|
6601
|
Financial Alternatives
La Jolla,
California
|
$140M
|
-$1.53M
|
-1%
|
0.4%
|
50.2%
|
81
|
0%
|
|
|
6602
|
EdgeRock Capital
Denver,
Colorado
|
$140M
|
-$12.3M
|
-8%
|
3.63%
|
71.3%
|
73
|
15.07%
|
|
|
6603
|
Charter Oak Advisors
New York City,
New York
|
$140M
|
-$34.3M
|
-20%
|
6.54%
|
–
|
19
|
42.11%
|
|
|
6604
|
Martin Capital Advisors
San Antonio,
Texas
|
$140M
|
-$15M
|
-10%
|
6.5%
|
117%
|
70
|
5.71%
|
|
|
6605
|
Keynote Financial Services
Vernon,
Connecticut
|
$140M
|
+$9.67M
|
+7%
|
4.51%
|
–
|
162
|
8.64%
|
|
|
6606
|
Aryeh Capital Management
Toronto,
Ontario, Canada
|
$140M
|
-$26.8M
|
-16%
|
4.97%
|
87.7%
|
13
|
23.08%
|
|
|
6607
|
Sterling Manor Financial
Saratoga Springs,
New York
|
$140M
|
-$3.37M
|
-2%
|
0.18%
|
42.4%
|
30
|
13.33%
|
|
|
6608
|
Sapience Investments
Newport Beach,
California
|
$140M
|
-$31.3M
|
-18%
|
8.54%
|
54.9%
|
91
|
8.79%
|
|
|
6609
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
$140M
|
–
|
–
|
6.12%
|
–
|
562
|
–
|
|
|
6610
|
Kaufman Rossin Wealth
Miami,
Florida
|
$140M
|
+$42.7M
|
+44%
|
2.33%
|
–
|
153
|
77.78%
|
|
|
6611
|
RF&L Wealth Management
Acton,
Massachusetts
|
$140M
|
-$1.57M
|
-1%
|
1.99%
|
69.9%
|
60
|
8.33%
|
|
|
6612
|
Counterweight Ventures
Wilmington,
North Carolina
|
$140M
|
-$1.93M
|
-1%
|
2.24%
|
–
|
71
|
4.23%
|
|
|
6613
|
Teca Partners
Austin,
Texas
|
$139M
|
-$17.5M
|
-11%
|
4.28%
|
66%
|
14
|
50%
|
|
|
6614
|
Arrien Investments
Boise,
Idaho
|
$139M
|
-$840K
|
-0.6%
|
2.5%
|
42.7%
|
36
|
8.33%
|
|
|
6615
|
Upper Left Wealth Management
Tampa,
Florida
|
$139M
|
+$22.5M
|
+19%
|
4.35%
|
43.1%
|
65
|
16.92%
|
|
|
6616
|
Magnolia Wealth Management
Dothan,
Alabama
|
$139M
|
-$4.43M
|
-3%
|
1.94%
|
45.4%
|
13
|
7.69%
|
|
|
6617
|
Vestment Financial
Chanhassen,
Minnesota
|
$139M
|
+$8.51M
|
+7%
|
0.02%
|
–
|
40
|
10%
|
|
|
6618
|
Decagon Asset Management
London,
United Kingdom
|
$139M
|
-$79.9M
|
-36%
|
7.31%
|
–
|
62
|
56.45%
|
|
|
6619
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$139M
|
-$26.6M
|
-16%
|
6.87%
|
94%
|
57
|
28.07%
|
|
|
6620
|
Merrion Investment Management
Cranford,
New Jersey
|
$139M
|
-$4.46M
|
-3%
|
6.87%
|
166%
|
103
|
6.8%
|
|
|
6621
|
Fort Henry Capital
Wheeling,
West Virginia
|
$139M
|
-$515K
|
-0.4%
|
1.08%
|
37%
|
14
|
0%
|
|
|
6622
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$139M
|
-$26.7M
|
-16%
|
4.95%
|
131%
|
225
|
20.44%
|
|
|
6623
|
Vinland Capital Management Gestora de Recursos
Sao Paulo,
Brazil
|
$139M
|
+$18.2M
|
+15%
|
20.7%
|
–
|
23
|
86.96%
|
|
|
6624
|
BayBridge Capital Group
Pleasanton,
California
|
$139M
|
+$1.27M
|
+0.9%
|
0.13%
|
–
|
117
|
47.01%
|
|
|
6625
|
Round Hill Asset Management
Pasadena,
California
|
$139M
|
-$2.74M
|
-2%
|
0.77%
|
43.2%
|
66
|
13.64%
|
|