|
6376
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
|
USD 109 M
|
–
|
–
|
6.75%
|
72.1%
|
50
|
–
|
0
|
|
|
6377
|
Ponoi Management
San Francisco,
California
|
USD 108 M
|
-USD 4.17 M
|
-4%
|
4.92%
|
–
|
4
|
0%
|
1
|
|
|
6378
|
Von Berge Wealth Management Group
San Diego,
California
|
USD 108 M
|
–
|
–
|
8.06%
|
60.5%
|
63
|
–
|
0
|
|
|
6379
|
Steward Financial Group
Colleyville,
Texas
|
USD 108 M
|
–
|
–
|
8.73%
|
–
|
304
|
–
|
0
|
|
|
6380
|
Kolinsky Wealth Management
Ramsey,
New Jersey
|
USD 108 M
|
–
|
–
|
11.6%
|
44.6%
|
149
|
–
|
0
|
|
|
6381
|
Warren Street Wealth Advisors
Newport Beach,
California
|
USD 108 M
|
–
|
–
|
4.69%
|
84.6%
|
56
|
–
|
0
|
|
|
6382
|
AWH Capital
Dallas,
Texas
|
USD 108 M
|
+USD 12.8 M
|
+13%
|
12.4%
|
183%
|
27
|
14.81%
|
1.7
|
|
|
6383
|
River Oaks Capital
Wayzata,
Minnesota
|
USD 108 M
|
–
|
–
|
6.52%
|
–
|
55
|
–
|
2.5
|
|
|
6384
|
CNO Financial Group
Carmel,
Indiana
|
USD 108 M
|
-USD 740 k
|
-0.7%
|
0.6%
|
–
|
10
|
20%
|
1.1
|
|
|
6385
|
Absolute Capital Management
Pittsburgh,
Pennsylvania
|
USD 108 M
|
–
|
–
|
7.34%
|
98.2%
|
546
|
–
|
0
|
|
|
6386
|
McDonald Partners
Cleveland,
Ohio
|
USD 108 M
|
-USD 318 M
|
-75%
|
7.34%
|
102%
|
739
|
85.66%
|
0.2
|
|
|
6387
|
Cypress Point Wealth Management
Dallas,
Texas
|
USD 108 M
|
-USD 32.3 M
|
-23%
|
14.1%
|
255%
|
174
|
84.48%
|
0.8
|
|
|
6388
|
Vericrest Private Wealth
Newtown,
Pennsylvania
|
USD 108 M
|
–
|
–
|
4.15%
|
–
|
39
|
–
|
0
|
|
|
6389
|
Crown Wealth Group
Charlotte,
North Carolina
|
USD 108 M
|
–
|
–
|
5.53%
|
98.2%
|
67
|
–
|
0
|
|
|
6390
|
HST Ventures
Park City,
Utah
|
USD 108 M
|
–
|
–
|
7.15%
|
8.24%
|
19
|
–
|
0
|
|
|
6391
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
USD 107 M
|
–
|
–
|
10.3%
|
78%
|
54
|
–
|
0
|
|
|
6392
|
Miller Equity Capital Advisors
Irving,
Texas
|
USD 107 M
|
+USD 5.8 M
|
+6%
|
6.77%
|
23.7%
|
47
|
4.26%
|
1.7
|
|
|
6393
|
Counterpoint Mutual Funds
San Diego,
California
|
USD 107 M
|
+USD 7.4 M
|
+7%
|
0.61%
|
74.3%
|
268
|
83.21%
|
0.1
|
|
|
6394
|
Mission Financial Group
Las Vegas,
Nevada
|
USD 107 M
|
–
|
–
|
6.91%
|
–
|
143
|
–
|
0
|
|
|
6395
|
Roberts Capital Advisors
Denver,
Colorado
|
USD 107 M
|
–
|
–
|
13.9%
|
–
|
95
|
–
|
0
|
|
|
6396
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
USD 107 M
|
–
|
–
|
11.9%
|
86.3%
|
105
|
–
|
0
|
|
|
6397
|
Silphium Asset Management
London,
United Kingdom
|
USD 107 M
|
-USD 149 M
|
-58%
|
7.98%
|
118%
|
110
|
58.18%
|
0.4
|
|
|
6398
|
Meridian Financial
Holliston,
Massachusetts
|
USD 107 M
|
–
|
–
|
6.95%
|
58.5%
|
99
|
–
|
0
|
|
|
6399
|
Atlas Financial Advisors
Oroville,
California
|
USD 107 M
|
–
|
–
|
3.2%
|
5.34%
|
15
|
–
|
0
|
|
|
6400
|
Andrew Hill Investment Advisors
Naples,
Florida
|
USD 107 M
|
–
|
–
|
12%
|
269%
|
227
|
–
|
0
|
|