|
7051
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$150M
|
+$6.97M
|
+5%
|
0.17%
|
–
|
143
|
22.38%
|
|
|
7052
|
Floyd Financial Group
Springfield,
Missouri
|
$150M
|
+$2.2M
|
+1%
|
1.31%
|
–
|
71
|
7.04%
|
|
|
7053
|
Phil A. Younker & Associates
Fairbanks,
Alaska
|
$150M
|
+$6.55M
|
+5%
|
0.13%
|
–
|
39
|
15.38%
|
|
|
7054
|
Thompson Davis & Co
Richmond,
Virginia
|
$150M
|
-$17.1M
|
-10%
|
0.32%
|
188%
|
186
|
39.78%
|
|
|
7055
|
CPR Investments
Rochester,
Michigan
|
$150M
|
+$896K
|
+0.6%
|
1.64%
|
79.3%
|
70
|
60%
|
|
|
7056
|
Piedmont Capital Management (North Carolina)
Greensboro,
North Carolina
|
$150M
|
-$2.25M
|
-1%
|
2.05%
|
–
|
124
|
11.29%
|
|
|
7057
|
Lakeside Advisors
Seattle,
Washington
|
$150M
|
-$6.53M
|
-4%
|
2.34%
|
63.2%
|
66
|
7.58%
|
|
|
7058
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$150M
|
+$3.85M
|
+3%
|
0.69%
|
–
|
64
|
3.13%
|
|
|
7059
|
Evansbrook
Bolingbrook,
Illinois
|
$150M
|
+$272K
|
+0.2%
|
1.2%
|
–
|
125
|
16%
|
|
|
7060
|
VERITY Wealth Advisors
Sausalito,
United States
|
$150M
|
-$11.4M
|
-7%
|
1.88%
|
59.9%
|
85
|
8.24%
|
|
|
7061
|
Thryve Wealth Management
Irving,
Texas
|
$150M
|
-$52.4M
|
-26%
|
2.92%
|
–
|
95
|
55.79%
|
|
|
7062
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$150M
|
+$1.29M
|
+0.9%
|
0.46%
|
–
|
142
|
21.83%
|
|
|
7063
|
J.E. Simmons & Co
Dallas,
Texas
|
$150M
|
-$4.75M
|
-3%
|
2.72%
|
–
|
72
|
13.89%
|
|
|
7064
|
Wright Wealth
Atlanta,
Georgia
|
$149M
|
-$3.92M
|
-3%
|
1.86%
|
–
|
64
|
25%
|
|
|
7065
|
L1 Global Manager
Melbourne,
|
$149M
|
-$3.38M
|
-2%
|
0.22%
|
–
|
149
|
58.39%
|
|
|
7066
|
Zeit Capital
Greenwood Village,
Colorado
|
$149M
|
+$1.26M
|
+0.9%
|
0.24%
|
51.6%
|
52
|
48.08%
|
|
|
7067
|
HC Advisors
Sandy Springs,
Georgia
|
$149M
|
+$4.87M
|
+3%
|
0.65%
|
63.5%
|
62
|
6.45%
|
|
|
7068
|
Community Bank of Raymore
Raymore,
Missouri
|
$149M
|
+$2.3M
|
+2%
|
3.8%
|
89.6%
|
75
|
2.67%
|
|
|
7069
|
Gibson Wealth Advisors
Tyler,
Texas
|
$149M
|
+$3.33M
|
+2%
|
0.63%
|
–
|
37
|
8.11%
|
|
|
7070
|
Sagace Wealth Management
St. Petersburg,
Florida
|
$149M
|
+$1.75M
|
+1%
|
0.11%
|
–
|
76
|
19.74%
|
|
|
7071
|
Alpha Wealth Funds
Park City,
Utah
|
$149M
|
-$12.6M
|
-8%
|
0.5%
|
–
|
62
|
51.61%
|
|
|
7072
|
Valley Brook Capital Group
Venetia,
Pennsylvania
|
$149M
|
-$1.96M
|
-1%
|
1.54%
|
106%
|
123
|
11.38%
|
|
|
7073
|
Forthright Family Wealth Advisory
Houston,
Texas
|
$149M
|
-$9.99M
|
-6%
|
2.33%
|
–
|
78
|
58.97%
|
|
|
7074
|
Rainier Family Wealth
Tacoma,
Washington
|
$149M
|
+$16.4M
|
+12%
|
1.09%
|
–
|
104
|
23.08%
|
|
|
7075
|
Mainstream Capital Management
Los Angeles,
California
|
$149M
|
-$3.69M
|
-2%
|
2.61%
|
–
|
93
|
10.75%
|
|