|
7001
|
Broyhill Asset Management
Charlotte,
North Carolina
|
$123M
|
+$9.42M
|
+8%
|
1.23%
|
–
|
79
|
10.13%
|
|
|
7002
|
Epacria Capital Partners
Boulder,
Colorado
|
$123M
|
+$4.59M
|
+4%
|
8.48%
|
89.1%
|
44
|
13.64%
|
|
|
7003
|
Steinberg Asset Management
New York
|
$123M
|
-$12.6M
|
-9%
|
6.62%
|
130%
|
43
|
18.6%
|
|
|
7004
|
Seed Wealth Management
Evanston,
Illinois
|
$123M
|
-$996K
|
-0.8%
|
0.49%
|
58.4%
|
156
|
9.62%
|
|
|
7005
|
Five Pine Wealth Management
Coeur D Alene,
Idaho
|
$123M
|
+$4.2M
|
+4%
|
0.54%
|
–
|
40
|
5%
|
|
|
7006
|
Bank & Trust Company
Litchfield,
Illinois
|
$123M
|
+$3.7M
|
+3%
|
3.27%
|
–
|
292
|
3.42%
|
|
|
7007
|
Affinity Investment Advisors
Newport Beach,
California
|
$123M
|
+$2.77M
|
+2%
|
0.13%
|
189%
|
147
|
17.01%
|
|
|
7008
|
DMC Group
Birmingham,
Alabama
|
$123M
|
-$193K
|
-0.2%
|
0.01%
|
99.2%
|
140
|
17.86%
|
|
|
7009
|
WESPAC Advisors
Orinda,
California
|
$123M
|
-$13.2M
|
-10%
|
2.85%
|
112%
|
210
|
50.95%
|
|
|
7010
|
Nan Fung Group Holdings
Kai Tak,
Hong Kong
|
$123M
|
+$5.7M
|
+5%
|
4.72%
|
281%
|
36
|
5.56%
|
|
|
7011
|
Mount Vernon Associates
Baltimore,
Maryland
|
$123M
|
-$5.68M
|
-4%
|
2.86%
|
119%
|
52
|
3.85%
|
|
|
7012
|
Kennon-Green & Company
New Albany,
Ohio
|
$123M
|
+$6.82M
|
+6%
|
6.7%
|
43.3%
|
42
|
2.38%
|
|
|
7013
|
Crew Capital Management
Cincinnati,
Ohio
|
$123M
|
+$1.77M
|
+1%
|
0.98%
|
104%
|
157
|
12.74%
|
|
|
7014
|
AdviceOne Advisory Services
Glastonbury,
Connecticut
|
$122M
|
+$9.78M
|
+9%
|
7.57%
|
–
|
33
|
12.12%
|
|
|
7015
|
Bannerman Wealth Management Group
Lewisville,
Texas
|
$122M
|
+$1.49M
|
+1%
|
1.53%
|
–
|
35
|
8.57%
|
|
|
7016
|
Kagan Cocozza Asset Management
Mickleton,
New Jersey
|
$122M
|
+$1.95M
|
+2%
|
0.18%
|
–
|
63
|
3.17%
|
|
|
7017
|
Gratia Capital
Los Angeles,
California
|
$122M
|
+$20.1M
|
+20%
|
9.34%
|
42.4%
|
33
|
42.42%
|
|
|
7018
|
Refined Wealth Management
Salt Lake City,
Utah
|
$122M
|
-$9.13M
|
-7%
|
3.94%
|
76.8%
|
30
|
20%
|
|
|
7019
|
LPF Advisors
Sarasota,
Florida
|
$122M
|
+$2.63M
|
+2%
|
1.47%
|
–
|
37
|
16.22%
|
|
|
7020
|
Illumine Investment Management
Poulsbo,
Washington
|
$122M
|
+$592K
|
+0.5%
|
1.31%
|
–
|
93
|
5.38%
|
|
|
7021
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$122M
|
-$25M
|
-17%
|
2.52%
|
129%
|
152
|
26.97%
|
|
|
7022
|
MFA Wealth Services
Thousand Oaks,
California
|
$122M
|
-$3.04M
|
-2%
|
0.8%
|
–
|
110
|
5.45%
|
|
|
7023
|
Code Waechter
Tampa,
Florida
|
$122M
|
+$7.02M
|
+6%
|
1.88%
|
–
|
139
|
36.69%
|
|
|
7024
|
|
$122M
|
-$15.8M
|
-12%
|
10.4%
|
29.2%
|
29
|
24.14%
|
|
|
7025
|
Gentry Private Wealth
Wichita,
Kansas
|
$122M
|
+$97.5M
|
+406%
|
2.52%
|
–
|
89
|
66.29%
|
|