|
7101
|
UG Investment Advisers
Taipei,
Taiwan
|
$148M
|
-$286M
|
-66%
|
4.74%
|
172%
|
15
|
26.67%
|
|
|
7102
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$148M
|
-$3.04M
|
-2%
|
1.26%
|
43.5%
|
76
|
21.05%
|
|
|
7103
|
Jacksonville Wealth Management
Jacksonville,
Florida
|
$148M
|
+$6.83M
|
+5%
|
3.07%
|
–
|
79
|
20.25%
|
|
|
7104
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$148M
|
+$6.41M
|
+5%
|
1.91%
|
36.7%
|
31
|
25.81%
|
|
|
7105
|
Foundation Wealth Management (Missouri)
Clayton,
Missouri
|
$148M
|
-$3.91M
|
-3%
|
2.92%
|
64%
|
45
|
11.11%
|
|
|
7106
|
DMC Group
Birmingham,
Alabama
|
$148M
|
-$1.9M
|
-1%
|
0.42%
|
99.2%
|
158
|
18.99%
|
|
|
7107
|
|
$148M
|
-$21.6M
|
-13%
|
2.17%
|
6.42%
|
615
|
77.72%
|
|
|
7108
|
Orleans Capital Management
Mandeville,
Louisiana
|
$148M
|
-$13.1M
|
-8%
|
1.78%
|
94.6%
|
128
|
22.66%
|
|
|
7109
|
SLT Holdings
Scottsdale,
Arizona
|
$148M
|
-$7.61M
|
-5%
|
5.94%
|
–
|
164
|
31.71%
|
|
|
7110
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$148M
|
-$2.19M
|
-1%
|
4.32%
|
68.9%
|
675
|
6.67%
|
|
|
7111
|
Cannon Wealth Management Services
Winston Salem,
North Carolina
|
$148M
|
+$6.17M
|
+4%
|
1.37%
|
–
|
89
|
11.24%
|
|
|
7112
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$148M
|
+$1.38M
|
+0.9%
|
1.18%
|
–
|
86
|
4.65%
|
|
|
7113
|
North Dallas Bank & Trust
Dallas,
Texas
|
$148M
|
-$5.56M
|
-4%
|
1.37%
|
–
|
113
|
7.08%
|
|
|
7114
|
Northern Lights Advisors
Seattle,
Washington
|
$148M
|
+$1.85M
|
+1%
|
2.95%
|
–
|
57
|
5.26%
|
|
|
7115
|
Davis Capital Management
Jacksonville,
Florida
|
$148M
|
+$2.25M
|
+2%
|
1%
|
–
|
648
|
16.2%
|
|
|
7116
|
Wynnefield Capital
New York
|
$148M
|
-$30.3M
|
-17%
|
7.54%
|
52.1%
|
12
|
25%
|
|
|
7117
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$147M
|
+$4.7M
|
+3%
|
0.36%
|
–
|
65
|
6.15%
|
|
|
7118
|
JP Wealth Management
Mt. Pleasant,
South Carolina
|
$147M
|
+$6M
|
+4%
|
3.49%
|
–
|
16
|
12.5%
|
|
|
7119
|
Campion Asset Management
Falls Church,
Virginia
|
$147M
|
+$3.4M
|
+2%
|
2.22%
|
70.2%
|
83
|
4.82%
|
|
|
7120
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$147M
|
-$4.97M
|
-3%
|
0.56%
|
37.9%
|
57
|
17.54%
|
|
|
7121
|
Entruity Wealth
Bakersfield,
California
|
$147M
|
+$7.03M
|
+5%
|
2.4%
|
–
|
47
|
6.38%
|
|
|
7122
|
Processus Wealth & Capital Management
Brentwood,
Tennessee
|
$147M
|
-$4.4M
|
-3%
|
1.92%
|
–
|
36
|
5.56%
|
|
|
7123
|
Strategent Financial
Harrisonburg,
Virginia
|
$147M
|
-$10.8M
|
-7%
|
1.53%
|
–
|
41
|
2.44%
|
|
|
7124
|
Brian Low Financial Group
Baton Rouge,
Louisiana
|
$147M
|
+$6.06M
|
+4%
|
0.65%
|
–
|
128
|
18.75%
|
|
|
7125
|
Lighthouse Wealth Management
Ashland,
Ohio
|
$147M
|
+$801K
|
+0.5%
|
0.43%
|
–
|
45
|
8.89%
|
|