|
7051
|
JDH Wealth Management
Santa Rosa,
California
|
$146M
|
+$4.98M
|
+4%
|
3.41%
|
–
|
52
|
3.85%
|
|
|
7052
|
Northern Lights Advisors
Seattle,
Washington
|
$146M
|
–
|
–
|
1.78%
|
–
|
54
|
–
|
|
|
7053
|
WinCap Financial
Boston,
Massachusetts
|
$146M
|
+$926K
|
+0.6%
|
3.63%
|
–
|
86
|
5.81%
|
|
|
7054
|
Avant Capital
Lafayette,
Louisiana
|
$146M
|
+$3.52M
|
+2%
|
1.25%
|
–
|
79
|
0%
|
|
|
7055
|
Menard Financial Group
Houston,
Texas
|
$146M
|
-$3.1M
|
-2%
|
0.78%
|
105%
|
88
|
15.91%
|
|
|
7056
|
Koa Wealth Management
Encinitas,
California
|
$146M
|
+$10.8M
|
+8%
|
4.69%
|
–
|
65
|
23.08%
|
|
|
7057
|
Dentgroup
Baton Rouge,
Louisiana
|
$146M
|
-$9.09M
|
-6%
|
1.75%
|
53.6%
|
98
|
9.18%
|
|
|
7058
|
Helios Capital Management
Singapore
|
$146M
|
-$1.86M
|
-1%
|
0.81%
|
–
|
37
|
2.7%
|
|
|
7059
|
Milestones Private Investment Advisors
Fairport,
New York
|
$145M
|
-$976K
|
-0.7%
|
1.95%
|
–
|
123
|
3.25%
|
|
|
7060
|
Davis Capital Management
Jacksonville,
Florida
|
$145M
|
+$1.01M
|
+0.7%
|
2.37%
|
–
|
663
|
16.29%
|
|
|
7061
|
9823 Capital
Dallas,
Texas
|
$145M
|
–
|
–
|
5.84%
|
–
|
59
|
–
|
|
|
7062
|
Clark & Stuart Inc
Portland,
Maine
|
$145M
|
+$5.23M
|
+4%
|
2.63%
|
–
|
55
|
12.73%
|
|
|
7063
|
ES4 LLC
Newport Beach,
California
|
$145M
|
–
|
–
|
2.93%
|
–
|
32
|
–
|
|
|
7064
|
Seek First
Campbell,
California
|
$145M
|
+$6.02M
|
+4%
|
4.98%
|
–
|
61
|
6.56%
|
|
|
7065
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$145M
|
+$3.76M
|
+3%
|
2.63%
|
–
|
192
|
4.17%
|
|
|
7066
|
Seed Wealth Management
Evanston,
Illinois
|
$145M
|
+$202K
|
+0.1%
|
1.27%
|
58.4%
|
119
|
18.49%
|
|
|
7067
|
Penbrook Management
New York
|
$145M
|
+$1.75M
|
+1%
|
5.36%
|
103%
|
109
|
15.6%
|
|
|
7068
|
Ecofi Investissements
Nanterre,
France
|
$145M
|
+$61.7M
|
+74%
|
0.82%
|
–
|
36
|
50%
|
|
|
7069
|
Accordant Advisory Group
Annapolis,
Maryland
|
$145M
|
-$2.08M
|
-1%
|
8.7%
|
–
|
198
|
30.3%
|
|
|
7070
|
Tide Cove Capital Partners
San Diego,
California
|
$145M
|
+$14.9M
|
+11%
|
0.96%
|
–
|
13
|
23.08%
|
|
|
7071
|
Bank of Marin
Novato,
California
|
$145M
|
+$3.05M
|
+2%
|
3.35%
|
67.1%
|
135
|
7.41%
|
|
|
7072
|
Exchange Bank
Santa Rosa,
California
|
$145M
|
+$499K
|
+0.3%
|
3.47%
|
67.1%
|
126
|
5.56%
|
|
|
7073
|
HC Advisors
Sandy Springs,
Georgia
|
$145M
|
+$2.21M
|
+2%
|
2.66%
|
55.2%
|
62
|
4.84%
|
|
|
7074
|
Amara Financial
San Francisco,
California
|
$144M
|
+$8.62M
|
+6%
|
2.66%
|
–
|
48
|
6.25%
|
|
|
7075
|
Compass Planning Associates
Greenfield,
Massachusetts
|
$144M
|
+$35.3M
|
+32%
|
1.25%
|
–
|
31
|
9.68%
|
|