|
6901
|
Pearl Planning
Dexter,
Michigan
|
$164M
|
–
|
–
|
2.42%
|
–
|
52
|
–
|
0
|
|
|
6902
|
Widmann Financial Services
Bowie,
Maryland
|
$163M
|
+$4.43M
|
+3%
|
2.36%
|
75.2%
|
120
|
11.67%
|
2.8
|
|
|
6903
|
Daner Wealth Management
Alpharetta,
Georgia
|
$163M
|
+$9.34M
|
+6%
|
1.98%
|
–
|
105
|
18.1%
|
0.7
|
|
|
6904
|
Inman Jager Wealth Management
Hattiesburg,
Mississippi
|
$163M
|
+$6.71M
|
+4%
|
0.77%
|
–
|
83
|
2.41%
|
1
|
|
|
6905
|
Eliot Finkel Investment Counsel
Beverly Hills,
California
|
$163M
|
-$3.06M
|
-2%
|
3.51%
|
85.5%
|
33
|
0%
|
5.4
|
|
|
6906
|
Fort Henry Capital
Wheeling,
West Virginia
|
$163M
|
+$5.82M
|
+4%
|
1%
|
39.3%
|
17
|
5.88%
|
4.1
|
|
|
6907
|
Camelot Portfolios
Maumee,
Ohio
|
$163M
|
-$6.19M
|
-4%
|
1.64%
|
41.3%
|
612
|
65.2%
|
1.1
|
|
|
6908
|
|
$163M
|
+$6.9M
|
+4%
|
5.16%
|
–
|
58
|
6.9%
|
4.7
|
|
|
6909
|
Saxony Capital Management
St. Louis,
Missouri
|
$163M
|
+$11.5M
|
+8%
|
2.48%
|
90%
|
187
|
30.48%
|
1.1
|
|
|
6910
|
BCO Wealth Management
Carlsbad,
New Mexico
|
$163M
|
+$11.5M
|
+8%
|
1.78%
|
–
|
41
|
9.76%
|
0.8
|
|
|
6911
|
Panoramic Capital Partners
Lake Oswego,
Oregon
|
$163M
|
+$7.41M
|
+5%
|
2.22%
|
–
|
67
|
19.4%
|
0.8
|
|
|
6912
|
Columbia River Financial Group
Vancouver,
Washington
|
$163M
|
+$786K
|
+0.5%
|
0.59%
|
–
|
54
|
1.85%
|
1
|
|
|
6913
|
Kastel Capital Advisors
Wellesley,
Massachusetts
|
$163M
|
–
|
–
|
1.49%
|
–
|
55
|
–
|
0
|
|
|
6914
|
Erickson Financial Group
Allentown,
Pennsylvania
|
$163M
|
+$3.61M
|
+2%
|
2.26%
|
69.3%
|
26
|
3.85%
|
3.3
|
|
|
6915
|
|
$163M
|
+$12.5M
|
+8%
|
1.98%
|
–
|
20
|
0%
|
1
|
|
|
6916
|
Westco Advisory Services
Lynbrook,
New York
|
$163M
|
–
|
–
|
4.26%
|
–
|
93
|
–
|
0
|
|
|
6917
|
Live Oak Investment Partners
Austin,
Texas
|
$163M
|
+$11.8M
|
+8%
|
2.28%
|
–
|
96
|
27.08%
|
2
|
|
|
6918
|
Brewster Financial Planning
Brooklyn,
New York
|
$163M
|
+$3.71M
|
+2%
|
1.28%
|
44.3%
|
27
|
3.7%
|
2.5
|
|
|
6919
|
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
|
$163M
|
+$7.6M
|
+5%
|
6.38%
|
139%
|
52
|
46.15%
|
0.6
|
|
|
6920
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$163M
|
+$6.08M
|
+4%
|
6.23%
|
146%
|
129
|
37.21%
|
0.9
|
|
|
6921
|
Caldwell Investment Management
Toronto,
Ontario, Canada
|
$163M
|
+$10.3M
|
+7%
|
5.06%
|
162%
|
35
|
42.86%
|
1.1
|
|
|
6922
|
Lummis Asset Management
Fort Worth,
Texas
|
$163M
|
+$10.3M
|
+7%
|
4%
|
–
|
197
|
24.87%
|
1.4
|
|
|
6923
|
English Capital Management
Bloomfield Hills,
Michigan
|
$163M
|
+$7.8M
|
+5%
|
7.31%
|
–
|
36
|
2.78%
|
1.6
|
|
|
6924
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
$163M
|
+$3.97M
|
+3%
|
0.8%
|
–
|
29
|
10.34%
|
1.4
|
|
|
6925
|
Paragon Financial Partners
Woodland Hills,
California
|
$163M
|
+$4.13M
|
+3%
|
1.59%
|
90.6%
|
77
|
9.09%
|
3.3
|
|