|
6601
|
Refined Wealth Management
Salt Lake City,
Utah
|
$130M
|
+$4.56K
|
+0%
|
1.1%
|
76.8%
|
28
|
3.57%
|
|
|
6602
|
Sagace Wealth Management
St. Petersburg,
Florida
|
$130M
|
+$27.4M
|
+27%
|
6.39%
|
–
|
63
|
25.4%
|
|
|
6603
|
Crestwood Capital Management
New York
|
$130M
|
-$10.5M
|
-7%
|
0.63%
|
203%
|
16
|
12.5%
|
|
|
6604
|
Cross Staff Investments
Pittsford,
New York
|
$130M
|
+$9.58M
|
+8%
|
8.73%
|
81.2%
|
128
|
6.25%
|
|
|
6605
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$130M
|
+$13M
|
+11%
|
5.93%
|
–
|
107
|
21.5%
|
|
|
6606
|
Stonekeep Investments
Sante Fe,
New Mexico
|
$130M
|
+$6.2M
|
+5%
|
4.15%
|
–
|
54
|
14.81%
|
|
|
6607
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$130M
|
+$4.18M
|
+3%
|
5.04%
|
38.3%
|
80
|
8.75%
|
|
|
6608
|
Cravens & Co Advisors
Cookeville,
Tennessee
|
$129M
|
-$5.25M
|
-4%
|
7.58%
|
63.3%
|
70
|
14.29%
|
|
|
6609
|
Lauer Wealth
Valparaiso,
Indiana
|
$129M
|
+$2.61M
|
+2%
|
7.2%
|
75.5%
|
47
|
25.53%
|
|
|
6610
|
Koa Wealth Management
Encinitas,
California
|
$129M
|
+$11.1M
|
+9%
|
9.9%
|
–
|
51
|
5.88%
|
|
|
6611
|
Zeit Capital
Greenwood Village,
Colorado
|
$129M
|
+$6.22M
|
+5%
|
6.3%
|
51.6%
|
29
|
13.79%
|
|
|
6612
|
Clear Point Advisors
Melville,
New York
|
$129M
|
+$7.59M
|
+6%
|
5.19%
|
–
|
583
|
4.97%
|
|
|
6613
|
Schulz Wealth
Mansfield,
Texas
|
$129M
|
+$11.3M
|
+10%
|
4.6%
|
–
|
59
|
5.08%
|
|
|
6614
|
Vernal Point Advisors
San Francisco,
California
|
$129M
|
-$11.3M
|
-8%
|
4.5%
|
–
|
26
|
23.08%
|
|
|
6615
|
Morgens Waterfall Vintiadis & Co
New York
|
$129M
|
-$2.25M
|
-2%
|
10.5%
|
594%
|
28
|
32.14%
|
|
|
6616
|
4J Wealth Management
Alexandria,
Virginia
|
$129M
|
+$8.19M
|
+7%
|
5.17%
|
68.2%
|
89
|
4.49%
|
|
|
6617
|
Pangea Capital Gestao de Recursos
Rio De Janeiro,
|
$129M
|
+$12.7M
|
+11%
|
11.2%
|
54.4%
|
4
|
0%
|
|
|
6618
|
Brewster Financial Planning
Brooklyn,
New York
|
$129M
|
+$10.1M
|
+8%
|
6.46%
|
40.8%
|
20
|
5%
|
|
|
6619
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$129M
|
+$3.73M
|
+3%
|
4.24%
|
–
|
77
|
3.9%
|
|
|
6620
|
Bruce G. Allen Investments
Denver,
Colorado
|
$129M
|
+$9.83M
|
+8%
|
8.63%
|
–
|
1,140
|
15.53%
|
|
|
6621
|
Live Oak Investment Partners
Austin,
Texas
|
$129M
|
+$7.92M
|
+7%
|
5.78%
|
–
|
276
|
0%
|
|
|
6622
|
Frazier Financial Advisors
Columbus,
Ohio
|
$129M
|
+$2.66M
|
+2%
|
7.62%
|
–
|
1,059
|
24.36%
|
|
|
6623
|
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
|
$129M
|
+$15.9M
|
+14%
|
12.7%
|
74.3%
|
55
|
18.18%
|
|
|
6624
|
Clifford Group
Wayland,
Massachusetts
|
$129M
|
+$4.73M
|
+4%
|
5.85%
|
67.9%
|
77
|
9.09%
|
|
|
6625
|
Unionview LLC
Seattle,
Washington
|
$128M
|
+$6.01M
|
+5%
|
5.82%
|
21.2%
|
95
|
5.26%
|
|