|
6726
|
Vannoy Advisory Group
Austin,
Texas
|
$135M
|
+$368K
|
+0.3%
|
0.54%
|
–
|
27
|
3.7%
|
|
|
6727
|
Caldwell Investment Management
Toronto,
Ontario, Canada
|
$135M
|
-$13.5M
|
-9%
|
5.1%
|
162%
|
39
|
33.33%
|
|
|
6728
|
Pingora Partners
Wilson,
Wyoming
|
$135M
|
-$17.8M
|
-12%
|
8.4%
|
–
|
233
|
15.02%
|
|
|
6729
|
Tevis Investment Management
Plano,
Texas
|
$135M
|
$0
|
0%
|
3.12%
|
58.7%
|
96
|
0%
|
|
|
6730
|
Palacios Wealth Management
Ormond Beach,
Florida
|
$135M
|
+$42.1M
|
+45%
|
6.09%
|
–
|
67
|
10.45%
|
|
|
6731
|
Capital & Planning LLC
Jonesboro,
Georgia
|
$135M
|
-$2.09M
|
-2%
|
0.35%
|
–
|
192
|
82.29%
|
|
|
6732
|
|
$135M
|
-$6.82M
|
-5%
|
2.98%
|
65.8%
|
4
|
0%
|
|
|
6733
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$135M
|
-$9.27M
|
-6%
|
4.93%
|
75.5%
|
58
|
13.79%
|
|
|
6734
|
|
$134M
|
-$7.76M
|
-5%
|
6.26%
|
3.5%
|
9
|
0%
|
|
|
6735
|
Caitong International Asset Management
Hong Kong
|
$134M
|
+$32.4M
|
+32%
|
30%
|
–
|
2,616
|
55.24%
|
|
|
6736
|
Horizons Wealth Management
Asheville,
North Carolina
|
$134M
|
+$3.2M
|
+2%
|
0.15%
|
23%
|
180
|
5%
|
|
|
6737
|
Graney & King
Latham,
New York
|
$134M
|
+$1.93M
|
+1%
|
3.23%
|
–
|
354
|
12.43%
|
|
|
6738
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$134M
|
+$12.7M
|
+10%
|
6.77%
|
55.2%
|
145
|
12.41%
|
|
|
6739
|
Wilson & Boucher Capital Management
Moraga,
California
|
$134M
|
-$6.94M
|
-5%
|
2.01%
|
69.8%
|
114
|
9.65%
|
|
|
6740
|
Pillar Financial Advisors
Louisville,
Kentucky
|
$134M
|
+$3.55M
|
+3%
|
1.38%
|
–
|
117
|
5.98%
|
|
|
6741
|
English Capital Management
Bloomfield Hills,
Michigan
|
$134M
|
+$2.24M
|
+2%
|
2.63%
|
–
|
31
|
3.23%
|
|
|
6742
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$134M
|
-$5.76M
|
-4%
|
1.19%
|
52.4%
|
41
|
4.88%
|
|
|
6743
|
Alethea Capital Management
Mercer Island,
Washington
|
$134M
|
+$17.2M
|
+15%
|
21.2%
|
275%
|
31
|
67.74%
|
|
|
6744
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$134M
|
-$4.89M
|
-4%
|
0.98%
|
–
|
142
|
10.56%
|
|
|
6745
|
Peregrine Investment Management
Toronto,
Ontario, Canada
|
$134M
|
-$38.4M
|
-22%
|
16.6%
|
–
|
26
|
23.08%
|
|
|
6746
|
Erickson Financial Group
Allentown,
Pennsylvania
|
$134M
|
-$6.5M
|
-5%
|
4.19%
|
63.3%
|
26
|
0%
|
|
|
6747
|
MB Generational Wealth
Spokane,
Washington
|
$134M
|
-$2.33M
|
-2%
|
1.76%
|
–
|
56
|
19.64%
|
|
|
6748
|
Chapman Investment Management
San Anselmo,
California
|
$134M
|
-$501K
|
-0.4%
|
1.77%
|
44%
|
30
|
10%
|
|
|
6749
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$134M
|
+$384K
|
+0.3%
|
1.17%
|
–
|
150
|
4%
|
|
|
6750
|
Clearview Wealth Advisors
Salem,
Oregon
|
$134M
|
+$2.29M
|
+2%
|
0.58%
|
45.2%
|
104
|
13.46%
|
|