|
6951
|
Christine Messmer PC
Collegeville,
Pennsylvania
|
$156M
|
+$3.07M
|
+2%
|
0.13%
|
–
|
84
|
10.71%
|
0.2
|
|
|
6952
|
Harber Asset Management
Asheville,
North Carolina
|
$156M
|
-$82.1M
|
-34%
|
10.4%
|
63.6%
|
49
|
51.02%
|
0.9
|
|
|
6953
|
Compass Planning Associates
Greenfield,
Massachusetts
|
$156M
|
+$12M
|
+8%
|
0.75%
|
–
|
31
|
6.45%
|
1.1
|
|
|
6954
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
$156M
|
-$1.01M
|
-0.6%
|
2.3%
|
–
|
1,023
|
22.87%
|
0.2
|
|
|
6955
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$156M
|
-$3.89M
|
-2%
|
0.63%
|
90.4%
|
166
|
5.42%
|
1.9
|
|
|
6956
|
Bluefin Capital Management
New York
|
$156M
|
-$248M
|
-61%
|
2.94%
|
–
|
249
|
72.29%
|
0.2
|
|
|
6957
|
Invera Wealth Advisors
Bend,
Oregon
|
$156M
|
-$2.45M
|
-2%
|
0.3%
|
102%
|
102
|
15.69%
|
1.2
|
|
|
6958
|
Cornerstone Financial Group
Omaha,
Nebraska
|
$156M
|
+$12.5M
|
+9%
|
1.1%
|
–
|
73
|
1.37%
|
1.1
|
|
|
6959
|
BML Capital Management
Zionsville,
Indiana
|
$156M
|
+$40.1M
|
+35%
|
28.6%
|
376%
|
19
|
31.58%
|
1.2
|
|
|
6960
|
Accredited Investor Services
St. Cloud,
Minnesota
|
$156M
|
+$4.82M
|
+3%
|
0.42%
|
–
|
83
|
16.87%
|
0.9
|
|
|
6961
|
BNB Wealth Management
Silver Spring,
Maryland
|
$156M
|
+$535K
|
+0.3%
|
1.22%
|
–
|
95
|
12.63%
|
0.2
|
|
|
6962
|
Truxt Investmentos
Rio De Janeiro,
Brazil
|
$156M
|
–
|
–
|
8.86%
|
–
|
29
|
–
|
0.2
|
|
|
6963
|
Winebrenner Capital Management
Louisville,
Kentucky
|
$156M
|
+$5.66M
|
+4%
|
1.45%
|
–
|
146
|
10.27%
|
1
|
|
|
6964
|
Adirondack Capital Advisors
Syracuse,
New York
|
$156M
|
+$6.99M
|
+5%
|
0.85%
|
–
|
45
|
8.89%
|
0.2
|
|
|
6965
|
Pioneer Family Office
North Miami Beach,
Florida
|
$156M
|
+$7.67M
|
+5%
|
2.85%
|
–
|
143
|
31.47%
|
0.2
|
|
|
6966
|
Hidden Cove Wealth Management
Bainbridge Island,
Washington
|
$156M
|
+$1.15M
|
+0.7%
|
1.64%
|
–
|
127
|
33.86%
|
0.7
|
|
|
6967
|
Southern Capital Services
Daphne,
Alabama
|
$156M
|
-$3.08M
|
-2%
|
0.77%
|
–
|
29
|
6.9%
|
0.2
|
|
|
6968
|
Good Steward Wealth Advisors
Clarksville,
Tennessee
|
$156M
|
+$4M
|
+3%
|
1.15%
|
–
|
73
|
10.96%
|
0.9
|
|
|
6969
|
Westco Advisory Services
Lynbrook,
New York
|
$156M
|
-$7.24M
|
-4%
|
1.24%
|
–
|
113
|
25.66%
|
0.2
|
|
|
6970
|
Summit Portfolio Management
Las Vegas,
Nevada
|
$155M
|
–
|
–
|
4.4%
|
–
|
24
|
–
|
0
|
|
|
6971
|
DeLarme Wealth Management
Palos Verdes Estates,
California
|
$155M
|
+$14.4M
|
+10%
|
0.56%
|
–
|
67
|
13.43%
|
0.2
|
|
|
6972
|
Capstone Capital
Henderson,
Nevada
|
$155M
|
+$1.35M
|
+0.9%
|
0.09%
|
62.8%
|
22
|
9.09%
|
1.7
|
|
|
6973
|
Kuhn & Co Investment Counsel
Chicago,
Illinois
|
$155M
|
+$5.19M
|
+3%
|
0.54%
|
88.7%
|
147
|
6.8%
|
1.8
|
|
|
6974
|
Retirement Planning Group (New York)
Malta,
New York
|
$155M
|
+$8.59M
|
+6%
|
1.18%
|
–
|
95
|
9.47%
|
1
|
|
|
6975
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$155M
|
+$6.53M
|
+4%
|
3.14%
|
65.2%
|
133
|
8.27%
|
3.1
|
|