|
7126
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$166M
|
+$3.42M
|
+2%
|
16.1%
|
–
|
139
|
23.02%
|
4.4
|
|
|
7127
|
Shum Financial Group
Alameda,
California
|
$166M
|
+$24.5M
|
+17%
|
15%
|
–
|
110
|
19.09%
|
5.5
|
|
|
7128
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
$166M
|
+$24.1M
|
+17%
|
18.6%
|
78.3%
|
90
|
6.67%
|
15
|
|
|
7129
|
Zeit Capital
Greenwood Village,
Colorado
|
$166M
|
+$16.5M
|
+11%
|
10.6%
|
51.6%
|
52
|
0%
|
10.4
|
|
|
7130
|
Refined Wealth Management
Salt Lake City,
Utah
|
$166M
|
+$7.27M
|
+5%
|
6.38%
|
76.8%
|
52
|
9.62%
|
9.1
|
|
|
7131
|
Westco Advisory Services
Lynbrook,
New York
|
$166M
|
+$10.2M
|
+7%
|
20.4%
|
–
|
107
|
10.28%
|
1.8
|
|
|
7132
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$166M
|
+$17.6M
|
+12%
|
8.66%
|
36.7%
|
29
|
13.79%
|
15.9
|
|
|
7133
|
Good Steward Wealth Advisors
Clarksville,
Tennessee
|
$166M
|
+$10.1M
|
+6%
|
7.49%
|
–
|
75
|
14.67%
|
4.1
|
|
|
7134
|
VERITY Wealth Advisors
Sausalito,
United States
|
$166M
|
+$15.8M
|
+11%
|
13.8%
|
59.9%
|
85
|
9.41%
|
18.4
|
|
|
7135
|
TopTier Wealth Management
Muskego,
Wisconsin
|
$166M
|
+$2.88M
|
+2%
|
12%
|
–
|
795
|
83.27%
|
1.9
|
|
|
7136
|
Robert Bosch
Gerlingen Schillerhoehe,
Germany
|
$166M
|
+$5.15M
|
+3%
|
5.73%
|
–
|
3
|
0%
|
4.3
|
|
|
7137
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$165M
|
+$18.8M
|
+13%
|
9.91%
|
60.2%
|
101
|
16.83%
|
11.3
|
|
|
7138
|
OceanIQ Capital
Palo Alto,
California
|
$165M
|
–
|
–
|
12%
|
–
|
110
|
–
|
0
|
|
|
7139
|
Lancaster Investment Management
London,
United Kingdom
|
$165M
|
-$16.3M
|
-9%
|
2.66%
|
18%
|
13
|
53.85%
|
3.5
|
|
|
7140
|
Gratia Capital
Los Angeles,
California
|
$165M
|
-$61.8M
|
-27%
|
12.2%
|
42.4%
|
43
|
48.84%
|
4
|
|
|
7141
|
Copley Financial Group
San Diego,
California
|
$165M
|
-$378K
|
-0.2%
|
7.59%
|
–
|
124
|
12.1%
|
4.5
|
|
|
7142
|
Anchorage Capital Advisors
New York
|
$165M
|
-$213M
|
-56%
|
5.06%
|
–
|
7
|
42.86%
|
4.4
|
|
|
7143
|
Lansing Management
New York
|
$165M
|
+$14.6M
|
+10%
|
13.7%
|
76.9%
|
14
|
7.14%
|
8.5
|
|
|
7144
|
Multicoin Capital Management
Austin,
Texas
|
$165M
|
+$89.2M
|
+117%
|
38.5%
|
–
|
3
|
33.33%
|
1.5
|
|
|
7145
|
Framtiden Holdings Management
Chicago,
Illinois
|
$165M
|
+$62.9M
|
+62%
|
11.4%
|
–
|
6
|
0%
|
2
|
|
|
7146
|
Foresight Global Investors
Purchase,
New York
|
$165M
|
+$10.9M
|
+7%
|
8.94%
|
72.8%
|
33
|
15.15%
|
4.3
|
|
|
7147
|
Hahn Capital Management
Walnut Creek,
California
|
$165M
|
+$5.77M
|
+4%
|
9.86%
|
53.6%
|
32
|
6.25%
|
29
|
|
|
7148
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$165M
|
+$13.4M
|
+9%
|
12.7%
|
–
|
473
|
10.15%
|
2.3
|
|
|
7149
|
Tower Trust & Investment Company
Davenport,
Iowa
|
$165M
|
+$12.4M
|
+8%
|
17.1%
|
–
|
254
|
20.87%
|
3.7
|
|
|
7150
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$165M
|
+$22.5M
|
+16%
|
21.7%
|
92.3%
|
140
|
7.86%
|
13.5
|
|