|
6526
|
Monument Group Wealth Advisors
Concord,
Massachusetts
|
$141M
|
-$25.1M
|
-15%
|
|
|
53
|
|
|
|
6527
|
Breach Inlet Capital Management
Mt. Pleasant,
South Carolina
|
$141M
|
+$30.2M
|
+27%
|
|
|
11
|
|
|
|
6528
|
Future You Wealth
New York
|
$141M
|
–
|
–
|
|
|
47
|
|
|
|
6529
|
Wilson & Boucher Capital Management
Moraga,
California
|
$141M
|
-$3.99M
|
-3%
|
|
|
118
|
|
|
|
6530
|
Periscope Capital
Toronto,
Ontario, Canada
|
$141M
|
-$17.1M
|
-11%
|
|
|
303
|
|
|
|
6531
|
Cladis Investment Advisory
Billings,
Montana
|
$141M
|
-$3.29M
|
-2%
|
|
|
142
|
|
|
|
6532
|
Avid Wealth Partners
San Antonio,
Texas
|
$141M
|
-$555K
|
-0.4%
|
|
|
49
|
|
|
|
6533
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$141M
|
+$463K
|
+0.3%
|
|
|
123
|
|
|
|
6534
|
MGO Private Wealth
Irvine,
California
|
$141M
|
+$67K
|
+0%
|
|
|
67
|
|
|
|
6535
|
McAlister Sweet & Associates
Houston,
Texas
|
$141M
|
+$19.5M
|
+16%
|
|
|
32
|
|
|
|
6536
|
Erickson Financial Group
Allentown,
Pennsylvania
|
$140M
|
+$914K
|
+0.7%
|
|
|
26
|
|
|
|
6537
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$140M
|
-$7.62M
|
-5%
|
|
|
84
|
|
|
|
6538
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$140M
|
–
|
–
|
|
|
117
|
|
|
|
6539
|
Lee-Kelleher Wealth Management
Fulton,
Maryland
|
$140M
|
–
|
–
|
|
|
40
|
|
|
|
6540
|
Brown Financial Advisory
Fairhope,
Alabama
|
$140M
|
-$923K
|
-0.7%
|
|
|
39
|
|
|
|
6541
|
Arrien Investments
Boise,
Idaho
|
$140M
|
+$1.77M
|
+1%
|
|
|
40
|
|
|
|
6542
|
Turn8 Private Wealth
Pointe Claire,
|
$140M
|
–
|
–
|
|
|
45
|
|
|
|
6543
|
LAM Group
Lake Oswego,
Oregon
|
$140M
|
-$1.05M
|
-0.7%
|
|
|
134
|
|
|
|
6544
|
Guardian Investment Management
Tiburon,
California
|
$140M
|
+$24M
|
+21%
|
|
|
60
|
|
|
|
6545
|
Norwood Investment Partners
Mill Valley,
California
|
$140M
|
-$8.12M
|
-5%
|
|
|
13
|
|
|
|
6546
|
RiverGlades Family Offices
Naples,
Florida
|
$140M
|
+$392K
|
+0.3%
|
|
|
86
|
|
|
|
6547
|
Tacita Capital
Toronto,
Ontario, Canada
|
$140M
|
-$13.2M
|
-9%
|
|
|
213
|
|
|
|
6548
|
First Community Trust
Dubuque,
Iowa
|
$140M
|
+$17.6M
|
+14%
|
|
|
329
|
|
|
|
6549
|
Farrell Financial
Orchard Park,
New York
|
$140M
|
-$1.71M
|
-1%
|
|
|
69
|
|
|
|
6550
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$140M
|
–
|
–
|
|
|
95
|
|
|