|
7001
|
Asset Planning Inc
Cypress,
California
|
$133M
|
+$5.22M
|
+4%
|
6.34%
|
–
|
308
|
7.47%
|
|
|
7002
|
Aspetuck Financial Management
Westport,
Connecticut
|
$133M
|
+$16.4M
|
+14%
|
15.8%
|
–
|
73
|
8.22%
|
|
|
7003
|
Fairtree Asset Management
Bellville, Cape Town,
South Africa
|
$133M
|
+$8.37M
|
+7%
|
6.25%
|
–
|
117
|
32.48%
|
|
|
7004
|
Bluefin Capital Management
New York
|
$133M
|
-$5.92M
|
-4%
|
25.3%
|
–
|
187
|
68.45%
|
|
|
7005
|
Eschler Asset Management
London,
United Kingdom
|
$133M
|
+$92.2M
|
+228%
|
19.2%
|
274%
|
78
|
74.36%
|
|
|
7006
|
Bank of Marin
Novato,
California
|
$133M
|
+$54.1M
|
+69%
|
11.4%
|
80.3%
|
136
|
41.18%
|
|
|
7007
|
Navigoe Wealth Management
Redondo Beach,
California
|
$132M
|
+$17M
|
+15%
|
6.66%
|
–
|
190
|
10.53%
|
|
|
7008
|
Octahedron Capital Management
Burlingame,
California
|
$132M
|
+$17.6M
|
+15%
|
31.4%
|
234%
|
25
|
36%
|
|
|
7009
|
Axos Invest
Las Vegas,
Nevada
|
$132M
|
+$3.42M
|
+3%
|
8.47%
|
–
|
22
|
0%
|
|
|
7010
|
Oder Investment Management
Woodland Hills,
California
|
$132M
|
+$14.6M
|
+12%
|
17%
|
97.5%
|
99
|
7.07%
|
|
|
7011
|
Accredited Investor Services
St. Cloud,
Minnesota
|
$132M
|
+$12.6M
|
+11%
|
10.2%
|
–
|
73
|
8.22%
|
|
|
7012
|
Kuhn & Co Investment Counsel
Chicago,
Illinois
|
$132M
|
+$13.7M
|
+12%
|
8.38%
|
–
|
135
|
8.15%
|
|
|
7013
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$132M
|
+$15.8M
|
+14%
|
8.97%
|
–
|
59
|
13.56%
|
|
|
7014
|
Pachira Investments
Dana Point,
California
|
$132M
|
-$10M
|
-7%
|
9.5%
|
72.6%
|
58
|
13.79%
|
|
|
7015
|
Moulton Wealth Management
Spokane,
Washington
|
$132M
|
+$1.1M
|
+0.8%
|
5.14%
|
47.1%
|
43
|
34.88%
|
|
|
7016
|
Panoramic Capital
Larkspur,
California
|
$132M
|
+$45.7M
|
+53%
|
37.8%
|
–
|
49
|
61.22%
|
|
|
7017
|
BML Capital Management
Zionsville,
Indiana
|
$132M
|
+$8.62M
|
+7%
|
14.9%
|
349%
|
29
|
24.14%
|
|
|
7018
|
IFS Advisors
Overland Park,
Kansas
|
$132M
|
+$9.01M
|
+7%
|
7.69%
|
48.3%
|
205
|
20%
|
|
|
7019
|
Alethea Capital Management
Mercer Island,
Washington
|
$132M
|
-$1.89M
|
-1%
|
5.51%
|
275%
|
33
|
72.73%
|
|
|
7020
|
General Equity Holdings
Brooklyn,
New York
|
$132M
|
+$21.8M
|
+20%
|
48.1%
|
775%
|
10
|
40%
|
|
|
7021
|
Columbia Advisory Partners
Spokane,
Washington
|
$132M
|
+$16.8M
|
+15%
|
7.25%
|
63.7%
|
84
|
19.05%
|
|
|
7022
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$132M
|
+$20.3M
|
+18%
|
10%
|
–
|
144
|
23.61%
|
|
|
7023
|
Affinity Investment Advisors
Newport Beach,
California
|
$132M
|
+$9.32M
|
+8%
|
14.6%
|
189%
|
163
|
32.52%
|
|
|
7024
|
Turning Point Benefit Group
Frederick,
Maryland
|
$132M
|
+$25.1M
|
+23%
|
6.85%
|
–
|
80
|
20%
|
|
|
7025
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$132M
|
+$27M
|
+26%
|
11.4%
|
–
|
92
|
14.13%
|
|