|
6676
|
PB Investment Partners
Burlingame,
California
|
$133M
|
+$15.7M
|
+13%
|
|
|
8
|
|
|
|
6677
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$133M
|
-$2.6M
|
-2%
|
|
|
154
|
|
|
|
6678
|
Silvia McColl Wealth Management
San Diego,
California
|
$133M
|
-$169K
|
-0.1%
|
|
|
109
|
|
|
|
6679
|
Optimize Financial
Laguna Hills,
California
|
$133M
|
–
|
–
|
|
|
234
|
|
|
|
6680
|
Strive Asset Management
Dublin,
Ohio
|
$133M
|
–
|
–
|
|
|
112
|
|
|
|
6681
|
Sagace Wealth Management
St. Petersburg,
Florida
|
$133M
|
+$4.1M
|
+3%
|
|
|
69
|
|
|
|
6682
|
LB Partners
Charlottesville,
Virginia
|
$133M
|
+$18.3M
|
+16%
|
|
|
24
|
|
|
|
6683
|
Fidato Wealth
Middleburg Heights,
Ohio
|
$133M
|
+$8.88M
|
+7%
|
|
|
25
|
|
|
|
6684
|
Elevate Wealth Advisory
Athens,
Georgia
|
$133M
|
-$1.38M
|
-1%
|
|
|
122
|
|
|
|
6685
|
Phase 2 Partners
San Francisco,
California
|
$133M
|
-$36.1M
|
-21%
|
|
|
36
|
|
|
|
6686
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$133M
|
+$6.23M
|
+5%
|
|
|
98
|
|
|
|
6687
|
Long Corridor Asset Management
Hong Kong
|
$133M
|
+$19.7M
|
+17%
|
|
|
25
|
|
|
|
6688
|
XY Planning Network
Bozeman,
Montana
|
$133M
|
–
|
–
|
|
|
92
|
|
|
|
6689
|
Eight 31 Financial
Midland,
Texas
|
$133M
|
+$3.14M
|
+2%
|
|
|
68
|
|
|
|
6690
|
OxenFree Capital
Satellite Beach,
Florida
|
$133M
|
+$5.73M
|
+5%
|
|
|
42
|
|
|
|
6691
|
Exome Asset Management
New York
|
$133M
|
-$15M
|
-10%
|
|
|
83
|
|
|
|
6692
|
Paragon Financial Partners
Woodland Hills,
California
|
$133M
|
-$3.73M
|
-3%
|
|
|
86
|
|
|
|
6693
|
POM Investment Strategies
Raleigh,
North Carolina
|
$133M
|
+$4.74M
|
+4%
|
|
|
391
|
|
|
|
6694
|
Axecap Investments
Mason,
Ohio
|
$133M
|
+$898K
|
+0.7%
|
|
|
81
|
|
|
|
6695
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$133M
|
+$746K
|
+0.6%
|
|
|
205
|
|
|
|
6696
|
Empirical Capital Management
Hendersonville,
Tennessee
|
$133M
|
-$10.5M
|
-7%
|
|
|
19
|
|
|
|
6697
|
Define Financial
San Diego,
California
|
$132M
|
–
|
–
|
|
|
34
|
|
|
|
6698
|
UHLMANN PRICE SECURITIES
Skokie,
Illinois
|
$132M
|
+$6.65M
|
+5%
|
|
|
186
|
|
|
|
6699
|
Campion Asset Management
Falls Church,
Virginia
|
$132M
|
-$3.73M
|
-3%
|
|
|
92
|
|
|
|
6700
|
Nabity-Jensen Investment Management
Omaha,
Nebraska
|
$132M
|
+$1.78M
|
+1%
|
|
|
71
|
|
|