|
6551
|
Lakeside Advisors
Seattle,
Washington
|
$155M
|
+$4.17M
|
+3%
|
11.2%
|
63.2%
|
63
|
1.59%
|
3.1
|
|
|
6552
|
Islay Capital Management
Lubbock,
Texas
|
$155M
|
+$6.99M
|
+5%
|
5.9%
|
66.3%
|
215
|
20.93%
|
3.4
|
|
|
6553
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$155M
|
+$24.4M
|
+19%
|
12.2%
|
–
|
102
|
24.51%
|
1.1
|
|
|
6554
|
Channing Global Advisors
Miami,
Florida
|
$155M
|
+$8.02M
|
+5%
|
14.2%
|
131%
|
49
|
8.16%
|
2.1
|
|
|
6555
|
Swisher Financial Concepts
Westerville,
Ohio
|
$155M
|
+$33.9M
|
+28%
|
8.19%
|
–
|
97
|
24.74%
|
0.8
|
|
|
6556
|
|
$155M
|
-$22.8M
|
-13%
|
10.2%
|
11.5%
|
3
|
0%
|
4.6
|
|
|
6557
|
Pring Turner Capital Group
Alamo,
California
|
$155M
|
-$6.42M
|
-4%
|
8.17%
|
70.8%
|
71
|
12.68%
|
4.4
|
|
|
6558
|
Momentous Wealth Management
Vancouver,
Washington
|
$155M
|
+$13.5M
|
+10%
|
7.18%
|
–
|
50
|
10%
|
0.4
|
|
|
6559
|
Ames National Corp
Ames,
Iowa
|
$155M
|
+$5.64M
|
+4%
|
6.12%
|
–
|
67
|
10.45%
|
0.5
|
|
|
6560
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$155M
|
+$34.5M
|
+29%
|
8.42%
|
–
|
98
|
37.76%
|
1.2
|
|
|
6561
|
Carnegie Mellon University
Pittsburgh,
Pennsylvania
|
$155M
|
+$25.6M
|
+20%
|
28.9%
|
61.6%
|
6
|
16.67%
|
2.6
|
|
|
6562
|
Meridian Financial
Holliston,
Massachusetts
|
$155M
|
+$12M
|
+8%
|
6.26%
|
58.5%
|
130
|
9.23%
|
2.5
|
|
|
6563
|
Kopp Family Office
Bloomington,
Minnesota
|
$155M
|
+$9.9M
|
+7%
|
4.93%
|
34%
|
28
|
3.57%
|
2.7
|
|
|
6564
|
Columbia River Financial Group
Vancouver,
Washington
|
$155M
|
+$4.91M
|
+3%
|
6.89%
|
–
|
124
|
57.26%
|
0.5
|
|
|
6565
|
Omega Fund Management
Boston,
Massachusetts
|
$154M
|
-$15M
|
-9%
|
6.68%
|
106%
|
13
|
0%
|
2.5
|
|
|
6566
|
Sarissa Capital Management
Greenwich,
Connecticut
|
$154M
|
-$321K
|
-0.2%
|
11.7%
|
80%
|
7
|
0%
|
4
|
|
|
6567
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$154M
|
+$17.2M
|
+13%
|
7.44%
|
–
|
121
|
25.62%
|
1
|
|
|
6568
|
Harold Davidson & Associates
Los Angeles,
California
|
$154M
|
-$28.9M
|
-16%
|
10.6%
|
–
|
65
|
13.85%
|
0.5
|
|
|
6569
|
Semus Wealth Partners
Boca Raton,
Florida
|
$154M
|
+$10.7M
|
+7%
|
10%
|
88.7%
|
120
|
10.83%
|
1.9
|
|
|
6570
|
Merrion Investment Management
Cranford,
New Jersey
|
$154M
|
+$14.9M
|
+11%
|
20.7%
|
161%
|
105
|
8.57%
|
2.9
|
|
|
6571
|
Promus Capital
Chicago,
Illinois
|
$154M
|
+$22.2M
|
+17%
|
9.73%
|
–
|
339
|
18.88%
|
0.4
|
|
|
6572
|
Andrews Lucia Wealth Management
Danville,
California
|
$154M
|
+$5.06M
|
+3%
|
8.08%
|
59.7%
|
29
|
10.34%
|
2.8
|
|
|
6573
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$154M
|
+$15.7M
|
+11%
|
8.43%
|
–
|
575
|
14.61%
|
0.9
|
|
|
6574
|
Great Point Partners
Greenwich,
Connecticut
|
$154M
|
-$35M
|
-19%
|
21.9%
|
710%
|
37
|
43.24%
|
0.8
|
|
|
6575
|
Accuvest Global Advisors
Provo,
Utah
|
$154M
|
+$36.2M
|
+31%
|
19.5%
|
130%
|
93
|
47.31%
|
0.5
|
|