|
6526
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$1.5億
|
+$471万
|
+3%
|
0.57%
|
59.9%
|
114
|
7.02%
|
0.9
|
|
|
6527
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
$1.5億
|
-$7.31万
|
-0%
|
1.35%
|
63.8%
|
115
|
10.43%
|
1.4
|
|
|
6528
|
National Wealth Management Group
Cincinnati,
Ohio
|
$1.5億
|
+$261万
|
+2%
|
4.6%
|
128%
|
179
|
39.66%
|
1.3
|
|
|
6529
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$1.5億
|
–
|
–
|
1.43%
|
–
|
516
|
–
|
0
|
|
|
6530
|
Apis Capital Advisors
New York
|
$1.5億
|
+$640万
|
+4%
|
38.9%
|
1,532%
|
38
|
36.84%
|
1
|
|
|
6531
|
Channing Global Advisors
Miami,
Florida
|
$1.5億
|
+$3158万
|
+27%
|
1.62%
|
128%
|
58
|
24.14%
|
1.6
|
|
|
6532
|
Western Standard LLC
Los Angeles,
California
|
$1.5億
|
+$4351万
|
+41%
|
1.54%
|
83.7%
|
28
|
42.86%
|
0.5
|
|
|
6533
|
Williamson Legacy Group
Carmel,
Indiana
|
$1.5億
|
+$41.3万
|
+0.3%
|
6.04%
|
–
|
135
|
37.04%
|
0.4
|
|
|
6534
|
LeClair Wealth Partners
Dublin,
Ohio
|
$1.5億
|
–
|
–
|
2.16%
|
–
|
96
|
–
|
0
|
|
|
6535
|
Stonebridge Advisors
Wilton,
Connecticut
|
$1.5億
|
+$63.1万
|
+0.4%
|
4.34%
|
0.03%
|
5
|
40%
|
2.3
|
|
|
6536
|
Sectoral Asset Management
Montreal,
Quebec, Canada
|
$1.5億
|
-$1948万
|
-12%
|
0.63%
|
168%
|
99
|
22.22%
|
2.6
|
|
|
6537
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
$1.5億
|
+$398万
|
+3%
|
0.91%
|
–
|
30
|
20%
|
0.8
|
|
|
6538
|
R.H. Dinel Investment Counsel
Los Angeles,
California
|
$1.5億
|
-$1029万
|
-6%
|
4.91%
|
55.9%
|
42
|
0%
|
8.9
|
|
|
6539
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$1.5億
|
+$172万
|
+1%
|
0.36%
|
58.2%
|
129
|
14.73%
|
1.6
|
|
|
6540
|
Argus Investors Counsel
New York
|
$1.5億
|
-$353万
|
-2%
|
2.98%
|
132%
|
118
|
6.78%
|
4.8
|
|
|
6541
|
Andrews Lucia Wealth Management
Danville,
California
|
$1.5億
|
+$864万
|
+6%
|
1.41%
|
64%
|
28
|
10.71%
|
2.5
|
|
|
6542
|
McGinn Penninger Investment Management
Alexandria,
Virginia
|
$1.5億
|
-$53.6万
|
-0.4%
|
1.21%
|
51.9%
|
26
|
7.69%
|
3.4
|
|
|
6543
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$1.5億
|
+$292万
|
+2%
|
0.51%
|
54.2%
|
36
|
8.33%
|
2.9
|
|
|
6544
|
Albert D. Mason Inc
Boston,
Massachusetts
|
$1.5億
|
-$649万
|
-4%
|
1.2%
|
83.4%
|
151
|
7.28%
|
6
|
|
|
6545
|
Objective Capital Management
Pepper Pike,
Ohio
|
$1.5億
|
-$2059万
|
-12%
|
5.07%
|
–
|
158
|
18.99%
|
1.9
|
|
|
6546
|
Nicholson Wealth Management Group
Charlestown,
South Carolina
|
$1.5億
|
+$2787万
|
+23%
|
5.08%
|
–
|
103
|
9.71%
|
0.2
|
|
|
6547
|
Lauer Wealth
Valparaiso,
Indiana
|
$1.5億
|
+$2013万
|
+16%
|
11.9%
|
89.4%
|
46
|
39.13%
|
1.1
|
|
|
6548
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$1.5億
|
-$196万
|
-1%
|
2.65%
|
49.9%
|
205
|
3.41%
|
1.5
|
|
|
6549
|
Rainwater Charitable Foundation
Fort Worth,
Texas
|
$1.5億
|
-$6545万
|
-30%
|
2.33%
|
44%
|
4
|
0%
|
2.8
|
|
|
6550
|
Kapitalo Investimentos
Sao Paulo,
Brazil
|
$1.49億
|
-$2.61億
|
-64%
|
2.15%
|
66.5%
|
365
|
81.64%
|
0.2
|
|