|
6801
|
Brightwater Advisory
Tampa,
Florida
|
$139M
|
+$12.6M
|
+10%
|
6.74%
|
–
|
63
|
7.94%
|
|
|
6802
|
OneFund LLC
Saint Petersburg,
Florida
|
$139M
|
+$41M
|
+42%
|
14.2%
|
–
|
506
|
74.7%
|
|
|
6803
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$139M
|
+$18.6M
|
+15%
|
6.62%
|
–
|
246
|
10.16%
|
|
|
6804
|
Mustard Seed Financial
Magnolia,
Arkansas
|
$139M
|
+$14.5M
|
+12%
|
7.42%
|
–
|
87
|
8.05%
|
|
|
6805
|
Alpha Financial Partners
Lexington,
Kentucky
|
$139M
|
+$14.2M
|
+11%
|
9.35%
|
51.3%
|
100
|
26%
|
|
|
6806
|
Silver Oak Wealth Advisors Services
Los Angeles,
California
|
$139M
|
+$26.6M
|
+24%
|
7.97%
|
–
|
38
|
18.42%
|
|
|
6807
|
Xiamen Xinweidachuang Investment Partnership
Xiamen,
China
|
$139M
|
+$9.77M
|
+8%
|
7.58%
|
28.5%
|
1
|
0%
|
|
|
6808
|
Sierra Ocean
Ripon,
California
|
$139M
|
+$12M
|
+9%
|
8.41%
|
–
|
1,132
|
16.52%
|
|
|
6809
|
Antonelli Financial Advisors
Grosse Pointe,
Michigan
|
$139M
|
+$14.3M
|
+12%
|
10.1%
|
–
|
48
|
8.33%
|
|
|
6810
|
Parkworth Wealth Management
Los Gatos,
California
|
$139M
|
+$13.2M
|
+11%
|
7.76%
|
–
|
1,404
|
16.31%
|
|
|
6811
|
Turn8 Private Wealth
Pointe Claire,
|
$138M
|
+$10.5M
|
+8%
|
11.5%
|
–
|
54
|
24.07%
|
|
|
6812
|
Mount Vernon Associates
Baltimore,
Maryland
|
$138M
|
+$15.8M
|
+13%
|
14.1%
|
119%
|
56
|
8.93%
|
|
|
6813
|
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
|
$138M
|
-$610K
|
-0.4%
|
5.68%
|
70.2%
|
52
|
19.23%
|
|
|
6814
|
Cultivar Capital
Denton,
Texas
|
$138M
|
+$14.1M
|
+11%
|
1.47%
|
–
|
43
|
39.53%
|
|
|
6815
|
TPG Advisors
Northfield,
Illinois
|
$138M
|
+$11.4M
|
+9%
|
8%
|
–
|
98
|
9.18%
|
|
|
6816
|
Albert D. Mason Inc
Boston,
Massachusetts
|
$138M
|
-$8.92M
|
-6%
|
6.53%
|
82%
|
151
|
9.93%
|
|
|
6817
|
Park Square Financial Group
Roswell,
Georgia
|
$138M
|
+$12.1M
|
+10%
|
15.3%
|
–
|
1,055
|
13.36%
|
|
|
6818
|
Hidden Cove Wealth Management
Bainbridge Island,
Washington
|
$138M
|
+$11.6M
|
+9%
|
8.01%
|
–
|
81
|
30.86%
|
|
|
6819
|
Factorial Partners
Mt. Kisco,
New York
|
$138M
|
-$24.2M
|
-15%
|
5.89%
|
78.3%
|
71
|
18.31%
|
|
|
6820
|
Wallace Advisory Group
Lafayette,
California
|
$138M
|
-$6.71M
|
-5%
|
3.75%
|
43.5%
|
202
|
22.28%
|
|
|
6821
|
Archer Investment Management
Austin,
Texas
|
$138M
|
-$6.79M
|
-5%
|
5.99%
|
–
|
61
|
19.67%
|
|
|
6822
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$138M
|
–
|
–
|
11.9%
|
–
|
87
|
–
|
|
|
6823
|
Capstone Capital
Henderson,
Nevada
|
$138M
|
+$13.1M
|
+11%
|
8.74%
|
–
|
24
|
12.5%
|
|
|
6824
|
Applied Capital LLC
Hollywood,
Florida
|
$138M
|
+$10.5M
|
+8%
|
8.5%
|
71%
|
89
|
8.99%
|
|
|
6825
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$138M
|
+$5M
|
+4%
|
5.48%
|
90.1%
|
114
|
6.14%
|
|