|
7026
|
CogentBlue Wealth Advisors
Knoxville,
Tennessee
|
$147M
|
-$2.21K
|
-0%
|
2.65%
|
–
|
82
|
15.85%
|
|
|
7027
|
Oppenheimer & Close
New York
|
$147M
|
-$1.3M
|
-0.9%
|
6.89%
|
145%
|
60
|
13.33%
|
|
|
7028
|
Walnut Level Capital
Denver,
Colorado
|
$147M
|
-$20.4M
|
-12%
|
6.12%
|
–
|
41
|
19.51%
|
|
|
7029
|
Kamunting Street Capital Management
Miami Beach,
Florida
|
$147M
|
+$12.2M
|
+9%
|
2.23%
|
1.88%
|
24
|
54.17%
|
|
|
7030
|
Retirement Planning Group (New York)
Malta,
New York
|
$147M
|
+$12.9M
|
+10%
|
1.79%
|
–
|
91
|
8.79%
|
|
|
7031
|
Custos Family Office
Austin,
Texas
|
$147M
|
-$30.4M
|
-17%
|
1.69%
|
56.2%
|
68
|
16.18%
|
|
|
7032
|
Paladin Wealth
Arden Hills,
Minnesota
|
$146M
|
+$8.57M
|
+6%
|
1.48%
|
–
|
124
|
13.71%
|
|
|
7033
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$146M
|
+$7.14M
|
+5%
|
3.02%
|
–
|
91
|
9.89%
|
|
|
7034
|
Mosaic Financial Group
Chicago,
Illinois
|
$146M
|
+$5.92M
|
+4%
|
3.01%
|
–
|
128
|
8.59%
|
|
|
7035
|
Abbington Investment Group
Westport,
Connecticut
|
$146M
|
+$29.6M
|
+25%
|
10.6%
|
–
|
55
|
23.64%
|
|
|
7036
|
Lighthouse Wealth Management
Ashland,
Ohio
|
$146M
|
+$23.2M
|
+19%
|
1.25%
|
–
|
46
|
10.87%
|
|
|
7037
|
Macroview Investment Management
Bethesda,
Maryland
|
$146M
|
+$12.2M
|
+9%
|
2.57%
|
67.2%
|
102
|
13.73%
|
|
|
7038
|
Elevate Wealth Advisory
Athens,
Georgia
|
$146M
|
+$8.65M
|
+6%
|
2.08%
|
–
|
129
|
11.63%
|
|
|
7039
|
Hemming & Wealth Management
Traverse City,
Michigan
|
$146M
|
–
|
–
|
2.22%
|
–
|
15
|
–
|
|
|
7040
|
Strategic Value Bank Partners
Cleveland,
Ohio
|
$146M
|
+$5.48M
|
+4%
|
8.16%
|
58.2%
|
14
|
14.29%
|
|
|
7041
|
Bitterroot Capital Advisors
Bozeman,
Montana
|
$146M
|
–
|
–
|
1.43%
|
–
|
51
|
–
|
|
|
7042
|
Jordan Park Trust
Portsmouth,
New Hampshire
|
$146M
|
+$43M
|
+42%
|
4.25%
|
–
|
17
|
17.65%
|
|
|
7043
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$146M
|
+$4.13M
|
+3%
|
2.21%
|
–
|
67
|
13.43%
|
|
|
7044
|
Fundamenta Capital
Montevideo,
|
$146M
|
–
|
–
|
36.4%
|
–
|
10
|
–
|
|
|
7045
|
Immersion
Aventura,
Florida
|
$146M
|
-$16M
|
-10%
|
9.21%
|
–
|
9
|
33.33%
|
|
|
7046
|
Nova Wealth Management
Bonita Springs,
Florida
|
$146M
|
+$3.88M
|
+3%
|
1.67%
|
–
|
609
|
8.54%
|
|
|
7047
|
Flavin Financial Services
Melbourne,
Florida
|
$146M
|
+$5.12M
|
+4%
|
1.4%
|
–
|
73
|
9.59%
|
|
|
7048
|
Gibson Wealth Advisors
Tyler,
Texas
|
$146M
|
+$5.26M
|
+4%
|
1.6%
|
–
|
34
|
5.88%
|
|
|
7049
|
CVFG LLC
Shelbyville,
Indiana
|
$146M
|
+$7.41M
|
+5%
|
3.5%
|
–
|
106
|
8.49%
|
|
|
7050
|
Rolek Wealth Management
Berwyn,
Pennsylvania
|
$146M
|
+$12.7M
|
+10%
|
2.08%
|
–
|
21
|
23.81%
|
|