|
6601
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$163M
|
+$10.5M
|
+7%
|
8.61%
|
75.5%
|
64
|
7.81%
|
|
|
6602
|
CF Capital
Cohasset,
Massachusetts
|
$163M
|
+$84.6M
|
+108%
|
3.14%
|
–
|
56
|
41.07%
|
|
|
6603
|
Klein Pavlis & Peasley Financial
Irvine,
California
|
$163M
|
+$13M
|
+9%
|
9.69%
|
–
|
99
|
35.35%
|
|
|
6604
|
Frazier Financial Advisors
Columbus,
Ohio
|
$163M
|
+$21.1M
|
+15%
|
5.96%
|
–
|
692
|
20.38%
|
|
|
6605
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$163M
|
+$14.7M
|
+10%
|
8.91%
|
75.5%
|
74
|
5.41%
|
|
|
6606
|
Archer Investment Management
Austin,
Texas
|
$163M
|
+$25M
|
+18%
|
4.97%
|
–
|
63
|
22.22%
|
|
|
6607
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$163M
|
+$892K
|
+0.6%
|
6.26%
|
71.7%
|
101
|
10.89%
|
|
|
6608
|
Kerusso Capital Management
Winston Salem,
North Carolina
|
$163M
|
+$1.12M
|
+0.7%
|
7.04%
|
–
|
59
|
13.56%
|
|
|
6609
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$163M
|
+$4.77M
|
+3%
|
6.55%
|
–
|
60
|
25%
|
|
|
6610
|
Byrne Asset Management
Kingston,
New Jersey
|
$163M
|
+$11.5M
|
+8%
|
10.2%
|
116%
|
621
|
35.59%
|
|
|
6611
|
Lee-Kelleher Wealth Management
Fulton,
Maryland
|
$162M
|
+$11.9M
|
+8%
|
6.84%
|
–
|
41
|
7.32%
|
|
|
6612
|
Heritage Wealth Architects
Mendota Heights,
Minnesota
|
$162M
|
+$26.5M
|
+20%
|
6.09%
|
–
|
59
|
18.64%
|
|
|
6613
|
Berbice Capital Management
Melville,
New York
|
$162M
|
+$19.6M
|
+14%
|
13.4%
|
–
|
208
|
23.56%
|
|
|
6614
|
Invera Wealth Advisors
Bend,
Oregon
|
$162M
|
+$8.9M
|
+6%
|
7.65%
|
–
|
88
|
5.68%
|
|
|
6615
|
Monimus Capital Management
Woodbridge,
New Jersey
|
$162M
|
+$24.6M
|
+18%
|
10.7%
|
–
|
69
|
36.23%
|
|
|
6616
|
|
$162M
|
-$19M
|
-10%
|
10.3%
|
–
|
53
|
54.72%
|
|
|
6617
|
Columbia River Financial Group
Vancouver,
Washington
|
$162M
|
+$7.62M
|
+5%
|
4.8%
|
–
|
53
|
0%
|
|
|
6618
|
Applied Capital LLC
Hollywood,
Florida
|
$162M
|
+$24.4M
|
+18%
|
7.02%
|
71%
|
88
|
7.95%
|
|
|
6619
|
Salus Financial Advisors
Colorado Springs,
Colorado
|
$162M
|
+$13.3M
|
+9%
|
7.08%
|
–
|
33
|
3.03%
|
|
|
6620
|
Teton Advisors
Rye,
New York
|
$162M
|
-$2.21M
|
-1%
|
11%
|
139%
|
172
|
9.88%
|
|
|
6621
|
Grant Private Wealth Management
Pleasanton,
California
|
$162M
|
-$14.3M
|
-8%
|
11.4%
|
–
|
174
|
78.74%
|
|
|
6622
|
Traction Financial Partners
Encampment,
Wyoming
|
$162M
|
+$14.5M
|
+10%
|
6.37%
|
–
|
82
|
25.61%
|
|
|
6623
|
Sectoral Asset Management
Montreal,
Quebec, Canada
|
$162M
|
+$10.6M
|
+7%
|
41.9%
|
168%
|
98
|
20.41%
|
|
|
6624
|
Thompson Davis & Co
Richmond,
Virginia
|
$162M
|
+$15.3M
|
+10%
|
12.1%
|
188%
|
180
|
40.56%
|
|
|
6625
|
Kure Advisory
Plymouth,
Minnesota
|
$162M
|
+$11.1M
|
+7%
|
5.85%
|
–
|
49
|
12.24%
|
|