|
6026
|
Clayton Partners
Berkeley,
California
|
$115M
|
+$10.2M
|
+10%
|
|
|
42
|
|
|
|
6027
|
Straight Path Wealth Management
Jenison,
Michigan
|
$115M
|
–
|
–
|
|
|
77
|
|
|
|
6028
|
My Personal CFO LLC
Vancouver,
Washington
|
$115M
|
–
|
–
|
|
|
61
|
|
|
|
6029
|
Alethea Capital Management
Mercer Island,
Washington
|
$115M
|
+$1.11M
|
+1%
|
|
|
106
|
|
|
|
6030
|
Adirondack Retirement Specialists
Queensbury,
New York
|
$115M
|
+$6.7M
|
+6%
|
|
|
19
|
|
|
|
6031
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$115M
|
+$7.43M
|
+7%
|
|
|
129
|
|
|
|
6032
|
Lynx1 Capital Management
San Juan,
Puerto Rico
|
$115M
|
–
|
–
|
|
|
10
|
|
|
|
6033
|
Bivin & Associates
Ponca City,
Oklahoma
|
$115M
|
–
|
–
|
|
|
412
|
|
|
|
6034
|
McAlister Sweet & Associates
Houston,
Texas
|
$115M
|
–
|
–
|
|
|
38
|
|
|
|
6035
|
Plaisance Capital
Denver,
Colorado
|
$115M
|
+$16.9M
|
+17%
|
|
|
49
|
|
|
|
6036
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$114M
|
–
|
–
|
|
|
147
|
|
|
|
6037
|
Trustco Bank (New York)
Albany,
New York
|
$114M
|
+$7.12M
|
+7%
|
|
|
71
|
|
|
|
6038
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
$114M
|
–
|
–
|
|
|
269
|
|
|
|
6039
|
CVS Health
Woonsocket,
Rhode Island
|
$114M
|
–
|
–
|
|
|
4
|
|
|
|
6040
|
SWM Advisors
St. Petersburg,
Florida
|
$114M
|
–
|
–
|
|
|
31
|
|
|
|
6041
|
|
$114M
|
-$66.1M
|
-37%
|
|
|
57
|
|
|
|
6042
|
Asset Management Resources
Hyannis,
Massachusetts
|
$114M
|
–
|
–
|
|
|
56
|
|
|
|
6043
|
RVB Capital Management
Great Neck,
New York
|
$114M
|
-$24.3M
|
-18%
|
|
|
44
|
|
|
|
6044
|
Walker Asset Management
Verona,
Missouri
|
$114M
|
–
|
–
|
|
|
80
|
|
|
|
6045
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$114M
|
–
|
–
|
|
|
56
|
|
|
|
6046
|
IMPACTfolio
Denver,
Colorado
|
$114M
|
–
|
–
|
|
|
47
|
|
|
|
6047
|
Brown Financial Advisory
Fairhope,
Alabama
|
$114M
|
-$7.32M
|
-6%
|
|
|
28
|
|
|
|
6048
|
Protective Life
Birmingham,
Alabama
|
$114M
|
-$875K
|
-0.8%
|
|
|
13
|
|
|
|
6049
|
Brevan Howard Capital Management
St. Helier,
Jersey
|
$114M
|
-$50.8M
|
-31%
|
|
|
46
|
|
|
|
6050
|
|
$114M
|
–
|
–
|
|
|
80
|
|
|