|
6851
|
Canandaigua National Trust of Florida
Canandaigua,
New York
|
$141M
|
+$27.2M
|
+24%
|
5.99%
|
–
|
125
|
19.2%
|
|
|
6852
|
Code Waechter
Tampa,
Florida
|
$141M
|
+$19M
|
+16%
|
6.5%
|
–
|
138
|
28.26%
|
|
|
6853
|
Elevate Wealth Advisory
Athens,
Georgia
|
$141M
|
-$633K
|
-0.4%
|
5.95%
|
–
|
139
|
8.63%
|
|
|
6854
|
MontVue Capital Management
Lynchburg,
Virginia
|
$140M
|
+$15.5M
|
+12%
|
10.7%
|
–
|
65
|
12.31%
|
|
|
6855
|
William Marsh Rice University
Houston,
Texas
|
$140M
|
-$96.5M
|
-41%
|
2.59%
|
4.44%
|
3
|
33.33%
|
|
|
6856
|
Orser Capital Management
Southlake,
Texas
|
$140M
|
+$4.16M
|
+3%
|
14%
|
122%
|
58
|
36.21%
|
|
|
6857
|
|
$140M
|
+$1.32M
|
+1%
|
5.5%
|
17.9%
|
24
|
16.67%
|
|
|
6858
|
Horizons Wealth Management
Asheville,
North Carolina
|
$140M
|
+$5.91M
|
+4%
|
4.27%
|
23%
|
181
|
1.66%
|
|
|
6859
|
BCO Wealth Management
Carlsbad,
New Mexico
|
$140M
|
+$12.7M
|
+10%
|
5.97%
|
–
|
37
|
18.92%
|
|
|
6860
|
Audent Global Asset Management
West Hollywood,
California
|
$140M
|
+$18.9M
|
+16%
|
15.1%
|
112%
|
54
|
11.11%
|
|
|
6861
|
|
$140M
|
+$38.5M
|
+38%
|
2.23%
|
71.4%
|
6
|
50%
|
|
|
6862
|
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
$140M
|
+$4.29M
|
+3%
|
8.92%
|
–
|
209
|
20.57%
|
|
|
6863
|
Sage Advisors
Boulder,
Colorado
|
$140M
|
-$2.05M
|
-1%
|
0.71%
|
–
|
38
|
21.05%
|
|
|
6864
|
Twenty Acre Capital
Newtown,
Pennsylvania
|
$140M
|
+$14M
|
+11%
|
21.3%
|
196%
|
19
|
21.05%
|
|
|
6865
|
Caitong International Asset Management
Hong Kong
|
$140M
|
+$5.5M
|
+4%
|
37.1%
|
–
|
2,604
|
43.89%
|
|
|
6866
|
Fidato Wealth
Middleburg Heights,
Ohio
|
$140M
|
+$9.26M
|
+7%
|
7.96%
|
–
|
25
|
60%
|
|
|
6867
|
Zeit Capital
Greenwood Village,
Colorado
|
$140M
|
+$9.91M
|
+8%
|
7.67%
|
51.6%
|
28
|
7.14%
|
|
|
6868
|
RMR Capital Management
Tustin,
California
|
$140M
|
-$1.04M
|
-0.7%
|
2.32%
|
–
|
80
|
10%
|
|
|
6869
|
POM Investment Strategies
Raleigh,
North Carolina
|
$140M
|
+$54.3M
|
+64%
|
9.49%
|
–
|
242
|
53.72%
|
|
|
6870
|
Floyd Capital Management
Texarkana,
Texas
|
$140M
|
–
|
–
|
10.5%
|
–
|
1
|
–
|
|
|
6871
|
Gordian Advisors
Tucson,
Arizona
|
$140M
|
+$13.9M
|
+11%
|
8.79%
|
–
|
46
|
17.39%
|
|
|
6872
|
Somnio Financial Group
Glastonbury,
Connecticut
|
$140M
|
–
|
–
|
6.19%
|
–
|
13
|
–
|
|
|
6873
|
Crew Capital Management
Cincinnati,
Ohio
|
$140M
|
+$17M
|
+14%
|
11.1%
|
104%
|
167
|
42.51%
|
|
|
6874
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$139M
|
+$6.91M
|
+5%
|
12.7%
|
80.6%
|
192
|
29.69%
|
|
|
6875
|
Rochester Wealth Strategies
Rochester,
Michigan
|
$139M
|
+$13.5M
|
+11%
|
6.76%
|
–
|
26
|
23.08%
|
|