|
6801
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$153M
|
+$11.3M
|
+8%
|
8.21%
|
72.8%
|
151
|
5.96%
|
|
|
6802
|
Fairtree Asset Management
Bellville, Cape Town,
South Africa
|
$153M
|
+$20M
|
+15%
|
8.18%
|
–
|
100
|
13%
|
|
|
6803
|
JCP Investment Management
Houston,
Texas
|
$153M
|
-$20.7M
|
-12%
|
14.9%
|
94.7%
|
28
|
64.29%
|
|
|
6804
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$153M
|
+$4.68M
|
+3%
|
5.07%
|
86%
|
52
|
5.77%
|
|
|
6805
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$153M
|
+$10.7M
|
+8%
|
6.6%
|
–
|
69
|
8.7%
|
|
|
6806
|
Caldwell Investment Management
Toronto,
Ontario, Canada
|
$152M
|
+$36.9M
|
+32%
|
13.4%
|
162%
|
32
|
56.25%
|
|
|
6807
|
Lummis Asset Management
Fort Worth,
Texas
|
$152M
|
-$596K
|
-0.4%
|
9.64%
|
–
|
166
|
9.64%
|
|
|
6808
|
Financially Speaking
Greenwood Village,
Colorado
|
$152M
|
+$265K
|
+0.2%
|
13%
|
–
|
183
|
18.58%
|
|
|
6809
|
EQ Wealth Advisors
Dallas,
Texas
|
$152M
|
+$5.46M
|
+4%
|
4.59%
|
–
|
251
|
80.48%
|
|
|
6810
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$152M
|
+$15.2M
|
+11%
|
6.41%
|
–
|
865
|
53.99%
|
|
|
6811
|
Fidato Wealth
Middleburg Heights,
Ohio
|
$152M
|
+$12.2M
|
+9%
|
5.92%
|
–
|
15
|
26.67%
|
|
|
6812
|
Wilson & Boucher Capital Management
Moraga,
California
|
$152M
|
+$8.76M
|
+6%
|
7.77%
|
69.8%
|
115
|
4.35%
|
|
|
6813
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$152M
|
+$5.98M
|
+4%
|
8.7%
|
–
|
96
|
16.67%
|
|
|
6814
|
Twin Lions Management
Stamford,
Connecticut
|
$152M
|
-$1.55M
|
-1%
|
1.83%
|
–
|
9
|
22.22%
|
|
|
6815
|
TPG Advisors
Northfield,
Illinois
|
$152M
|
+$13.8M
|
+10%
|
6.38%
|
–
|
106
|
11.32%
|
|
|
6816
|
Whipplewood Advisors
Littleton,
Colorado
|
$152M
|
-$30M
|
-16%
|
6.46%
|
–
|
1,209
|
76.34%
|
|
|
6817
|
Argosy-Lionbridge Management
New York
|
$152M
|
+$7.38M
|
+5%
|
4.43%
|
–
|
15
|
26.67%
|
|
|
6818
|
Breakthru Advisory Services
Muskego,
Wisconsin
|
$152M
|
+$87.3M
|
+135%
|
7.66%
|
–
|
63
|
87.3%
|
|
|
6819
|
Round Hill Asset Management
Pasadena,
California
|
$152M
|
+$3.81M
|
+3%
|
3.09%
|
43.2%
|
64
|
6.25%
|
|
|
6820
|
Impact Investors
San Francisco,
California
|
$152M
|
+$10.3M
|
+7%
|
6.5%
|
–
|
109
|
22.02%
|
|
|
6821
|
Palacios Wealth Management
Ormond Beach,
Florida
|
$152M
|
+$30.1M
|
+25%
|
13.6%
|
–
|
77
|
11.69%
|
|
|
6822
|
Silver Oak Wealth Advisors Services
Los Angeles,
California
|
$152M
|
+$13M
|
+9%
|
4.55%
|
–
|
39
|
7.69%
|
|
|
6823
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$152M
|
+$8.02M
|
+6%
|
7.29%
|
–
|
164
|
8.54%
|
|
|
6824
|
Saxony Capital Management
St. Louis,
Missouri
|
$152M
|
+$21.2M
|
+16%
|
7.76%
|
–
|
161
|
23.6%
|
|
|
6825
|
Scratch Capital
Boise,
Idaho
|
$152M
|
+$28.7M
|
+23%
|
5.22%
|
–
|
63
|
41.27%
|
|