|
6851
|
Shepherd Wealth Management
Cincinnati,
Ohio
|
$150M
|
+$3.55M
|
+2%
|
13.5%
|
–
|
55
|
34.55%
|
|
|
6852
|
AdviceOne Advisory Services
Glastonbury,
Connecticut
|
$150M
|
+$14.9M
|
+11%
|
11%
|
–
|
36
|
13.89%
|
|
|
6853
|
Black Diamond Capital Management I
St. Thomas,
|
$150M
|
–
|
–
|
3.11%
|
–
|
14
|
–
|
|
|
6854
|
Mainstream Capital Management
Los Angeles,
California
|
$150M
|
+$12.9M
|
+9%
|
7.95%
|
–
|
90
|
10%
|
|
|
6855
|
Ball & Co Wealth Management
Franklin,
Tennessee
|
$150M
|
+$56.4M
|
+60%
|
6.95%
|
–
|
93
|
27.96%
|
|
|
6856
|
Astra Wealth Partners
Jersey City,
New Jersey
|
$150M
|
+$19.8M
|
+15%
|
7.5%
|
–
|
102
|
20.59%
|
|
|
6857
|
|
$150M
|
+$18.4M
|
+14%
|
6.17%
|
–
|
20
|
0%
|
|
|
6858
|
|
$150M
|
+$33M
|
+28%
|
5.79%
|
–
|
80
|
8.75%
|
|
|
6859
|
Cultivar Capital
Denton,
Texas
|
$150M
|
+$11.6M
|
+8%
|
9.08%
|
–
|
42
|
11.9%
|
|
|
6860
|
Exit Wealth Advisors
Atlanta,
Georgia
|
$150M
|
–
|
–
|
14.1%
|
–
|
124
|
–
|
|
|
6861
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$150M
|
-$31.5M
|
-17%
|
10.1%
|
103%
|
544
|
11.58%
|
|
|
6862
|
LeConte Wealth Management
Maryville,
Tennessee
|
$150M
|
+$1.96M
|
+1%
|
6.82%
|
–
|
140
|
35%
|
|
|
6863
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$150M
|
+$10.8M
|
+8%
|
5.77%
|
–
|
245
|
6.53%
|
|
|
6864
|
Capstone Capital
Henderson,
Nevada
|
$150M
|
+$11.9M
|
+9%
|
6.58%
|
–
|
25
|
12%
|
|
|
6865
|
Hopwood Financial Services
Reston,
Virginia
|
$150M
|
+$21.7M
|
+17%
|
7.08%
|
–
|
324
|
12.65%
|
|
|
6866
|
Bravias Capital Group
Iselin,
New Jersey
|
$150M
|
+$13.3M
|
+10%
|
7.54%
|
–
|
126
|
31.75%
|
|
|
6867
|
AtlasMark Financial
Austin,
Texas
|
$150M
|
+$18.1M
|
+14%
|
7.15%
|
–
|
44
|
13.64%
|
|
|
6868
|
Crown Advisors Management
Larkspur,
California
|
$149M
|
+$24.1M
|
+19%
|
19.6%
|
284%
|
43
|
20.93%
|
|
|
6869
|
Crew Capital Management
Cincinnati,
Ohio
|
$149M
|
+$9.95M
|
+7%
|
7.39%
|
104%
|
120
|
10%
|
|
|
6870
|
Basso Capital Management
Stamford,
Connecticut
|
$149M
|
+$14.4M
|
+11%
|
6.81%
|
85.5%
|
85
|
17.65%
|
|
|
6871
|
Heritage Wealth Management (California)
San Diego,
California
|
$149M
|
-$646K
|
-0.4%
|
8.04%
|
–
|
92
|
7.61%
|
|
|
6872
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$149M
|
+$11.4M
|
+8%
|
8.59%
|
–
|
94
|
11.7%
|
|
|
6873
|
Dalton Investments
Las Vegas,
Nevada
|
$149M
|
-$39.6M
|
-21%
|
8.35%
|
95.1%
|
23
|
34.78%
|
|
|
6874
|
Summer Road
West Palm Beach,
Florida
|
$149M
|
+$18M
|
+14%
|
25.8%
|
130%
|
25
|
28%
|
|
|
6875
|
MontVue Capital Management
Lynchburg,
Virginia
|
$149M
|
+$8.68M
|
+6%
|
7.75%
|
–
|
66
|
1.52%
|
|