|
7001
|
Sky-Mountain Capital Management
Ketchum,
Idaho
|
$143M
|
-$7.29M
|
-5%
|
5.01%
|
–
|
39
|
10.26%
|
|
|
7002
|
RMR Capital Management
Tustin,
California
|
$143M
|
+$3.28M
|
+2%
|
5.02%
|
–
|
80
|
8.75%
|
|
|
7003
|
Stillwater Wealth Management Group
Juno Beach,
Florida
|
$143M
|
–
|
–
|
8.65%
|
–
|
76
|
–
|
|
|
7004
|
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
|
$143M
|
+$11.3M
|
+9%
|
6.86%
|
–
|
54
|
7.41%
|
|
|
7005
|
Monetta Financial Services
Wheaton,
Illinois
|
$143M
|
+$5.2M
|
+4%
|
14.2%
|
275%
|
69
|
40.58%
|
|
|
7006
|
Brickwood Asset Management
London,
United Kingdom
|
$143M
|
+$6.71M
|
+5%
|
11.5%
|
–
|
9
|
11.11%
|
|
|
7007
|
Instrumental Wealth
Tampa,
Florida
|
$143M
|
+$16.8M
|
+13%
|
6.99%
|
34.2%
|
74
|
24.32%
|
|
|
7008
|
1858 Wealth Management
Akron,
Ohio
|
$142M
|
+$6.85M
|
+5%
|
8.51%
|
–
|
132
|
25.76%
|
|
|
7009
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$142M
|
+$6.64M
|
+5%
|
5.53%
|
36.7%
|
27
|
11.11%
|
|
|
7010
|
HC Advisors
Sandy Springs,
Georgia
|
$142M
|
+$741K
|
+0.5%
|
6.84%
|
63.5%
|
63
|
7.94%
|
|
|
7011
|
Coastwise Capital Group
La Jolla,
California
|
$142M
|
+$16.5M
|
+13%
|
9.16%
|
88.8%
|
133
|
8.27%
|
|
|
7012
|
Collar Capital Management
Appleton,
Wisconsin
|
$142M
|
+$23.3M
|
+20%
|
12.2%
|
–
|
74
|
13.51%
|
|
|
7013
|
Avant Capital
Lafayette,
Louisiana
|
$142M
|
+$13.2M
|
+10%
|
7.14%
|
–
|
81
|
14.81%
|
|
|
7014
|
Nova Wealth Management
Bonita Springs,
Florida
|
$142M
|
+$5.83M
|
+4%
|
7.96%
|
–
|
770
|
28.18%
|
|
|
7015
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$142M
|
+$8.55M
|
+6%
|
6.19%
|
–
|
64
|
4.69%
|
|
|
7016
|
Bank of Marin
Novato,
California
|
$142M
|
+$9.21M
|
+7%
|
7.26%
|
80.3%
|
134
|
8.96%
|
|
|
7017
|
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
|
$142M
|
+$12.3M
|
+9%
|
10.6%
|
–
|
140
|
9.29%
|
|
|
7018
|
Dale Q Rice Investment Management
Vancouver,
Washington
|
$142M
|
+$21.1M
|
+18%
|
19.1%
|
–
|
69
|
5.8%
|
|
|
7019
|
Safir Wealth Advisors
Greenland,
New Hampshire
|
$142M
|
+$5.27M
|
+4%
|
5.81%
|
46.4%
|
16
|
18.75%
|
|
|
7020
|
|
$141M
|
-$103M
|
-42%
|
10.9%
|
26.2%
|
9
|
44.44%
|
|
|
7021
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$141M
|
+$9.49M
|
+7%
|
7.09%
|
–
|
191
|
6.28%
|
|
|
7022
|
Value Base
Tel Aviv,
Israel
|
$141M
|
-$33.8M
|
-19%
|
14.1%
|
–
|
7
|
0%
|
|
|
7023
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$141M
|
+$11.7M
|
+9%
|
13.8%
|
113%
|
108
|
7.41%
|
|
|
7024
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$141M
|
+$16.9M
|
+14%
|
5.22%
|
36.9%
|
39
|
0%
|
|
|
7025
|
JDH Wealth Management
Santa Rosa,
California
|
$141M
|
+$10.3M
|
+8%
|
7.9%
|
–
|
51
|
3.92%
|
|