|
6401
|
Second Half Financial Partners
Sebring,
Florida
|
$125M
|
-$99.9M
|
-44%
|
|
|
70
|
|
|
|
6402
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$125M
|
-$4.45M
|
-3%
|
|
|
66
|
|
|
|
6403
|
|
$125M
|
+$9.56M
|
+8%
|
|
|
69
|
|
|
|
6404
|
Northern Financial Advisors
Bloomfield Hills,
Michigan
|
$125M
|
-$3.41M
|
-3%
|
|
|
114
|
|
|
|
6405
|
|
$125M
|
-$18.1M
|
-13%
|
|
|
8
|
|
|
|
6406
|
Tevis Investment Management
Plano,
Texas
|
$124M
|
+$6.88M
|
+6%
|
|
|
94
|
|
|
|
6407
|
Green Alpha Advisors
Niwot,
Colorado
|
$124M
|
-$13.6M
|
-10%
|
|
|
143
|
|
|
|
6408
|
Harbert Fund Advisors
Birmingham,
Alabama
|
$124M
|
-$20.9M
|
-14%
|
|
|
114
|
|
|
|
6409
|
Emergent Wealth Advisors
Williamsville,
New York
|
$124M
|
+$8.4M
|
+7%
|
|
|
113
|
|
|
|
6410
|
Cohen Investment Advisors
Bedford,
New Hampshire
|
$124M
|
-$29.9M
|
-19%
|
|
|
78
|
|
|
|
6411
|
Clayton Partners
Berkeley,
California
|
$124M
|
+$6.6M
|
+6%
|
|
|
39
|
|
|
|
6412
|
Dentgroup
Baton Rouge,
Louisiana
|
$124M
|
+$3.24M
|
+3%
|
|
|
89
|
|
|
|
6413
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$124M
|
-$20.5M
|
-14%
|
|
|
92
|
|
|
|
6414
|
Dean Jacobson Financial Services
Fort Worth,
Texas
|
$124M
|
+$471K
|
+0.4%
|
|
|
13
|
|
|
|
6415
|
Mosaic Advisors
Houston,
Texas
|
$124M
|
+$1.47M
|
+1%
|
|
|
17
|
|
|
|
6416
|
|
$124M
|
-$717K
|
-0.6%
|
|
|
83
|
|
|
|
6417
|
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
$124M
|
-$22.7M
|
-15%
|
|
|
20
|
|
|
|
6418
|
Clifford Group
Wayland,
Massachusetts
|
$124M
|
+$2.75M
|
+2%
|
|
|
74
|
|
|
|
6419
|
Oceanside Advisors
Mount Pleasant,
South Carolina
|
$124M
|
+$2.93M
|
+2%
|
|
|
48
|
|
|
|
6420
|
FMA Wealth Management
Duxbury,
Massachusetts
|
$124M
|
+$3.03M
|
+3%
|
|
|
43
|
|
|
|
6421
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$124M
|
+$2.08M
|
+2%
|
|
|
140
|
|
|
|
6422
|
Eagle Wealth Strategies
West Deptford,
New Jersey
|
$124M
|
+$605K
|
+0.5%
|
|
|
96
|
|
|
|
6423
|
Latash Investments
Anchorage,
Alaska
|
$123M
|
-$17.2M
|
-12%
|
|
|
20
|
|
|
|
6424
|
Napatree Capital
Westerly,
Rhode Island
|
$123M
|
+$20.1M
|
+19%
|
|
|
138
|
|
|
|
6425
|
Stonekeep Investments
Sante Fe,
New Mexico
|
$123M
|
–
|
–
|
|
|
48
|
|
|