|
7001
|
Niatross Investments
Hong Kong,
|
$158M
|
–
|
–
|
2.72%
|
–
|
1
|
–
|
|
|
7002
|
H. Partners Management
New York
|
$158M
|
-$140M
|
-47%
|
31.3%
|
13.5%
|
3
|
0%
|
|
|
7003
|
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
|
$158M
|
-$1.71M
|
-1%
|
2.55%
|
–
|
85
|
63.53%
|
|
|
7004
|
Lavelle Capital
San Francisco,
California
|
$158M
|
–
|
–
|
0%
|
–
|
89
|
–
|
|
|
7005
|
Clearview Wealth Advisors
Salem,
Oregon
|
$158M
|
+$1.6M
|
+1%
|
1.51%
|
45.2%
|
105
|
4.76%
|
|
|
7006
|
|
$158M
|
+$45.1M
|
+40%
|
39.4%
|
20%
|
14
|
21.43%
|
|
|
7007
|
Vannoy Advisory Group
Austin,
Texas
|
$158M
|
+$4.74M
|
+3%
|
2.51%
|
–
|
30
|
6.67%
|
|
|
7008
|
Boyar Asset Management
New York
|
$158M
|
-$343K
|
-0.2%
|
2.93%
|
75.5%
|
80
|
10%
|
|
|
7009
|
Troluce Capital Advisors
Dorado,
Puerto Rico
|
$158M
|
-$558M
|
-78%
|
0.27%
|
61.1%
|
41
|
82.93%
|
|
|
7010
|
Dean Jacobson Financial Services
Fort Worth,
Texas
|
$158M
|
+$20M
|
+15%
|
1.97%
|
55.7%
|
19
|
21.05%
|
|
|
7011
|
|
$158M
|
-$4.44M
|
-3%
|
3.45%
|
129%
|
24
|
4.17%
|
|
|
7012
|
IMG Wealth Management
Jacksonville,
Florida
|
$157M
|
+$9.64M
|
+7%
|
2.74%
|
–
|
659
|
27.31%
|
|
|
7013
|
PB Investment Partners
Burlingame,
California
|
$157M
|
+$10.2M
|
+7%
|
7.66%
|
81.1%
|
9
|
11.11%
|
|
|
7014
|
Heritage Wealth Management (California)
San Diego,
California
|
$157M
|
+$8.12M
|
+5%
|
1.7%
|
–
|
99
|
17.17%
|
|
|
7015
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$157M
|
+$3.97M
|
+3%
|
2.77%
|
80.2%
|
100
|
5%
|
|
|
7016
|
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
|
$157M
|
+$1.72M
|
+1%
|
0.13%
|
–
|
139
|
7.91%
|
|
|
7017
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
$157M
|
–
|
–
|
0.82%
|
–
|
942
|
–
|
|
|
7018
|
Richmond Brothers
Jackson,
Michigan
|
$157M
|
-$1.27M
|
-0.8%
|
1.4%
|
77.2%
|
36
|
5.56%
|
|
|
7019
|
Emory University
Atlanta,
Georgia
|
$157M
|
+$10.8K
|
+0%
|
1.52%
|
–
|
7
|
0%
|
|
|
7020
|
FWG Investments
Lexington,
Kentucky
|
$157M
|
+$11.2M
|
+8%
|
1.99%
|
–
|
118
|
17.8%
|
|
|
7021
|
Redwood Financial Network
Solon,
Ohio
|
$157M
|
-$1.07M
|
-0.7%
|
1.77%
|
74.1%
|
188
|
11.7%
|
|
|
7022
|
Parsonex Advisory Services
Englewood,
Colorado
|
$157M
|
+$9.93M
|
+7%
|
4.94%
|
–
|
105
|
10.48%
|
|
|
7023
|
LFG Wealth Partners
Elizabethtown,
Kentucky
|
$157M
|
–
|
–
|
5.22%
|
–
|
81
|
–
|
|
|
7024
|
RiverTree Advisors
Winter Park,
Florida
|
$157M
|
+$851K
|
+0.5%
|
0.46%
|
25.4%
|
66
|
24.24%
|
|
|
7025
|
Atala Financial
Calabasas,
California
|
$157M
|
-$2.91M
|
-2%
|
3.25%
|
–
|
132
|
10.61%
|
|