|
7076
|
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
|
$167M
|
-$9.63M
|
-5%
|
34%
|
136%
|
87
|
10.34%
|
|
|
7077
|
Ackerman Asset Management
Rockville,
Maryland
|
$167M
|
+$23.3M
|
+16%
|
14.5%
|
–
|
38
|
7.89%
|
|
|
7078
|
Evergreen Wealth Partners
Kalispell,
Montana
|
$167M
|
+$35.7M
|
+27%
|
8.83%
|
–
|
97
|
21.65%
|
|
|
7079
|
Orca Wealth Management
New Port Richey,
Florida
|
$167M
|
+$26.1M
|
+19%
|
34.3%
|
–
|
86
|
25.58%
|
|
|
7080
|
Lauer Wealth
Valparaiso,
Indiana
|
$167M
|
+$41M
|
+33%
|
12.7%
|
75.5%
|
101
|
59.41%
|
|
|
7081
|
Grand Alliance Asset Management
Central,
Hong Kong
|
$167M
|
+$1.38M
|
+0.8%
|
116%
|
–
|
18
|
44.44%
|
|
|
7082
|
Wright Wealth
Atlanta,
Georgia
|
$167M
|
+$17M
|
+11%
|
9.09%
|
–
|
54
|
5.56%
|
|
|
7083
|
|
$167M
|
-$143M
|
-46%
|
27.4%
|
60.2%
|
80
|
20%
|
|
|
7084
|
Copia Wealth Management
Bend,
Oregon
|
$166M
|
+$21M
|
+14%
|
11.1%
|
–
|
583
|
10.98%
|
|
|
7085
|
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
|
$166M
|
+$17.8M
|
+12%
|
12.1%
|
–
|
62
|
8.06%
|
|
|
7086
|
Harber Asset Management
Asheville,
North Carolina
|
$166M
|
+$10M
|
+6%
|
29.5%
|
63.6%
|
50
|
40%
|
|
|
7087
|
SeaTown Holdings
Singapore
|
$166M
|
+$13.7M
|
+9%
|
35.9%
|
220%
|
19
|
31.58%
|
|
|
7088
|
Silvia McColl Wealth Management
San Diego,
California
|
$166M
|
+$14.4M
|
+9%
|
13.7%
|
76.1%
|
124
|
5.65%
|
|
|
7089
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$166M
|
-$30.4M
|
-15%
|
8.62%
|
44.9%
|
286
|
26.57%
|
|
|
7090
|
Mainstream Capital Management
Los Angeles,
California
|
$166M
|
+$17M
|
+11%
|
17.7%
|
–
|
92
|
6.52%
|
|
|
7091
|
Bitterroot Capital Advisors
Bozeman,
Montana
|
$166M
|
+$1.29M
|
+0.8%
|
8.63%
|
–
|
62
|
17.74%
|
|
|
7092
|
Kurv Investment Management
San Francisco,
California
|
$166M
|
-$7.03M
|
-4%
|
52.3%
|
–
|
76
|
48.68%
|
|
|
7093
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$166M
|
+$3.42M
|
+2%
|
16.1%
|
–
|
139
|
23.02%
|
|
|
7094
|
Shum Financial Group
Alameda,
California
|
$166M
|
+$24.5M
|
+17%
|
15%
|
–
|
110
|
19.09%
|
|
|
7095
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$166M
|
+$24.1M
|
+17%
|
18.6%
|
78.3%
|
90
|
6.67%
|
|
|
7096
|
Zeit Capital
Greenwood Village,
Colorado
|
$166M
|
+$16.5M
|
+11%
|
10.6%
|
51.6%
|
52
|
0%
|
|
|
7097
|
Refined Wealth Management
Salt Lake City,
Utah
|
$166M
|
+$7.27M
|
+5%
|
6.38%
|
76.8%
|
52
|
9.62%
|
|
|
7098
|
Westco Advisory Services
Lynbrook,
New York
|
$166M
|
+$10.2M
|
+7%
|
20.4%
|
–
|
107
|
10.28%
|
|
|
7099
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$166M
|
+$17.6M
|
+12%
|
8.66%
|
36.7%
|
29
|
13.79%
|
|
|
7100
|
Good Steward Wealth Advisors
Clarksville,
Tennessee
|
$166M
|
+$10.1M
|
+6%
|
7.49%
|
–
|
75
|
14.67%
|
|