|
6601
|
Exchange Bank
Santa Rosa,
California
|
$122M
|
+$6.23M
|
+5%
|
7.52%
|
67.1%
|
116
|
8.62%
|
|
|
6602
|
Doheny Asset Management
Los Angeles,
California
|
$122M
|
+$19.6M
|
+19%
|
14.7%
|
135%
|
73
|
10.96%
|
|
|
6603
|
Bruce G. Allen Investments
Denver,
Colorado
|
$122M
|
+$11.8M
|
+11%
|
6.88%
|
–
|
1,049
|
12.49%
|
|
|
6604
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$122M
|
+$12.3M
|
+11%
|
10.1%
|
–
|
135
|
6.67%
|
|
|
6605
|
Clear Point Advisors
Melville,
New York
|
$122M
|
+$8.42M
|
+7%
|
6.42%
|
–
|
595
|
9.92%
|
|
|
6606
|
Firetrail Investments
Sydney, NSW,
Australia
|
$122M
|
-$14.2M
|
-10%
|
15.7%
|
–
|
24
|
29.17%
|
|
|
6607
|
Paragon Financial Partners
Woodland Hills,
California
|
$121M
|
+$17.3M
|
+17%
|
14.6%
|
90.6%
|
82
|
4.88%
|
|
|
6608
|
Nabity-Jensen Investment Management
Omaha,
Nebraska
|
$121M
|
+$10.3M
|
+9%
|
10.3%
|
–
|
83
|
6.02%
|
|
|
6609
|
Lewis Asset Management
Lafayette,
California
|
$121M
|
+$12.7M
|
+12%
|
19.4%
|
–
|
125
|
19.2%
|
|
|
6610
|
Custom Portfolio Group
Englewood,
Colorado
|
$121M
|
+$8.93M
|
+8%
|
4.95%
|
–
|
246
|
8.54%
|
|
|
6611
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$121M
|
+$12M
|
+11%
|
8.56%
|
60.6%
|
109
|
11.01%
|
|
|
6612
|
swisspartners Advisors
Zurich,
Switzerland
|
$121M
|
+$6.81M
|
+6%
|
15.8%
|
73.2%
|
31
|
16.13%
|
|
|
6613
|
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
|
$121M
|
-$9.24M
|
-7%
|
7.09%
|
407%
|
1
|
0%
|
|
|
6614
|
Prospect Financial Services
Melville,
New York
|
$121M
|
+$22M
|
+22%
|
10.9%
|
–
|
77
|
15.58%
|
|
|
6615
|
Clifford Group
Wayland,
Massachusetts
|
$121M
|
+$13.2M
|
+12%
|
8.29%
|
67.9%
|
75
|
6.67%
|
|
|
6616
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$121M
|
+$13.9M
|
+13%
|
6.62%
|
–
|
107
|
13.08%
|
|
|
6617
|
BTS Asset Management
Lincoln,
Massachusetts
|
$121M
|
-$11.7M
|
-9%
|
0.76%
|
8.8%
|
37
|
35.14%
|
|
|
6618
|
Unionview LLC
Seattle,
Washington
|
$121M
|
+$9.5M
|
+9%
|
8.29%
|
21.2%
|
95
|
14.74%
|
|
|
6619
|
Dentgroup
Baton Rouge,
Louisiana
|
$121M
|
+$8.23M
|
+7%
|
6.87%
|
53.6%
|
82
|
14.63%
|
|
|
6620
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$121M
|
+$7.52M
|
+7%
|
5.43%
|
–
|
49
|
12.24%
|
|
|
6621
|
Encompass More Asset Management
Danville,
California
|
$121M
|
+$31.7M
|
+36%
|
6.66%
|
–
|
129
|
52.71%
|
|
|
6622
|
All Season Financial Advisors
Denver,
Colorado
|
$121M
|
+$3.06M
|
+3%
|
6.24%
|
33.8%
|
120
|
36.67%
|
|
|
6623
|
FMA Wealth Management
Duxbury,
Massachusetts
|
$121M
|
+$11M
|
+10%
|
4.63%
|
–
|
41
|
9.76%
|
|
|
6624
|
Trademark Financial Management
Bloomington,
Minnesota
|
$121M
|
-$15.6M
|
-11%
|
7.81%
|
–
|
92
|
23.91%
|
|
|
6625
|
Echo Wealth Management
Plymouth,
Minnesota
|
$121M
|
+$13.4M
|
+13%
|
5.51%
|
41%
|
45
|
15.56%
|
|