|
7001
|
Latash Investments
Anchorage,
Alaska
|
$129M
|
+$8.26M
|
+7%
|
11.4%
|
126%
|
18
|
5.56%
|
|
|
7002
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$129M
|
+$1.58M
|
+1%
|
6.06%
|
109%
|
111
|
13.51%
|
|
|
7003
|
Littlejohn Financial Services
Roseburg,
Oregon
|
$129M
|
+$2.84M
|
+2%
|
6.4%
|
–
|
71
|
29.58%
|
|
|
7004
|
Dean Jacobson Financial Services
Fort Worth,
Texas
|
$129M
|
-$714K
|
-0.5%
|
6.01%
|
44.2%
|
16
|
37.5%
|
|
|
7005
|
Gladwyn Financial Advisors
Chantilly,
Virginia
|
$129M
|
–
|
–
|
6.51%
|
–
|
82
|
–
|
|
|
7006
|
IMG Wealth Management
Jacksonville,
Florida
|
$129M
|
+$17.7M
|
+16%
|
8.76%
|
–
|
517
|
50.1%
|
|
|
7007
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$129M
|
+$7.57M
|
+6%
|
6.92%
|
–
|
118
|
19.49%
|
|
|
7008
|
Avant Capital
Lafayette,
Louisiana
|
$129M
|
+$8.67M
|
+7%
|
5.93%
|
–
|
71
|
7.04%
|
|
|
7009
|
Cypress Advisory Group
Scottsdale,
Arizona
|
$129M
|
+$19.2M
|
+18%
|
4.24%
|
–
|
68
|
11.76%
|
|
|
7010
|
CPR Investments
Rochester,
Michigan
|
$129M
|
+$16.1M
|
+14%
|
10.3%
|
79.3%
|
51
|
39.22%
|
|
|
7011
|
Davies Financial Advisors
Murrieta,
California
|
$129M
|
+$11.5M
|
+10%
|
11.5%
|
–
|
79
|
21.52%
|
|
|
7012
|
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
|
$129M
|
+$11.4M
|
+10%
|
5.32%
|
–
|
12
|
0%
|
|
|
7013
|
DMC Group
Birmingham,
Alabama
|
$129M
|
+$5.87M
|
+5%
|
9.05%
|
67%
|
139
|
18.71%
|
|
|
7014
|
Paladin Wealth
Arden Hills,
Minnesota
|
$129M
|
+$17.3M
|
+16%
|
9.51%
|
–
|
115
|
20%
|
|
|
7015
|
Visa Foundation
San Francisco,
California
|
$129M
|
-$4.27M
|
-3%
|
11.9%
|
37.7%
|
1
|
0%
|
|
|
7016
|
Marest Capital
Tarzana,
California
|
$129M
|
+$8.15M
|
+7%
|
12.3%
|
–
|
30
|
56.67%
|
|
|
7017
|
7G Capital Management
New York
|
$129M
|
+$11.8M
|
+10%
|
13%
|
128%
|
8
|
12.5%
|
|
|
7018
|
Delos Wealth Advisors
Dallas,
Texas
|
$128M
|
+$2.11M
|
+2%
|
6.3%
|
46.2%
|
262
|
79.01%
|
|
|
7019
|
Dahring Cusmano
Novi,
Michigan
|
$128M
|
+$12.2M
|
+11%
|
8.09%
|
–
|
56
|
3.57%
|
|
|
7020
|
Disciplined Investors
Waco,
Texas
|
$128M
|
+$17.5M
|
+16%
|
11%
|
–
|
123
|
8.13%
|
|
|
7021
|
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
$128M
|
+$1.24M
|
+1%
|
4.33%
|
–
|
85
|
32.94%
|
|
|
7022
|
U.S. Wealth Group
Woodbury,
New York
|
$128M
|
+$2.07M
|
+2%
|
10.2%
|
–
|
42
|
7.14%
|
|
|
7023
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$128M
|
+$15.8M
|
+14%
|
12.6%
|
–
|
101
|
20.79%
|
|
|
7024
|
Strategent Financial
Harrisonburg,
Virginia
|
$128M
|
+$17.7M
|
+16%
|
7.9%
|
–
|
35
|
5.71%
|
|
|
7025
|
TFJ Management
Somerville,
Massachusetts
|
$128M
|
+$22.5M
|
+21%
|
20.3%
|
–
|
14
|
14.29%
|
|