|
6601
|
Wealth Forward LLC
Fargo,
North Dakota
|
$177M
|
+$4.77M
|
+3%
|
1.73%
|
–
|
45
|
8.89%
|
|
|
6602
|
Lowery Thomas LLC
Pebble Beach,
California
|
$177M
|
+$3.81M
|
+2%
|
2.19%
|
74.7%
|
55
|
0%
|
|
|
6603
|
Orser Capital Management
Southlake,
Texas
|
$177M
|
-$13.2M
|
-7%
|
3.91%
|
122%
|
77
|
36.36%
|
|
|
6604
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$177M
|
+$21.7M
|
+14%
|
2.13%
|
67.5%
|
125
|
16%
|
|
|
6605
|
Karnit Road Accident Victims Compensation Fund
Tel-Aviv,
|
$177M
|
–
|
–
|
2.53%
|
–
|
16
|
–
|
|
|
6606
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$177M
|
-$9.8M
|
-5%
|
3.16%
|
–
|
127
|
7.87%
|
|
|
6607
|
Presper Financial Architects
Akron,
Ohio
|
$177M
|
+$4.5M
|
+3%
|
0.8%
|
–
|
56
|
12.5%
|
|
|
6608
|
United Airlines Holdings
Chicago,
Illinois
|
$177M
|
–
|
–
|
7.28%
|
–
|
3
|
–
|
|
|
6609
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$177M
|
+$13.6M
|
+8%
|
4.69%
|
75.5%
|
67
|
13.43%
|
|
|
6610
|
|
$177M
|
–
|
–
|
2.77%
|
–
|
5
|
–
|
|
|
6611
|
Financial Designs
Claremont,
California
|
$177M
|
+$3.86M
|
+2%
|
0.91%
|
42.1%
|
24
|
12.5%
|
|
|
6612
|
Granite Group Advisors
Stamford,
Connecticut
|
$177M
|
+$11.4M
|
+7%
|
1.24%
|
–
|
92
|
16.3%
|
|
|
6613
|
CNO Financial Group
Carmel,
Indiana
|
$176M
|
+$25.9M
|
+17%
|
0.98%
|
–
|
10
|
20%
|
|
|
6614
|
CAP Partners LLC
Franklin,
Tennessee
|
$176M
|
+$254K
|
+0.1%
|
0.61%
|
–
|
154
|
12.34%
|
|
|
6615
|
Define Financial
San Diego,
California
|
$176M
|
+$9.76M
|
+6%
|
1.46%
|
–
|
45
|
15.56%
|
|
|
6616
|
Harvest Investment Advisors
Tallahassee,
Florida
|
$176M
|
+$6.13M
|
+4%
|
3.06%
|
78.3%
|
59
|
3.39%
|
|
|
6617
|
Aurora Investment Managers
Naples,
Florida
|
$176M
|
-$7.38M
|
-4%
|
2.12%
|
47%
|
52
|
19.23%
|
|
|
6618
|
Kestrel Investment Management
San Mateo,
California
|
$176M
|
-$994K
|
-0.6%
|
3.74%
|
89.2%
|
46
|
26.09%
|
|
|
6619
|
General Partner Inc
Pittsburgh,
Pennsylvania
|
$176M
|
-$5.27M
|
-3%
|
3.5%
|
74%
|
173
|
4.62%
|
|
|
6620
|
Momentous Wealth Management
Vancouver,
Washington
|
$176M
|
+$18.7M
|
+12%
|
1.98%
|
–
|
48
|
20.83%
|
|
|
6621
|
Sterling Investment Management
Tucson,
Arizona
|
$176M
|
+$9.85M
|
+6%
|
3.77%
|
44.1%
|
74
|
17.57%
|
|
|
6622
|
William Allan Corp
Fort Collins,
Colorado
|
$176M
|
-$2.06M
|
-1%
|
1.81%
|
84.7%
|
60
|
18.33%
|
|
|
6623
|
Vienna Asset Management
Saratoga,
California
|
$176M
|
+$8.45M
|
+5%
|
5%
|
–
|
63
|
26.98%
|
|
|
6624
|
Solas Capital Management
Darien,
Connecticut
|
$176M
|
+$12.4M
|
+8%
|
10.7%
|
62.5%
|
26
|
38.46%
|
|
|
6625
|
Pinney & Scofield
Cambridge,
Massachusetts
|
$176M
|
+$15.2M
|
+9%
|
4.55%
|
–
|
220
|
5%
|
|