|
6801
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$110M
|
+$25M
|
+29%
|
9.91%
|
–
|
134
|
24.63%
|
|
|
6802
|
Perissos Private Wealth Management
Bethany,
Oklahoma
|
$110M
|
–
|
–
|
10%
|
–
|
77
|
–
|
|
|
6803
|
PrairieView Wealth Partners
Orland Park,
Illinois
|
$110M
|
+$10.2M
|
+10%
|
4.93%
|
–
|
19
|
21.05%
|
|
|
6804
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$110M
|
+$83M
|
+305%
|
2.17%
|
71.1%
|
133
|
93.98%
|
|
|
6805
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$110M
|
+$39.7M
|
+56%
|
8.1%
|
60.9%
|
132
|
27.27%
|
|
|
6806
|
Chiron Capital Management
Tallahassee,
Florida
|
$110M
|
-$4.84M
|
-4%
|
4.85%
|
–
|
126
|
21.43%
|
|
|
6807
|
Tenzing Global Management
San Francisco,
California
|
$110M
|
-$18.5M
|
-14%
|
12.8%
|
273%
|
18
|
55.56%
|
|
|
6808
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$110M
|
+$6.17M
|
+6%
|
6.24%
|
–
|
45
|
13.33%
|
|
|
6809
|
Concorde Financial
Dallas,
Texas
|
$110M
|
-$36.1M
|
-25%
|
9.39%
|
81.3%
|
41
|
21.95%
|
|
|
6810
|
Alpha Financial Partners
Lexington,
Kentucky
|
$110M
|
+$8.53M
|
+8%
|
7.83%
|
61.8%
|
88
|
25%
|
|
|
6811
|
Oxford Wealth Group
Orlando,
Florida
|
$110M
|
–
|
–
|
15%
|
–
|
60
|
–
|
|
|
6812
|
NDWM LLC
La Jolla,
California
|
$110M
|
+$5.89M
|
+6%
|
4.95%
|
–
|
33
|
15.15%
|
|
|
6813
|
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
|
$110M
|
+$3.42M
|
+3%
|
4.64%
|
–
|
10
|
20%
|
|
|
6814
|
Crescent Sterling
Metairie,
Louisiana
|
$110M
|
+$9.48M
|
+9%
|
9.86%
|
58.4%
|
81
|
7.41%
|
|
|
6815
|
Nightview Capital
Austin,
Texas
|
$110M
|
-$41.7M
|
-28%
|
11.8%
|
142%
|
21
|
23.81%
|
|
|
6816
|
Hoese & Co
Glencoe,
Minnesota
|
$110M
|
+$7.53M
|
+7%
|
7.58%
|
46.3%
|
146
|
6.16%
|
|
|
6817
|
Grafton Street Partners
North Palm Beach,
Florida
|
$110M
|
+$11M
|
+11%
|
2.69%
|
–
|
12
|
8.33%
|
|
|
6818
|
Vienna Asset Management
Saratoga,
California
|
$110M
|
-$338K
|
-0.3%
|
9.03%
|
–
|
56
|
53.57%
|
|
|
6819
|
OxenFree Capital
Satellite Beach,
Florida
|
$109M
|
+$12.2M
|
+13%
|
6.72%
|
–
|
41
|
7.32%
|
|
|
6820
|
Durante & Waters
Brewster,
New York
|
$109M
|
+$5.7M
|
+5%
|
6.99%
|
–
|
32
|
6.25%
|
|
|
6821
|
RMR Capital Management
Tustin,
California
|
$109M
|
+$21.5M
|
+24%
|
9.64%
|
–
|
69
|
13.04%
|
|
|
6822
|
|
$109M
|
+$786K
|
+0.7%
|
8.05%
|
25.8%
|
298
|
8.72%
|
|
|
6823
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$109M
|
+$29.5M
|
+37%
|
8.81%
|
67.1%
|
154
|
68.83%
|
|
|
6824
|
Park Circle Company
Baltimore,
Maryland
|
$109M
|
-$2.19M
|
-2%
|
8.54%
|
70.5%
|
121
|
19.01%
|
|
|
6825
|
LifePlan Financial
Mankato,
Minnesota
|
$109M
|
+$9.29M
|
+9%
|
6.75%
|
–
|
95
|
7.37%
|
|