|
7026
|
Columbia Advisory Partners
Spokane,
Washington
|
$132M
|
+$16.8M
|
+15%
|
7.25%
|
69.7%
|
84
|
19.05%
|
1.5
|
|
|
7027
|
Riverbend Wealth Management
Myrtle Beach,
South Carolina
|
$132M
|
+$20.3M
|
+18%
|
10%
|
–
|
144
|
23.61%
|
0.4
|
|
|
7028
|
Affinity Investment Advisors
Newport Beach,
California
|
$132M
|
+$9.32M
|
+8%
|
14.6%
|
189%
|
163
|
32.52%
|
3.3
|
|
|
7029
|
Turning Point Benefit Group
Frederick,
Maryland
|
$132M
|
+$25.1M
|
+23%
|
6.85%
|
–
|
80
|
20%
|
0.4
|
|
|
7030
|
Sunbeam Capital Management
Atlanta,
Georgia
|
$132M
|
+$27M
|
+26%
|
11.4%
|
–
|
92
|
14.13%
|
0.4
|
|
|
7031
|
Commons Capital
Needham,
Massachusetts
|
$132M
|
+$23M
|
+21%
|
18.5%
|
137%
|
123
|
30.89%
|
1.3
|
|
|
7032
|
North Dallas Bank & Trust
Dallas,
Texas
|
$132M
|
–
|
–
|
9.18%
|
–
|
99
|
–
|
0
|
|
|
7033
|
Bruce G. Allen Investments
Denver,
Colorado
|
$132M
|
+$5.62M
|
+4%
|
5.09%
|
–
|
1,147
|
11.07%
|
1.3
|
|
|
7034
|
Pine Brook Road Advisors
Bedford,
New York
|
$132M
|
+$4.21M
|
+3%
|
3.39%
|
–
|
2
|
0%
|
1.5
|
|
|
7035
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$132M
|
+$5.97M
|
+5%
|
8.41%
|
92.3%
|
125
|
3.2%
|
2.9
|
|
|
7036
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$132M
|
+$7.96M
|
+6%
|
4.9%
|
–
|
189
|
7.94%
|
0.5
|
|
|
7037
|
|
$132M
|
+$15.1M
|
+13%
|
10.2%
|
–
|
20
|
0%
|
0.5
|
|
|
7038
|
Tradewinds LLC
Raleigh,
North Carolina
|
$132M
|
-$223M
|
-63%
|
7.3%
|
–
|
273
|
92.67%
|
0.3
|
|
|
7039
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
$132M
|
+$15M
|
+13%
|
7.3%
|
–
|
86
|
9.3%
|
0.9
|
|
|
7040
|
Catalys Pacific
Tokyo,
Japan
|
$132M
|
-$17M
|
-11%
|
9.04%
|
–
|
2
|
0%
|
1.5
|
|
|
7041
|
Catherine Avery Investment Management
Longboat Key,
Florida
|
$132M
|
+$20M
|
+18%
|
9.75%
|
–
|
176
|
14.2%
|
0.4
|
|
|
7042
|
Opinicus Capital
Tampa,
Florida
|
$132M
|
+$18.5M
|
+16%
|
13.1%
|
–
|
108
|
11.11%
|
1.2
|
|
|
7043
|
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
|
$132M
|
+$13.5M
|
+11%
|
8.01%
|
–
|
51
|
7.84%
|
0.4
|
|
|
7044
|
FWG Investments
Lexington,
Kentucky
|
$132M
|
+$46.3M
|
+54%
|
8.97%
|
–
|
111
|
59.46%
|
0.5
|
|
|
7045
|
Blantyre Capital
London,
United Kingdom
|
$132M
|
-$27M
|
-17%
|
17%
|
–
|
1
|
0%
|
1.5
|
|
|
7046
|
Moon Capital Management
New York
|
$132M
|
+$5.28M
|
+4%
|
8.39%
|
76.3%
|
17
|
52.94%
|
3.4
|
|
|
7047
|
AtlasMark Financial
Austin,
Texas
|
$131M
|
+$23.7M
|
+22%
|
9.44%
|
–
|
39
|
0%
|
4.4
|
|
|
7048
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$131M
|
+$5.73M
|
+5%
|
4.43%
|
39.7%
|
76
|
14.47%
|
2.8
|
|
|
7049
|
Diamant Asset Management
Ridgefield,
Connecticut
|
$131M
|
-$453K
|
-0.3%
|
3.26%
|
66.9%
|
74
|
6.76%
|
5.7
|
|
|
7050
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$131M
|
+$15.1M
|
+13%
|
5.28%
|
–
|
101
|
8.91%
|
1.9
|
|