|
6601
|
Monashee Investment Management
Boston,
Massachusetts
|
$177M
|
-$23.1M
|
-12%
|
46.4%
|
520%
|
88
|
86.36%
|
|
|
6602
|
Ballew Advisors
Jackson,
Mississippi
|
$177M
|
-$1.74M
|
-1%
|
0.8%
|
62.3%
|
130
|
13.85%
|
|
|
6603
|
Arrien Investments
Boise,
Idaho
|
$177M
|
+$6.36M
|
+4%
|
1.42%
|
42.7%
|
46
|
13.04%
|
|
|
6604
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$177M
|
+$4.71M
|
+3%
|
2.19%
|
–
|
135
|
14.81%
|
|
|
6605
|
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
|
$177M
|
-$51.8M
|
-23%
|
5.84%
|
76.8%
|
15
|
0%
|
|
|
6606
|
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
|
$177M
|
+$882K
|
+0.5%
|
2.38%
|
57.3%
|
75
|
8%
|
|
|
6607
|
PTM Wealth Management
North Wales,
United States
|
$177M
|
+$9.66M
|
+6%
|
1.68%
|
–
|
56
|
3.57%
|
|
|
6608
|
Babb Wealth Advisors
Flagstaff,
Arizona
|
$177M
|
+$23.3M
|
+15%
|
1.85%
|
–
|
21
|
23.81%
|
|
|
6609
|
Milestone Asset Management Group
Avon,
Connecticut
|
$177M
|
+$18.2M
|
+11%
|
0.56%
|
–
|
132
|
15.91%
|
|
|
6610
|
Warburton Capital Management
Tulsa,
Oklahoma
|
$177M
|
+$10.9M
|
+7%
|
3.1%
|
–
|
68
|
20.59%
|
|
|
6611
|
Wealth Forward LLC
Fargo,
North Dakota
|
$177M
|
+$4.77M
|
+3%
|
1.73%
|
–
|
45
|
8.89%
|
|
|
6612
|
Lowery Thomas LLC
Pebble Beach,
California
|
$177M
|
+$3.81M
|
+2%
|
2.19%
|
74.7%
|
55
|
0%
|
|
|
6613
|
Orser Capital Management
Southlake,
Texas
|
$177M
|
-$13.2M
|
-7%
|
3.91%
|
122%
|
77
|
36.36%
|
|
|
6614
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$177M
|
+$21.7M
|
+14%
|
2.13%
|
67.5%
|
125
|
16%
|
|
|
6615
|
Karnit Road Accident Victims Compensation Fund
Tel-Aviv,
|
$177M
|
–
|
–
|
2.53%
|
–
|
16
|
–
|
|
|
6616
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$177M
|
-$9.8M
|
-5%
|
3.16%
|
–
|
127
|
7.87%
|
|
|
6617
|
Presper Financial Architects
Akron,
Ohio
|
$177M
|
+$4.5M
|
+3%
|
0.8%
|
–
|
56
|
12.5%
|
|
|
6618
|
United Airlines Holdings
Chicago,
Illinois
|
$177M
|
–
|
–
|
7.28%
|
–
|
3
|
–
|
|
|
6619
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$177M
|
+$13.6M
|
+8%
|
4.69%
|
75.5%
|
67
|
13.43%
|
|
|
6620
|
|
$177M
|
–
|
–
|
2.77%
|
–
|
5
|
–
|
|
|
6621
|
Financial Designs
Claremont,
California
|
$177M
|
+$3.86M
|
+2%
|
0.91%
|
42.1%
|
24
|
12.5%
|
|
|
6622
|
Granite Group Advisors
Stamford,
Connecticut
|
$177M
|
+$11.4M
|
+7%
|
1.24%
|
–
|
92
|
16.3%
|
|
|
6623
|
CNO Financial Group
Carmel,
Indiana
|
$176M
|
+$25.9M
|
+17%
|
0.98%
|
–
|
10
|
20%
|
|
|
6624
|
CAP Partners LLC
Franklin,
Tennessee
|
$176M
|
+$254K
|
+0.1%
|
0.61%
|
–
|
154
|
12.34%
|
|
|
6625
|
Define Financial
San Diego,
California
|
$176M
|
+$9.76M
|
+6%
|
1.46%
|
–
|
45
|
15.56%
|
|