|
6201
|
TrueWealth Financial Partners
Bellevue,
Washington
|
$1.32億
|
+$1004万
|
+8%
|
7.7%
|
36.4%
|
16
|
6.25%
|
1.6
|
|
|
6202
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$1.32億
|
+$2443万
|
+23%
|
9.62%
|
48.5%
|
75
|
10.67%
|
1.6
|
|
|
6203
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$1.31億
|
+$1788万
|
+16%
|
15.2%
|
95.3%
|
83
|
8.43%
|
2.5
|
|
|
6204
|
AIFG Consultants
Halfmoon,
New York
|
$1.31億
|
+$1085万
|
+9%
|
8.05%
|
49.8%
|
42
|
21.43%
|
0.7
|
|
|
6205
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$1.31億
|
+$1429万
|
+12%
|
8.85%
|
58.2%
|
87
|
19.54%
|
0.9
|
|
|
6206
|
Urban Financial Advisory Corp
Chicago,
Illinois
|
$1.31億
|
–
|
–
|
10.4%
|
–
|
21
|
–
|
0
|
|
|
6207
|
Aurora Investment Managers
Naples,
Florida
|
$1.31億
|
+$1339万
|
+11%
|
10.9%
|
74.4%
|
50
|
14%
|
2
|
|
|
6208
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$1.31億
|
–
|
–
|
8.97%
|
–
|
97
|
–
|
0
|
|
|
6209
|
Byrne Asset Management
Kingston,
New Jersey
|
$1.31億
|
+$1040万
|
+9%
|
13.3%
|
126%
|
601
|
36.61%
|
1
|
|
|
6210
|
Chapman Investment Management
San Anselmo,
California
|
$1.31億
|
+$1316万
|
+11%
|
14.9%
|
57.3%
|
36
|
5.56%
|
2.3
|
|
|
6211
|
Sivia Capital Partners
Mill Valley,
California
|
$1.31億
|
–
|
–
|
13.8%
|
–
|
186
|
–
|
0
|
|
|
6212
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$1.31億
|
+$1654万
|
+14%
|
11.1%
|
63%
|
432
|
9.03%
|
1.1
|
|
|
6213
|
Apricus Wealth
Beaufort,
South Carolina
|
$1.31億
|
+$1685万
|
+15%
|
7.02%
|
80.6%
|
89
|
12.36%
|
1.5
|
|
|
6214
|
Mills Wealth Advisors
Southlake,
Texas
|
$1.31億
|
+$632万
|
+5%
|
5.66%
|
37.9%
|
54
|
14.81%
|
0.8
|
|
|
6215
|
Objective Capital Management
Pepper Pike,
Ohio
|
$1.31億
|
+$1851万
|
+16%
|
11.1%
|
–
|
122
|
18.03%
|
1.4
|
|
|
6216
|
Robocap Asset Management
London,
United Kingdom
|
$1.31億
|
+$2620万
|
+25%
|
23.8%
|
274%
|
26
|
3.85%
|
0.7
|
|
|
6217
|
Ables Iannone Moore & Associates
Savannah,
Georgia
|
$1.31億
|
–
|
–
|
11.6%
|
116%
|
307
|
–
|
0
|
|
|
6218
|
Fogel Capital Management
Stuart,
Florida
|
$1.31億
|
–
|
–
|
9.5%
|
122%
|
33
|
–
|
0
|
|
|
6219
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$1.31億
|
+$1386万
|
+12%
|
11.8%
|
84.1%
|
59
|
13.56%
|
1.6
|
|
|
6220
|
Ervin Investment Management
Seattle,
Washington
|
$1.31億
|
+$1159万
|
+10%
|
9.19%
|
92.9%
|
36
|
5.56%
|
1.8
|
|
|
6221
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$1.31億
|
+$1362万
|
+12%
|
11.7%
|
134%
|
117
|
6.84%
|
1.5
|
|
|
6222
|
Burr Financial Services
Pleasant Hill,
California
|
$1.31億
|
–
|
–
|
18%
|
478%
|
34
|
–
|
0
|
|
|
6223
|
H&F Corporate Investors IX
San Francisco,
California
|
$1.31億
|
-$1955万
|
-13%
|
13%
|
62.7%
|
1
|
0%
|
1
|
|
|
6224
|
Pring Turner Capital Group
Alamo,
California
|
$1.31億
|
+$1135万
|
+10%
|
10.9%
|
70.8%
|
66
|
7.58%
|
3.9
|
|
|
6225
|
PPS&V Asset Management Consultants
Portage,
Michigan
|
$1.31億
|
+$1465万
|
+13%
|
9.53%
|
80.7%
|
41
|
9.76%
|
0.9
|
|