|
6551
|
Widmann Financial Services
Bowie,
Maryland
|
$168M
|
+$4.67M
|
+3%
|
3.41%
|
62.4%
|
121
|
6.61%
|
|
|
6552
|
Ables Iannone Moore & Associates
Savannah,
Georgia
|
$168M
|
-$14.5M
|
-8%
|
4.38%
|
–
|
61
|
6.56%
|
|
|
6553
|
Lee-Kelleher Wealth Management
Fulton,
Maryland
|
$168M
|
+$469K
|
+0.3%
|
4.82%
|
–
|
44
|
9.09%
|
|
|
6554
|
|
$168M
|
-$47.9M
|
-22%
|
2.49%
|
144%
|
95
|
18.95%
|
|
|
6555
|
Disciplined Investors
Waco,
Texas
|
$168M
|
+$15.5M
|
+10%
|
0.35%
|
–
|
147
|
23.13%
|
|
|
6556
|
Catalina Capital Group
Torrance,
California
|
$168M
|
+$3.08M
|
+2%
|
2.22%
|
–
|
189
|
20.63%
|
|
|
6557
|
Integrity Wealth Advisors
Ventura,
California
|
$168M
|
+$21M
|
+14%
|
3.45%
|
–
|
80
|
12.5%
|
|
|
6558
|
City National Bank of Florida
Miami,
Florida
|
$168M
|
+$14.6M
|
+10%
|
1.68%
|
–
|
148
|
26.35%
|
|
|
6559
|
SharpePoint
Phoenix,
Arizona
|
$168M
|
+$808K
|
+0.5%
|
6.55%
|
–
|
90
|
11.11%
|
|
|
6560
|
Opus Investment Management
Worcester,
Massachusetts
|
$168M
|
+$3.26M
|
+2%
|
3.17%
|
44.3%
|
30
|
3.33%
|
|
|
6561
|
Astra Wealth Partners
Jersey City,
New Jersey
|
$168M
|
-$2.52M
|
-1%
|
0.16%
|
–
|
108
|
20.37%
|
|
|
6562
|
Yukon Wealth Management
Overland Park,
Kansas
|
$168M
|
-$5.99M
|
-3%
|
0.67%
|
–
|
82
|
4.88%
|
|
|
6563
|
WealthTrust Asset Management
Destin,
Florida
|
$167M
|
+$24.3M
|
+17%
|
1.9%
|
97.9%
|
104
|
30.77%
|
|
|
6564
|
William B. Walkup & Associates
Columbia,
South Carolina
|
$167M
|
-$15.2M
|
-8%
|
6.1%
|
–
|
173
|
9.25%
|
|
|
6565
|
Kestrel Investment Management
San Mateo,
California
|
$167M
|
-$8.94M
|
-5%
|
2.85%
|
89.2%
|
44
|
20.45%
|
|
|
6566
|
Members Wealth
Media,
Pennsylvania
|
$167M
|
+$7.71M
|
+5%
|
2.97%
|
–
|
116
|
11.21%
|
|
|
6567
|
Farrell Financial
Orchard Park,
New York
|
$167M
|
-$2.19M
|
-1%
|
1.78%
|
–
|
79
|
10.13%
|
|
|
6568
|
Pursue Wealth Partners
Clayton,
California
|
$167M
|
-$38.4M
|
-19%
|
5.65%
|
108%
|
117
|
24.79%
|
|
|
6569
|
Triavera Capital
Larkspur,
California
|
$167M
|
-$41.9M
|
-20%
|
8.98%
|
–
|
18
|
11.11%
|
|
|
6570
|
Grafton Street Partners
North Palm Beach,
Florida
|
$167M
|
-$36.9M
|
-18%
|
19.3%
|
–
|
13
|
23.08%
|
|
|
6571
|
Andrews Lucia Wealth Management
Danville,
California
|
$167M
|
-$938K
|
-0.6%
|
0.85%
|
59.7%
|
35
|
5.71%
|
|
|
6572
|
|
$167M
|
-$44M
|
-21%
|
16.9%
|
–
|
22
|
18.18%
|
|
|
6573
|
Lummis Asset Management
Fort Worth,
Texas
|
$167M
|
+$4.69M
|
+3%
|
5.44%
|
–
|
201
|
11.44%
|
|
|
6574
|
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
$167M
|
-$8.93M
|
-5%
|
4.92%
|
81.5%
|
8
|
0%
|
|
|
6575
|
ROI Financial Advisors
Beaverton,
Oregon
|
$167M
|
-$6.89M
|
-4%
|
1.31%
|
–
|
69
|
10.14%
|
|