|
7201
|
Langdon Equity Partners
Toronto,
|
$134M
|
-$60.7M
|
-31%
|
20.3%
|
–
|
14
|
28.57%
|
|
|
7202
|
RF&L Wealth Management
Acton,
Massachusetts
|
$134M
|
-$44.9M
|
-25%
|
0.43%
|
69.9%
|
62
|
16.13%
|
|
|
7203
|
Shepherd Wealth Management
Cincinnati,
Ohio
|
$134M
|
-$10.3M
|
-7%
|
3.08%
|
–
|
62
|
45.16%
|
|
|
7204
|
PW Advisors
Tallahassee,
Florida
|
$133M
|
+$8.92M
|
+7%
|
1.47%
|
–
|
40
|
27.5%
|
|
|
7205
|
Trace Wealth Advisors
Los Angeles,
California
|
$133M
|
-$4.98M
|
-4%
|
1.28%
|
–
|
75
|
18.67%
|
|
|
7206
|
Financial Planning Fort Collins
Fort Collins,
Colorado
|
$133M
|
+$19.5M
|
+17%
|
1.9%
|
–
|
34
|
14.71%
|
|
|
7207
|
Outbound Financial Inc
Boulder,
Colorado
|
$133M
|
+$4.95M
|
+4%
|
0.63%
|
–
|
43
|
6.98%
|
|
|
7208
|
Williamson Legacy Group
Carmel,
Indiana
|
$133M
|
+$5.44M
|
+4%
|
38%
|
–
|
111
|
44.14%
|
|
|
7209
|
Brickwood Asset Management
London,
United Kingdom
|
$133M
|
-$10.5M
|
-7%
|
10.5%
|
–
|
10
|
20%
|
|
|
7210
|
Tenzing Financial
Williamsburg,
Virginia
|
$133M
|
+$10M
|
+8%
|
0.42%
|
–
|
74
|
13.51%
|
|
|
7211
|
Littlejohn Financial Services
Roseburg,
Oregon
|
$133M
|
-$2.61M
|
-2%
|
1.55%
|
–
|
68
|
25%
|
|
|
7212
|
Synergy Financial Group
San Ramon,
California
|
$133M
|
-$9.21M
|
-6%
|
9.2%
|
126%
|
137
|
26.28%
|
|
|
7213
|
Fiduciary Advisors Inc
St. Louis,
Missouri
|
$133M
|
+$1.63M
|
+1%
|
0.23%
|
–
|
125
|
3.2%
|
|
|
7214
|
Strategic Value Partners
Greenwich,
Connecticut
|
$133M
|
-$75.4M
|
-36%
|
36.2%
|
–
|
1
|
0%
|
|
|
7215
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$133M
|
+$8.27M
|
+7%
|
1.83%
|
70%
|
227
|
24.67%
|
|
|
7216
|
Bonfire Financial
Colorado Springs,
Colorado
|
$133M
|
-$1.04M
|
-0.8%
|
2.7%
|
–
|
59
|
5.08%
|
|
|
7217
|
Harbour Wealth Management Group
Daniel Island,
South Carolina
|
$133M
|
+$4.95M
|
+4%
|
3.9%
|
–
|
104
|
26.92%
|
|
|
7218
|
Centerpoint Advisory Group
Overland Park,
Kansas
|
$133M
|
+$3.01M
|
+2%
|
2.46%
|
–
|
114
|
11.4%
|
|
|
7219
|
Forty-three Eighteen Advisors
Bentonville,
Arkansas
|
$133M
|
+$4.09M
|
+3%
|
7.77%
|
–
|
90
|
35.56%
|
|
|
7220
|
WHI Trust
Chicago,
Illinois
|
$133M
|
+$2.98M
|
+2%
|
1.23%
|
–
|
95
|
8.42%
|
|
|
7221
|
Madrid Wealth Management
Albuquerque,
New Mexico
|
$133M
|
+$9.31M
|
+8%
|
0.31%
|
–
|
75
|
10.67%
|
|
|
7222
|
Signal Tree Financial Partners
Copley,
Ohio
|
$132M
|
+$1.33M
|
+1%
|
0.1%
|
–
|
49
|
6.12%
|
|
|
7223
|
9823 Capital
Dallas,
Texas
|
$132M
|
-$12.7M
|
-9%
|
6.15%
|
–
|
87
|
80.46%
|
|
|
7224
|
Global Trust Wealth Management
West Palm Beach,
Florida
|
$132M
|
-$2.61M
|
-2%
|
1.14%
|
–
|
88
|
9.09%
|
|
|
7225
|
Axos Invest
Las Vegas,
Nevada
|
$132M
|
-$3.73M
|
-3%
|
1.45%
|
–
|
22
|
13.64%
|
|