|
6826
|
Kopp Family Office
Bloomington,
Minnesota
|
$157M
|
+$3.03M
|
+2%
|
6.11%
|
34%
|
26
|
19.23%
|
|
|
6827
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$157M
|
+$4.12M
|
+3%
|
2.55%
|
–
|
70
|
7.14%
|
|
|
6828
|
Valpey Financial Services
Concord,
New Hampshire
|
$157M
|
+$3.85M
|
+3%
|
1.26%
|
–
|
73
|
2.74%
|
|
|
6829
|
Fidato Wealth
Middleburg Heights,
Ohio
|
$157M
|
+$4.41M
|
+3%
|
0.66%
|
–
|
16
|
12.5%
|
|
|
6830
|
Schwallier Wealth Management
Grand Rapids,
Michigan
|
$157M
|
-$3.68M
|
-2%
|
1.41%
|
–
|
58
|
22.41%
|
|
|
6831
|
Breakthru Advisory Services
Muskego,
Wisconsin
|
$156M
|
+$4.52M
|
+3%
|
1.51%
|
–
|
68
|
16.18%
|
|
|
6832
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$156M
|
+$5.75M
|
+4%
|
3.42%
|
–
|
143
|
7.69%
|
|
|
6833
|
Channing Global Advisors
Miami,
Florida
|
$156M
|
+$11.9M
|
+8%
|
9.87%
|
131%
|
47
|
19.15%
|
|
|
6834
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$156M
|
+$1.58M
|
+1%
|
1.74%
|
46.2%
|
413
|
47.22%
|
|
|
6835
|
Stonekeep Investments
Sante Fe,
New Mexico
|
$156M
|
-$1.43M
|
-0.9%
|
0.78%
|
–
|
66
|
9.09%
|
|
|
6836
|
Lakeside Advisors
Seattle,
Washington
|
$156M
|
-$1.69M
|
-1%
|
1.04%
|
64.4%
|
65
|
7.69%
|
|
|
6837
|
Avory & Company
Miami,
Florida
|
$156M
|
-$9.73M
|
-6%
|
0.85%
|
61.6%
|
45
|
33.33%
|
|
|
6838
|
LifeSteps Financial
Claremont,
California
|
$156M
|
+$570K
|
+0.4%
|
2.01%
|
88%
|
91
|
3.3%
|
|
|
6839
|
Invariant Investment Management
Camp Hill,
Pennsylvania
|
$156M
|
–
|
–
|
1.74%
|
–
|
71
|
–
|
|
|
6840
|
Cultivar Capital
Denton,
Texas
|
$156M
|
+$6.26M
|
+4%
|
2.13%
|
–
|
47
|
21.28%
|
|
|
6841
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$156M
|
+$9.65M
|
+7%
|
1.48%
|
–
|
239
|
66.95%
|
|
|
6842
|
Schulz Wealth
Mansfield,
Texas
|
$156M
|
+$4.81M
|
+3%
|
2.33%
|
–
|
65
|
6.15%
|
|
|
6843
|
Palouse Capital Management
Spokane,
Washington
|
$156M
|
-$1.17M
|
-0.7%
|
3.54%
|
67.8%
|
164
|
19.51%
|
|
|
6844
|
Grantvest Financial Group
Matawan,
New Jersey
|
$156M
|
+$11.2M
|
+8%
|
1.38%
|
–
|
168
|
11.31%
|
|
|
6845
|
SFI Advisors
Montclair,
New Jersey
|
$156M
|
-$996K
|
-0.6%
|
1.98%
|
82.9%
|
69
|
14.49%
|
|
|
6846
|
Five Pine Wealth Management
Coeur D Alene,
Idaho
|
$156M
|
+$7.97M
|
+5%
|
1.38%
|
–
|
42
|
0%
|
|
|
6847
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$156M
|
+$2.19M
|
+1%
|
2.62%
|
52.4%
|
93
|
12.9%
|
|
|
6848
|
Code Waechter
Tampa,
Florida
|
$156M
|
+$2.51M
|
+2%
|
1.94%
|
–
|
119
|
15.13%
|
|
|
6849
|
Whipplewood Advisors
Littleton,
Colorado
|
$156M
|
+$3.6M
|
+2%
|
0.73%
|
–
|
509
|
43.61%
|
|
|
6850
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$156M
|
+$4.36M
|
+3%
|
4.49%
|
90.1%
|
117
|
5.98%
|
|