|
7101
|
Lummis Asset Management
Fort Worth,
Texas
|
$167M
|
-$96.9K
|
-0.1%
|
3.72%
|
–
|
232
|
22.84%
|
5.9
|
|
|
7102
|
GEN Financial Management
Plymouth,
Minnesota
|
$167M
|
+$5.6M
|
+3%
|
9.15%
|
–
|
57
|
35.09%
|
4.1
|
|
|
7103
|
Amara Financial
San Francisco,
California
|
$167M
|
+$22M
|
+15%
|
12.3%
|
–
|
48
|
6.25%
|
5.8
|
|
|
7104
|
Silver Oak Wealth Advisors Services
Los Angeles,
California
|
$167M
|
+$13.1M
|
+8%
|
9.18%
|
–
|
42
|
11.9%
|
4.9
|
|
|
7105
|
U.S. Wealth Group
Woodbury,
New York
|
$167M
|
+$19.1M
|
+13%
|
6.73%
|
–
|
49
|
20.41%
|
4.7
|
|
|
7106
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$167M
|
+$19.1M
|
+13%
|
11.1%
|
–
|
101
|
19.8%
|
7.1
|
|
|
7107
|
Custos Family Office
Austin,
Texas
|
$167M
|
+$22.3M
|
+15%
|
13.8%
|
57.4%
|
72
|
15.28%
|
8.5
|
|
|
7108
|
Strong Retirement Solutions
Silverdale,
Washington
|
$167M
|
+$24.1M
|
+17%
|
18.8%
|
–
|
89
|
11.24%
|
1.8
|
|
|
7109
|
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
|
$167M
|
-$9.63M
|
-5%
|
34%
|
136%
|
87
|
10.34%
|
8.9
|
|
|
7110
|
Ackerman Asset Management
Rockville,
Maryland
|
$167M
|
+$23.3M
|
+16%
|
14.5%
|
–
|
38
|
7.89%
|
3.6
|
|
|
7111
|
Evergreen Wealth Partners
Kalispell,
Montana
|
$167M
|
+$35.7M
|
+27%
|
8.83%
|
–
|
97
|
21.65%
|
1.6
|
|
|
7112
|
Orca Wealth Management
New Port Richey,
Florida
|
$167M
|
+$26.1M
|
+19%
|
34.3%
|
–
|
86
|
25.58%
|
4.2
|
|
|
7113
|
Lauer Wealth
Valparaiso,
Indiana
|
$167M
|
+$41M
|
+33%
|
12.7%
|
89.4%
|
101
|
59.41%
|
3.3
|
|
|
7114
|
Grand Alliance Asset Management
Central,
Hong Kong
|
$167M
|
+$1.38M
|
+0.8%
|
116%
|
–
|
18
|
44.44%
|
1.9
|
|
|
7115
|
Wright Wealth
Atlanta,
Georgia
|
$167M
|
+$17M
|
+11%
|
9.09%
|
–
|
54
|
5.56%
|
1.8
|
|
|
7116
|
|
$167M
|
-$143M
|
-46%
|
27.4%
|
60.2%
|
80
|
20%
|
15.7
|
|
|
7117
|
Copia Wealth Management
Bend,
Oregon
|
$166M
|
+$21M
|
+14%
|
11.1%
|
–
|
583
|
10.98%
|
4.6
|
|
|
7118
|
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
|
$166M
|
+$17.8M
|
+12%
|
12.1%
|
–
|
62
|
8.06%
|
4.8
|
|
|
7119
|
Harber Asset Management
Asheville,
North Carolina
|
$166M
|
+$10M
|
+6%
|
29.5%
|
63.6%
|
50
|
40%
|
3.9
|
|
|
7120
|
SeaTown Holdings
Singapore
|
$166M
|
+$13.7M
|
+9%
|
35.9%
|
220%
|
19
|
31.58%
|
5.5
|
|
|
7121
|
Silvia McColl Wealth Management
San Diego,
California
|
$166M
|
+$14.4M
|
+9%
|
13.7%
|
82.7%
|
124
|
5.65%
|
11
|
|
|
7122
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$166M
|
-$30.4M
|
-15%
|
8.62%
|
44.9%
|
286
|
26.57%
|
8.8
|
|
|
7123
|
Mainstream Capital Management
Los Angeles,
California
|
$166M
|
+$17M
|
+11%
|
17.7%
|
–
|
92
|
6.52%
|
5.7
|
|
|
7124
|
Bitterroot Capital Advisors
Bozeman,
Montana
|
$166M
|
+$1.29M
|
+0.8%
|
8.63%
|
–
|
62
|
17.74%
|
1.9
|
|
|
7125
|
Kurv Investment Management
San Francisco,
California
|
$166M
|
-$7.03M
|
-4%
|
52.3%
|
–
|
76
|
48.68%
|
1.4
|
|