|
6626
|
Schulz Wealth
Mansfield,
Texas
|
$194M
|
–
|
–
|
8.96%
|
–
|
70
|
–
|
|
|
6627
|
Capital & Planning LLC
Jonesboro,
Georgia
|
$194M
|
+$28.8M
|
+17%
|
15.1%
|
–
|
174
|
75.29%
|
|
|
6628
|
Orleans Capital Management
Mandeville,
Louisiana
|
$194M
|
+$45.8M
|
+31%
|
21.4%
|
94.6%
|
128
|
21.88%
|
|
|
6629
|
Harbour Investment Management
Edmonds,
Washington
|
$194M
|
+$9.48M
|
+5%
|
8.32%
|
58.8%
|
109
|
8.26%
|
|
|
6630
|
Echo45 Advisors
Walnut Creek,
California
|
$194M
|
+$15.8M
|
+9%
|
10.3%
|
49.9%
|
83
|
14.46%
|
|
|
6631
|
Ballew Advisors
Jackson,
Mississippi
|
$194M
|
+$16.2M
|
+9%
|
9.98%
|
62.3%
|
135
|
17.04%
|
|
|
6632
|
Williams Financial
North Bennington,
Vermont
|
$194M
|
+$21.7M
|
+13%
|
6.87%
|
28.5%
|
31
|
22.58%
|
|
|
6633
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$193M
|
+$24.6M
|
+15%
|
12.6%
|
55.3%
|
88
|
13.64%
|
|
|
6634
|
|
$193M
|
-$20.9M
|
-10%
|
7.89%
|
14.8%
|
19
|
15.79%
|
|
|
6635
|
Code Waechter
Tampa,
Florida
|
$193M
|
+$25M
|
+15%
|
12.9%
|
–
|
131
|
12.98%
|
|
|
6636
|
ROI Financial Advisors
Beaverton,
Oregon
|
$193M
|
+$26M
|
+16%
|
25.5%
|
–
|
71
|
8.45%
|
|
|
6637
|
Channing Global Advisors
Miami,
Florida
|
$193M
|
+$22.2M
|
+13%
|
21.3%
|
131%
|
50
|
24%
|
|
|
6638
|
Berbice Capital Management
Melville,
New York
|
$193M
|
+$40.3M
|
+26%
|
32.4%
|
–
|
173
|
57.8%
|
|
|
6639
|
Brown Shipley & Co
London,
United Kingdom
|
$193M
|
+$26.6M
|
+16%
|
18%
|
101%
|
85
|
20%
|
|
|
6640
|
|
$193M
|
+$6.44M
|
+3%
|
9.5%
|
–
|
786
|
28.37%
|
|
|
6641
|
LeClair Wealth Partners
Dublin,
Ohio
|
$193M
|
-$96.4M
|
-33%
|
14.2%
|
–
|
222
|
94.14%
|
|
|
6642
|
Dickmeyer Boyce Financial Management
Fort Wayne,
Indiana
|
$193M
|
+$23.1M
|
+14%
|
10.6%
|
–
|
136
|
13.24%
|
|
|
6643
|
Jericho Financial
Westerville,
Ohio
|
$193M
|
+$34.4M
|
+22%
|
33%
|
–
|
42
|
7.14%
|
|
|
6644
|
Carter Financial Group
Barrington,
Illinois
|
$193M
|
+$31.2M
|
+19%
|
19.9%
|
–
|
146
|
21.92%
|
|
|
6645
|
QSM Asset Management
London,
United Kingdom
|
$193M
|
-$11.3M
|
-6%
|
16%
|
–
|
26
|
11.54%
|
|
|
6646
|
Lighthouse Financial
Largo,
Florida
|
$193M
|
+$27M
|
+16%
|
21.4%
|
–
|
81
|
9.88%
|
|
|
6647
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$193M
|
+$30.6M
|
+19%
|
20.8%
|
–
|
167
|
17.37%
|
|
|
6648
|
Manuka Financial
Richmond,
Virginia
|
$193M
|
+$30.7M
|
+19%
|
12.4%
|
–
|
59
|
11.86%
|
|
|
6649
|
Occam Crest Management
Darien,
Connecticut
|
$193M
|
+$27.9M
|
+17%
|
45.8%
|
–
|
44
|
54.55%
|
|
|
6650
|
Wernau Asset Management
Gloucester,
Massachusetts
|
$193M
|
+$49.1M
|
+34%
|
11.4%
|
–
|
53
|
9.43%
|
|