|
6501
|
Brewster Financial Planning
Brooklyn,
New York
|
$135M
|
+$3.26M
|
+2%
|
|
|
28
|
|
|
|
6502
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$135M
|
+$2.53M
|
+2%
|
|
|
227
|
|
|
|
6503
|
Stance Capital
Boston,
Massachusetts
|
$135M
|
-$26.2M
|
-16%
|
|
|
281
|
|
|
|
6504
|
Dougherty Wealth Advisers
Wayzata,
Minnesota
|
$135M
|
+$6.25M
|
+5%
|
|
|
111
|
|
|
|
6505
|
Stanich Group
Montauk,
New York
|
$135M
|
+$1.38M
|
+1%
|
|
|
52
|
|
|
|
6506
|
NRI Wealth Management
Santa Clara,
California
|
$135M
|
-$9.72M
|
-7%
|
|
|
28
|
|
|
|
6507
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$135M
|
+$5.16M
|
+4%
|
|
|
59
|
|
|
|
6508
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$135M
|
-$3.62M
|
-3%
|
|
|
118
|
|
|
|
6509
|
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
|
$135M
|
-$37M
|
-22%
|
|
|
7
|
|
|
|
6510
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$135M
|
-$71.4M
|
-35%
|
|
|
33
|
|
|
|
6511
|
VERITY Wealth Advisors
Sausalito,
United States
|
$135M
|
-$3.62M
|
-3%
|
|
|
73
|
|
|
|
6512
|
Perbak Capital Partners
London,
United Kingdom
|
$135M
|
-$52.3M
|
-28%
|
|
|
227
|
|
|
|
6513
|
WealthTrust Asset Management
Destin,
Florida
|
$135M
|
-$4.35M
|
-3%
|
|
|
103
|
|
|
|
6514
|
Lancaster Investment Management
London,
United Kingdom
|
$135M
|
+$21.9M
|
+19%
|
|
|
6
|
|
|
|
6515
|
Vannoy Advisory Group
Austin,
Texas
|
$135M
|
+$368K
|
+0.3%
|
|
|
27
|
|
|
|
6516
|
Caldwell Investment Management
Toronto,
Ontario, Canada
|
$135M
|
-$13.5M
|
-9%
|
|
|
39
|
|
|
|
6517
|
Pingora Partners
Wilson,
Wyoming
|
$135M
|
-$17.8M
|
-12%
|
|
|
233
|
|
|
|
6518
|
Tevis Investment Management
Plano,
Texas
|
$135M
|
$0
|
0%
|
|
|
96
|
|
|
|
6519
|
Continental Advisors
Park City,
Utah
|
$135M
|
+$2.94M
|
+2%
|
|
|
35
|
|
|
|
6520
|
Palacios Wealth Management
Ormond Beach,
Florida
|
$135M
|
+$42.1M
|
+45%
|
|
|
67
|
|
|
|
6521
|
Capital & Planning LLC
Jonesboro,
Georgia
|
$135M
|
-$2.09M
|
-2%
|
|
|
192
|
|
|
|
6522
|
|
$135M
|
-$6.82M
|
-5%
|
|
|
4
|
|
|
|
6523
|
Sender Company & Partners
New York
|
$135M
|
+$54.1M
|
+67%
|
|
|
94
|
|
|
|
6524
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$135M
|
-$9.27M
|
-6%
|
|
|
58
|
|
|
|
6525
|
|
$134M
|
-$7.76M
|
-5%
|
|
|
9
|
|
|