|
7151
|
Macroview Investment Management
Bethesda,
Maryland
|
$134M
|
+$11.2M
|
+9%
|
8.23%
|
67.2%
|
101
|
14.85%
|
|
|
7152
|
Shum Financial Group
Alameda,
California
|
$134M
|
–
|
–
|
7.56%
|
–
|
94
|
–
|
|
|
7153
|
Gallo Partners
Bloomfield,
New Jersey
|
$134M
|
-$18.9M
|
-12%
|
15.4%
|
–
|
83
|
79.52%
|
|
|
7154
|
Cooksen Wealth
The Woodlands,
Texas
|
$134M
|
+$9.5M
|
+8%
|
6.93%
|
–
|
90
|
50%
|
|
|
7155
|
Arbor Wealth Advisors
Troy,
Michigan
|
$134M
|
+$10.7M
|
+9%
|
7.8%
|
–
|
56
|
5.36%
|
|
|
7156
|
Mendota Financial Group
Madison,
Wisconsin
|
$134M
|
+$28.2M
|
+27%
|
4.33%
|
53.8%
|
118
|
20.34%
|
|
|
7157
|
Corient IA
Miami,
Florida
|
$134M
|
-$35.9M
|
-21%
|
7.95%
|
–
|
327
|
33.33%
|
|
|
7158
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$134M
|
+$9.85M
|
+8%
|
8.04%
|
–
|
128
|
5.47%
|
|
|
7159
|
Trace Wealth Advisors
Los Angeles,
California
|
$134M
|
+$11.4M
|
+9%
|
8.07%
|
–
|
68
|
16.18%
|
|
|
7160
|
Navis Wealth Advisors
Rye Brook,
New York
|
$134M
|
+$15M
|
+13%
|
9.32%
|
107%
|
131
|
17.56%
|
|
|
7161
|
Retirement Planning Group (New York)
Malta,
New York
|
$134M
|
+$19.9M
|
+17%
|
6.7%
|
–
|
90
|
17.78%
|
|
|
7162
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$134M
|
+$2.57M
|
+2%
|
5.07%
|
69.4%
|
72
|
1.39%
|
|
|
7163
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
$134M
|
+$12.6M
|
+10%
|
8.73%
|
–
|
177
|
35.03%
|
|
|
7164
|
Axos Invest
Las Vegas,
Nevada
|
$134M
|
+$1.05M
|
+0.8%
|
5.8%
|
–
|
25
|
24%
|
|
|
7165
|
TME Financial
Huntington Beach,
California
|
$133M
|
+$9.83M
|
+8%
|
5.61%
|
–
|
76
|
3.95%
|
|
|
7166
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$133M
|
+$5.19M
|
+4%
|
8.6%
|
–
|
100
|
18%
|
|
|
7167
|
Anson Capital
Tyrone,
Georgia
|
$133M
|
+$9.26M
|
+7%
|
5.87%
|
45.8%
|
83
|
9.64%
|
|
|
7168
|
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
|
$133M
|
+$11M
|
+9%
|
8.67%
|
–
|
32
|
12.5%
|
|
|
7169
|
Rolek Wealth Management
Berwyn,
Pennsylvania
|
$133M
|
+$17.6M
|
+15%
|
8.65%
|
–
|
16
|
0%
|
|
|
7170
|
Barington Capital Group
New York
|
$133M
|
+$25.7M
|
+24%
|
27.6%
|
71.1%
|
13
|
46.15%
|
|
|
7171
|
Ridgeline Wealth Planning
Centerville,
Ohio
|
$133M
|
+$11.7M
|
+10%
|
6.22%
|
–
|
42
|
11.9%
|
|
|
7172
|
Alpha Advisors
Richmond,
Virginia
|
$133M
|
+$16.3M
|
+14%
|
7.93%
|
–
|
50
|
20%
|
|
|
7173
|
Virtus Fixed Income Advisers
Hartford,
Connecticut
|
$133M
|
+$22.9M
|
+21%
|
0.58%
|
–
|
28
|
25%
|
|
|
7174
|
Collier Financial
Denver,
Colorado
|
$133M
|
–
|
–
|
4.7%
|
–
|
131
|
–
|
|
|
7175
|
J2 Capital Management
Troy,
Michigan
|
$133M
|
+$7.44M
|
+6%
|
6.39%
|
–
|
133
|
20.3%
|
|