148M
|
+$6.99M
|
+5%
|
22.2%
|
–
|
34
|
32.35%
|
|
|
6567
|
Mullaney, Keating & Wright
Middletown,
Connecticut
|
$148M
|
+$4.07M
|
+3%
|
1.77%
|
–
|
60
|
6.67%
|
|
|
6568
|
Aufman Associates
Sewickley,
Pennsylvania
|
$148M
|
-$7.43M
|
-5%
|
2.1%
|
136%
|
65
|
10.77%
|
|
|
6569
|
Diametric Capital
Boston,
Massachusetts
|
$148M
|
-$54.2M
|
-27%
|
17.3%
|
175%
|
494
|
64.37%
|
|
|
6570
|
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
|
$148M
|
-$20.4M
|
-12%
|
2.01%
|
667%
|
12
|
16.67%
|
|
|
6571
|
PPS&V Asset Management Consultants
Portage,
Michigan
|
$148M
|
+$2.22M
|
+2%
|
2.87%
|
71.1%
|
41
|
7.32%
|
|
|
6572
|
Peak Retirement Planning
Columbus,
Ohio
|
$148M
|
–
|
–
|
1.37%
|
–
|
96
|
–
|
|
|
6573
|
Vienna Asset Management
Saratoga,
California
|
$148M
|
+$12.5M
|
+9%
|
9.58%
|
–
|
55
|
30.91%
|
|
|
6574
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$148M
|
–
|
–
|
2.53%
|
–
|
109
|
–
|
|
|
6575
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$148M
|
+$2.14M
|
+1%
|
1.26%
|
–
|
65
|
7.69%
|
|