|
6076
|
Defined Wealth Management
Beaverton,
Oregon
|
$139M
|
+$8.61M
|
+7%
|
7.14%
|
56.2%
|
106
|
|
|
6077
|
AYAL Capital Advisors
Toronto,
Ontario, Canada
|
$139M
|
+$11.3M
|
+9%
|
5.33%
|
–
|
51
|
|
|
6078
|
|
$139M
|
+$22.3M
|
+19%
|
9.95%
|
–
|
40
|
|
|
6079
|
Echo45 Advisors
Walnut Creek,
California
|
$139M
|
+$8.98M
|
+7%
|
5.33%
|
37%
|
49
|
|
|
6080
|
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
$139M
|
+$12.7M
|
+10%
|
7.74%
|
76.7%
|
5
|
|
|
6081
|
Councilmark Asset Management
Knoxville,
Tennessee
|
$139M
|
–
|
–
|
8.28%
|
–
|
85
|
|
|
6082
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
$139M
|
-$2M
|
-1%
|
7.9%
|
–
|
103
|
|
|
6083
|
Unconventional Investor
Portsmouth,
New Hampshire
|
$139M
|
+$12.5M
|
+10%
|
9.39%
|
55.3%
|
34
|
|
|
6084
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$139M
|
+$12.6M
|
+10%
|
6.25%
|
44.6%
|
138
|
|
|
6085
|
AIFG Consultants
Halfmoon,
New York
|
$139M
|
+$7.3M
|
+6%
|
5.66%
|
–
|
46
|
|
|
6086
|
Sustainable Insight Capital Management
New York
|
$139M
|
+$15.8M
|
+13%
|
14%
|
142%
|
80
|
|
|
6087
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$139M
|
+$10.3M
|
+8%
|
13.8%
|
114%
|
108
|
|
|
6088
|
Strategic Vision Investment
Hong Kong
|
$139M
|
+$77.7M
|
+128%
|
31%
|
47.5%
|
24
|
|
|
6089
|
Olistico Wealth
Tulsa,
Oklahoma
|
$139M
|
+$10.5M
|
+8%
|
10.7%
|
–
|
108
|
|
|
6090
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$139M
|
+$32.3M
|
+30%
|
5.52%
|
–
|
195
|
|
|
6091
|
Elkhorn Partners
Omaha,
Nebraska
|
$139M
|
-$5.82M
|
-4%
|
3.76%
|
7.74%
|
52
|
|
|
6092
|
American Planning Services
Sun City Center,
Florida
|
$138M
|
+$8.15M
|
+6%
|
8.05%
|
23.8%
|
50
|
|
|
6093
|
Peterson Wealth Management
Sparks,
Nevada
|
$138M
|
+$27.4M
|
+25%
|
10.2%
|
31.2%
|
57
|
|
|
6094
|
Clio Asset Management
Charlottesville,
Virginia
|
$138M
|
+$15.3M
|
+12%
|
13.2%
|
–
|
13
|
|
|
6095
|
KLR Investment Advisors
Providence,
Rhode Island
|
$138M
|
-$57.3K
|
-0%
|
9.91%
|
–
|
205
|
|
|
6096
|
Green Alpha Advisors
Niwot,
Colorado
|
$138M
|
-$649K
|
-0.5%
|
4.81%
|
117%
|
152
|
|
|
6097
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$138M
|
+$13.6M
|
+11%
|
8.59%
|
62.3%
|
197
|
|
|
6098
|
MWA Asset Management
Lexington,
Massachusetts
|
$138M
|
+$16.9M
|
+14%
|
13%
|
–
|
126
|
|
|
6099
|
DSC Meridian Capital
New York
|
$138M
|
-$4.2M
|
-3%
|
0.09%
|
–
|
12
|
|
|
6100
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$138M
|
+$17.1M
|
+14%
|
14.4%
|
125%
|
66
|
|
