|
6901
|
|
$148M
|
+$20.4M
|
+16%
|
22%
|
–
|
128
|
17.97%
|
|
|
6902
|
Allen Wealth Management
Boone,
North Carolina
|
$148M
|
+$4.54M
|
+3%
|
6.07%
|
–
|
62
|
12.9%
|
|
|
6903
|
Somnio Financial Group
Glastonbury,
Connecticut
|
$147M
|
+$7.75M
|
+6%
|
4.91%
|
–
|
13
|
0%
|
|
|
6904
|
Helios Capital Management
Singapore
|
$147M
|
+$17.5M
|
+13%
|
7.54%
|
–
|
37
|
10.81%
|
|
|
6905
|
NDWM LLC
La Jolla,
California
|
$147M
|
+$10.8M
|
+8%
|
6.08%
|
–
|
34
|
8.82%
|
|
|
6906
|
Elkhorn Partners
Omaha,
Nebraska
|
$147M
|
+$9.8M
|
+7%
|
9.88%
|
32.2%
|
40
|
15%
|
|
|
6907
|
Soapstone Management
Bethesda,
Maryland
|
$147M
|
-$3.36M
|
-2%
|
8.89%
|
30.3%
|
17
|
35.29%
|
|
|
6908
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$147M
|
+$6.26M
|
+4%
|
7.15%
|
68.9%
|
710
|
12.68%
|
|
|
6909
|
PB Investment Partners
Burlingame,
California
|
$147M
|
+$234K
|
+0.2%
|
2.48%
|
81.1%
|
8
|
0%
|
|
|
6910
|
Pacific Asset Management
Gig Harbor,
Washington
|
$147M
|
+$23M
|
+18%
|
7.6%
|
–
|
65
|
13.85%
|
|
|
6911
|
Reyes Financial Architecture
San Diego,
California
|
$147M
|
+$31.3M
|
+27%
|
12.1%
|
–
|
326
|
22.39%
|
|
|
6912
|
Antonelli Financial Advisors
Grosse Pointe,
Michigan
|
$147M
|
+$8.68M
|
+6%
|
8.64%
|
–
|
48
|
8.33%
|
|
|
6913
|
Sagace Wealth Management
St. Petersburg,
Florida
|
$147M
|
+$13.4M
|
+10%
|
4.53%
|
–
|
73
|
26.03%
|
|
|
6914
|
|
$147M
|
+$5.25M
|
+4%
|
4.48%
|
62.5%
|
23
|
0%
|
|
|
6915
|
Zeit Capital
Greenwood Village,
Colorado
|
$147M
|
+$7.23M
|
+5%
|
5.83%
|
51.6%
|
28
|
3.57%
|
|
|
6916
|
Chico Wealth RIA
Chico,
California
|
$147M
|
+$20.7M
|
+16%
|
7.3%
|
74.7%
|
39
|
30.77%
|
|
|
6917
|
Wernau Asset Management
Gloucester,
Massachusetts
|
$147M
|
+$3.23M
|
+2%
|
12.1%
|
–
|
49
|
6.12%
|
|
|
6918
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$147M
|
+$12.6M
|
+9%
|
6.93%
|
–
|
126
|
12.7%
|
|
|
6919
|
Accordant Advisory Group
Annapolis,
Maryland
|
$147M
|
+$12.7M
|
+9%
|
16.5%
|
–
|
185
|
21.62%
|
|
|
6920
|
Parsonex Advisory Services
Englewood,
Colorado
|
$147M
|
+$27M
|
+22%
|
7.71%
|
–
|
105
|
13.33%
|
|
|
6921
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$147M
|
+$15.7M
|
+12%
|
13.3%
|
74.9%
|
98
|
16.33%
|
|
|
6922
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$147M
|
+$13.3M
|
+10%
|
4.01%
|
39.9%
|
45
|
4.44%
|
|
|
6923
|
Horizons Wealth Management
Asheville,
North Carolina
|
$147M
|
+$6.53M
|
+5%
|
4.42%
|
23%
|
182
|
8.24%
|
|
|
6924
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$147M
|
+$16.2M
|
+12%
|
8.34%
|
–
|
79
|
11.39%
|
|
|
6925
|
Baring Financial
Bellingham,
Washington
|
$147M
|
+$12.8M
|
+10%
|
7.47%
|
–
|
67
|
1.49%
|
|