|
7001
|
Longview Financial Advisors
Huntsville,
Alabama
|
$127M
|
-$9.52M
|
-7%
|
3.29%
|
–
|
48
|
14.58%
|
|
|
7002
|
Washington Capital Management
Seattle,
Washington
|
$127M
|
-$2.8M
|
-2%
|
0.98%
|
76.9%
|
124
|
21.77%
|
|
|
7003
|
Accel Leaders 4 Associates
Palo Alto,
California
|
$127M
|
–
|
–
|
38.5%
|
–
|
1
|
–
|
|
|
7004
|
Entrust Global Partners
New York
|
$127M
|
-$19.5M
|
-13%
|
1.7%
|
82.3%
|
6
|
33.33%
|
|
|
7005
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$127M
|
-$2.92M
|
-2%
|
3.03%
|
38.3%
|
76
|
6.58%
|
|
|
7006
|
UCLA Foundation
Los Angeles,
California
|
$127M
|
–
|
–
|
2.15%
|
–
|
1
|
–
|
|
|
7007
|
Alpha Financial Partners
Lexington,
Kentucky
|
$127M
|
-$13.7M
|
-10%
|
0.3%
|
61.8%
|
168
|
86.31%
|
|
|
7008
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$126M
|
-$658K
|
-0.5%
|
1.38%
|
60.6%
|
115
|
8.7%
|
|
|
7009
|
NavPoint Financial
Prior Lake,
Minnesota
|
$126M
|
+$2.34M
|
+2%
|
0.56%
|
–
|
49
|
8.16%
|
|
|
7010
|
Bank of Marin
Novato,
California
|
$126M
|
+$2.27M
|
+2%
|
1.49%
|
80.3%
|
129
|
6.2%
|
|
|
7011
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
$126M
|
-$291K
|
-0.2%
|
0.55%
|
–
|
86
|
5.81%
|
|
|
7012
|
Gordian Advisors
Tucson,
Arizona
|
$126M
|
+$988K
|
+0.8%
|
1.73%
|
–
|
41
|
9.76%
|
|
|
7013
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$126M
|
-$1.18M
|
-0.9%
|
3.71%
|
–
|
98
|
18.37%
|
|
|
7014
|
Avos Capital Management
Seattle,
Washington
|
$126M
|
–
|
–
|
2.75%
|
–
|
34
|
–
|
|
|
7015
|
1858 Wealth Management
Akron,
Ohio
|
$126M
|
+$4.74M
|
+4%
|
3.3%
|
–
|
133
|
17.29%
|
|
|
7016
|
Helium Advisors
Everett,
Washington
|
$126M
|
–
|
–
|
1.75%
|
–
|
101
|
–
|
|
|
7017
|
Brickwood Asset Management
London,
United Kingdom
|
$126M
|
–
|
–
|
13.1%
|
–
|
4
|
–
|
|
|
7018
|
DecisionMap Wealth Management
Great Falls,
Virginia
|
$126M
|
–
|
–
|
1.28%
|
–
|
111
|
–
|
|
|
7019
|
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
|
$126M
|
-$2.55M
|
-2%
|
1.68%
|
74.3%
|
55
|
10.91%
|
|
|
7020
|
Frazier Financial Advisors
Columbus,
Ohio
|
$126M
|
-$2.64M
|
-2%
|
0.21%
|
–
|
905
|
34.14%
|
|
|
7021
|
Madrid Financial Services
Manhattan Beach,
California
|
$126M
|
–
|
–
|
2.65%
|
–
|
20
|
–
|
|
|
7022
|
Magnolia Capital Management
Cold Spring,
New York
|
$126M
|
+$155K
|
+0.1%
|
1.98%
|
77.6%
|
73
|
4.11%
|
|
|
7023
|
Trademark Financial Management
Bloomington,
Minnesota
|
$126M
|
-$179K
|
-0.1%
|
0.29%
|
–
|
103
|
22.33%
|
|
|
7024
|
Fischer Investment Strategies
Westlake Village,
California
|
$126M
|
+$9.68M
|
+8%
|
2.78%
|
81%
|
40
|
62.5%
|
|
|
7025
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$126M
|
+$4.16M
|
+3%
|
0.84%
|
–
|
34
|
11.76%
|
|