|
6701
|
Financial Alternatives
La Jolla,
California
|
$172M
|
+$6.88M
|
+4%
|
2.08%
|
50.2%
|
89
|
5.62%
|
|
|
6702
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
$172M
|
-$25.9M
|
-13%
|
2.44%
|
–
|
61
|
8.2%
|
|
|
6703
|
Arrow Capital Management
New York
|
$172M
|
–
|
–
|
3.65%
|
–
|
16
|
–
|
|
|
6704
|
Three Cord True Wealth Management
Beaver,
Pennsylvania
|
$172M
|
+$24.2M
|
+16%
|
2.34%
|
–
|
39
|
17.95%
|
|
|
6705
|
Walnut Private Equity Partners
Omaha,
Nebraska
|
$172M
|
-$4.65M
|
-3%
|
3.48%
|
60.6%
|
13
|
0%
|
|
|
6706
|
Legion Partners Asset Management
Los Angeles,
California
|
$172M
|
-$13M
|
-7%
|
11.5%
|
206%
|
7
|
0%
|
|
|
6707
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$172M
|
+$3.56M
|
+2%
|
2.12%
|
66.3%
|
2
|
0%
|
|
|
6708
|
Fischer Investment Strategies
Westlake Village,
California
|
$172M
|
+$4.92M
|
+3%
|
2.79%
|
81%
|
52
|
38.46%
|
|
|
6709
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$172M
|
+$131K
|
+0.1%
|
1.47%
|
65.9%
|
44
|
9.09%
|
|
|
6710
|
Kingstone Capital Partners Texas
Frisco,
Texas
|
$171M
|
-$910K
|
-0.5%
|
0.85%
|
–
|
63
|
15.87%
|
|
|
6711
|
Royalty Pharma Sub-Manager
New York
|
$171M
|
–
|
–
|
18.4%
|
–
|
4
|
–
|
|
|
6712
|
Echo Wealth Management
Plymouth,
Minnesota
|
$171M
|
-$77K
|
-0%
|
1.53%
|
41%
|
49
|
14.29%
|
|
|
6713
|
ARWA LLC
Fort Worth,
Texas
|
$171M
|
–
|
–
|
1.88%
|
–
|
124
|
–
|
|
|
6714
|
Serenity Investment Advisors
Chicago,
Illinois
|
$171M
|
–
|
–
|
1.97%
|
–
|
63
|
–
|
|
|
6715
|
Beaconlight Capital
New York
|
$171M
|
-$31.5M
|
-16%
|
13.6%
|
282%
|
32
|
40.63%
|
|
|
6716
|
IES Holdings
Houston,
Texas
|
$171M
|
–
|
–
|
14.6%
|
–
|
13
|
–
|
|
|
6717
|
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
|
$171M
|
–
|
–
|
3.08%
|
–
|
935
|
–
|
|
|
6718
|
Virginia Wealth Management Group
Virginia Beach,
Virginia
|
$171M
|
-$2.49M
|
-1%
|
0.45%
|
42.1%
|
57
|
5.26%
|
|
|
6719
|
Hudson Canyon Capital Management
New York
|
$171M
|
-$3.03M
|
-2%
|
3.01%
|
160%
|
51
|
0%
|
|
|
6720
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$171M
|
+$19.8M
|
+13%
|
1.99%
|
46.7%
|
39
|
25.64%
|
|
|
6721
|
Graney & King
Latham,
New York
|
$171M
|
+$26.6M
|
+18%
|
1.58%
|
–
|
369
|
8.94%
|
|
|
6722
|
Ames National Corp
Ames,
Iowa
|
$171M
|
+$2.36M
|
+1%
|
1.34%
|
–
|
71
|
9.86%
|
|
|
6723
|
Birchview Capital
Burlington,
Vermont
|
$171M
|
+$38.4M
|
+29%
|
29.9%
|
327%
|
80
|
28.75%
|
|
|
6724
|
Optimus Capital Advisors
Coppel,
Texas
|
$171M
|
–
|
–
|
1.43%
|
–
|
29
|
–
|
|
|
6725
|
|
$171M
|
-$6.78M
|
-4%
|
7%
|
–
|
6
|
0%
|
|