|
7026
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$156M
|
+$1.58M
|
+1%
|
1.74%
|
55.7%
|
413
|
47.22%
|
|
|
7027
|
Stonekeep Investments
Sante Fe,
New Mexico
|
$156M
|
-$1.43M
|
-0.9%
|
0.78%
|
–
|
66
|
9.09%
|
|
|
7028
|
Lakeside Advisors
Seattle,
Washington
|
$156M
|
-$1.69M
|
-1%
|
1.04%
|
63.2%
|
65
|
7.69%
|
|
|
7029
|
Avory & Company
Miami,
Florida
|
$156M
|
-$9.73M
|
-6%
|
0.85%
|
61.6%
|
45
|
33.33%
|
|
|
7030
|
LifeSteps Financial
Claremont,
California
|
$156M
|
+$570K
|
+0.4%
|
2.01%
|
88%
|
91
|
3.3%
|
|
|
7031
|
Invariant Investment Management
Camp Hill,
Pennsylvania
|
$156M
|
–
|
–
|
1.74%
|
–
|
71
|
–
|
|
|
7032
|
Cultivar Capital
Denton,
Texas
|
$156M
|
+$6.26M
|
+4%
|
2.13%
|
–
|
47
|
21.28%
|
|
|
7033
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$156M
|
+$9.65M
|
+7%
|
1.48%
|
–
|
239
|
66.95%
|
|
|
7034
|
Schulz Wealth
Mansfield,
Texas
|
$156M
|
+$4.81M
|
+3%
|
2.33%
|
–
|
65
|
6.15%
|
|
|
7035
|
Palouse Capital Management
Spokane,
Washington
|
$156M
|
-$1.17M
|
-0.7%
|
3.54%
|
67.8%
|
164
|
19.51%
|
|
|
7036
|
Grantvest Financial Group
Matawan,
New Jersey
|
$156M
|
+$11.2M
|
+8%
|
1.38%
|
–
|
168
|
11.31%
|
|
|
7037
|
SFI Advisors
Montclair,
New Jersey
|
$156M
|
-$996K
|
-0.6%
|
1.98%
|
82.9%
|
69
|
14.49%
|
|
|
7038
|
Five Pine Wealth Management
Coeur D Alene,
Idaho
|
$156M
|
+$7.97M
|
+5%
|
1.38%
|
–
|
42
|
0%
|
|
|
7039
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$156M
|
+$2.19M
|
+1%
|
2.62%
|
52.4%
|
93
|
12.9%
|
|
|
7040
|
Code Waechter
Tampa,
Florida
|
$156M
|
+$2.51M
|
+2%
|
1.94%
|
–
|
119
|
15.13%
|
|
|
7041
|
Whipplewood Advisors
Littleton,
Colorado
|
$156M
|
+$3.6M
|
+2%
|
0.73%
|
–
|
509
|
43.61%
|
|
|
7042
|
Sippican Capital Advisors
Boston,
Massachusetts
|
$156M
|
+$4.36M
|
+3%
|
4.49%
|
90.1%
|
117
|
5.98%
|
|
|
7043
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$156M
|
+$2.85M
|
+2%
|
1.79%
|
72.8%
|
154
|
7.14%
|
|
|
7044
|
Bridger Management
New York
|
$156M
|
-$30.1M
|
-16%
|
8.05%
|
103%
|
35
|
51.43%
|
|
|
7045
|
SLT Holdings
Scottsdale,
Arizona
|
$155M
|
+$806K
|
+0.5%
|
2.51%
|
–
|
173
|
38.73%
|
|
|
7046
|
DBA Trading
Fort Lauderdale,
Florida
|
$155M
|
–
|
–
|
12.5%
|
–
|
39
|
–
|
|
|
7047
|
Ball & Co Wealth Management
Franklin,
Tennessee
|
$155M
|
+$5.01M
|
+3%
|
5.06%
|
–
|
92
|
21.74%
|
|
|
7048
|
BNB Wealth Management
Silver Spring,
Maryland
|
$155M
|
–
|
–
|
3.35%
|
–
|
88
|
–
|
|
|
7049
|
Silver Oak Wealth Advisors Services
Los Angeles,
California
|
$155M
|
+$3.28M
|
+2%
|
1.13%
|
–
|
37
|
2.7%
|
|
|
7050
|
AtlasMark Financial
Austin,
Texas
|
$155M
|
+$5.23M
|
+3%
|
2.1%
|
–
|
47
|
8.51%
|
|