|
6651
|
Heritage Wealth Management (California)
San Diego,
California
|
$150M
|
+$17M
|
+13%
|
11.7%
|
–
|
89
|
8.99%
|
|
|
6652
|
Upper Left Wealth Management
Tampa,
Florida
|
$150M
|
+$10.4M
|
+7%
|
7.91%
|
43.1%
|
66
|
7.58%
|
|
|
6653
|
Klein Pavlis & Peasley Financial
Irvine,
California
|
$150M
|
+$11M
|
+8%
|
9.75%
|
–
|
84
|
22.62%
|
|
|
6654
|
AHL Investment Management
Winter Park,
Florida
|
$150M
|
+$4.72M
|
+3%
|
4.55%
|
57.7%
|
72
|
8.33%
|
|
|
6655
|
Renasant Bank
Tupelo,
Mississippi
|
$150M
|
-$1.16M
|
-0.8%
|
7.98%
|
65%
|
164
|
14.63%
|
|
|
6656
|
ASB Consultores
Aventura,
Florida
|
$150M
|
-$4.07M
|
-3%
|
12.7%
|
84.6%
|
163
|
36.2%
|
|
|
6657
|
Sapience Investments
Newport Beach,
California
|
$150M
|
+$9.76M
|
+7%
|
11.3%
|
54.9%
|
93
|
9.68%
|
|
|
6658
|
Lakewood Asset Management
Naperville,
Illinois
|
$150M
|
+$1.52M
|
+1%
|
4.18%
|
65.3%
|
104
|
5.77%
|
|
|
6659
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$150M
|
+$21.1M
|
+16%
|
11.1%
|
79.7%
|
114
|
16.67%
|
|
|
6660
|
Gould Capital
Tacoma,
Washington
|
$150M
|
+$6.53M
|
+5%
|
6.08%
|
60.1%
|
227
|
11.89%
|
|
|
6661
|
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
|
$150M
|
+$7.89M
|
+6%
|
10.1%
|
–
|
94
|
64.89%
|
|
|
6662
|
LAM Group
Lake Oswego,
Oregon
|
$150M
|
+$13.7M
|
+10%
|
9%
|
54.3%
|
74
|
2.7%
|
|
|
6663
|
McHugh Group
Bratenahl,
Ohio
|
$150M
|
+$17.4M
|
+13%
|
15%
|
–
|
72
|
9.72%
|
|
|
6664
|
KRS Capital Management
Bloomfield,
Michigan
|
$150M
|
+$23.9M
|
+19%
|
23.1%
|
233%
|
111
|
11.71%
|
|
|
6665
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$150M
|
+$11.3M
|
+8%
|
6.31%
|
–
|
46
|
2.17%
|
|
|
6666
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$149M
|
+$13.9M
|
+10%
|
8.86%
|
55.7%
|
257
|
26.46%
|
|
|
6667
|
ACAS LLC
Rancho Santa Fe,
California
|
$149M
|
+$17.8M
|
+14%
|
8.07%
|
–
|
94
|
10.64%
|
|
|
6668
|
TI-Trust
Quincy,
Illinois
|
$149M
|
-$1.8M
|
-1%
|
6.72%
|
85.8%
|
131
|
6.11%
|
|
|
6669
|
Gutierrez Wealth Advisory
Little Rock,
Arkansas
|
$149M
|
+$26M
|
+21%
|
9.27%
|
–
|
63
|
33.33%
|
|
|
6670
|
Insight Inv LLC
El Segundo,
California
|
$149M
|
+$3.72M
|
+3%
|
8.01%
|
136%
|
136
|
16.91%
|
|
|
6671
|
Peoples Bank (Kansas)
Pratt,
Kansas
|
$149M
|
+$1.64M
|
+1%
|
6.26%
|
63.3%
|
336
|
65.48%
|
|
|
6672
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
$149M
|
+$8.11M
|
+6%
|
5.48%
|
–
|
115
|
78.26%
|
|
|
6673
|
Farrell Financial
Orchard Park,
New York
|
$149M
|
+$11.7M
|
+8%
|
7.61%
|
–
|
68
|
10.29%
|
|
|
6674
|
Graney & King
Latham,
New York
|
$149M
|
+$14.7M
|
+11%
|
8.22%
|
–
|
353
|
3.4%
|
|
|
6675
|
Fischer Investment Strategies
Westlake Village,
California
|
$149M
|
+$13.2M
|
+10%
|
10.6%
|
81%
|
40
|
25%
|
|