|
7201
|
Navigate Wealth Management
Birmingham,
Alabama
|
$161M
|
+$19M
|
+13%
|
10.2%
|
–
|
81
|
13.58%
|
|
|
7202
|
Mendota Financial Group
Madison,
Wisconsin
|
$161M
|
+$26.4M
|
+20%
|
8.52%
|
53.8%
|
35
|
14.29%
|
|
|
7203
|
|
$161M
|
-$102M
|
-39%
|
13.4%
|
–
|
1
|
0%
|
|
|
7204
|
LM Asset (IM) Inc
Vancouver,
British Columbia, Canada
|
$161M
|
-$31M
|
-16%
|
5.8%
|
–
|
10
|
0%
|
|
|
7205
|
Aureum Wealth Management
North Palm Beach,
Florida
|
$161M
|
+$17.6M
|
+12%
|
7.76%
|
–
|
65
|
12.31%
|
|
|
7206
|
GreatBanc Trust
Lisle,
Illinois
|
$161M
|
+$18.3M
|
+13%
|
12.9%
|
–
|
74
|
14.86%
|
|
|
7207
|
Bosman Wealth Management
Redlands,
California
|
$161M
|
+$47.6M
|
+42%
|
75.7%
|
–
|
66
|
36.36%
|
|
|
7208
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
$161M
|
+$10.1M
|
+7%
|
12.5%
|
–
|
387
|
79.84%
|
|
|
7209
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$161M
|
+$26M
|
+19%
|
26.9%
|
–
|
748
|
13.9%
|
|
|
7210
|
Burr Financial Services
Pleasant Hill,
California
|
$161M
|
+$35.3M
|
+28%
|
57.7%
|
–
|
27
|
11.11%
|
|
|
7211
|
Lighthouse Wealth Management
Ashland,
Ohio
|
$161M
|
+$13.9M
|
+9%
|
10.3%
|
–
|
49
|
16.33%
|
|
|
7212
|
Savoir Faire Capital Management
Norwalk,
Connecticut
|
$161M
|
-$4.58M
|
-3%
|
5.98%
|
1.22%
|
45
|
6.67%
|
|
|
7213
|
Summer Road
West Palm Beach,
Florida
|
$161M
|
+$19M
|
+13%
|
11.8%
|
130%
|
26
|
26.92%
|
|
|
7214
|
Mascagni Wealth Management
Clinton,
Mississippi
|
$161M
|
+$20.6M
|
+15%
|
17.6%
|
–
|
145
|
14.48%
|
|
|
7215
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$161M
|
+$16M
|
+11%
|
12.1%
|
–
|
91
|
13.19%
|
|
|
7216
|
Arlington Capital Management
Arlington Heights,
Illinois
|
$161M
|
-$16.5M
|
-9%
|
13.5%
|
154%
|
159
|
59.75%
|
|
|
7217
|
Steinberg Asset Management
New York
|
$161M
|
+$6.3M
|
+4%
|
7.85%
|
130%
|
46
|
17.39%
|
|
|
7218
|
Exchange Bank
Santa Rosa,
California
|
$161M
|
+$16.3M
|
+11%
|
12%
|
67.1%
|
133
|
14.29%
|
|
|
7219
|
Mountain Lake Investment Management
Boca Raton,
Florida
|
$161M
|
+$5.77M
|
+4%
|
0.65%
|
64%
|
33
|
18.18%
|
|
|
7220
|
Philadelphia Investment Partners
Voorhees,
New Jersey
|
$161M
|
+$13.6M
|
+9%
|
11.1%
|
–
|
204
|
15.69%
|
|
|
7221
|
Arthedge Capital Management
Jericho,
New York
|
$161M
|
+$45.1M
|
+39%
|
23.9%
|
80.7%
|
14
|
28.57%
|
|
|
7222
|
Avant Financial Advisors
Austin,
Texas
|
$161M
|
+$18.3M
|
+13%
|
9.83%
|
–
|
70
|
8.57%
|
|
|
7223
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$160M
|
+$5.27M
|
+3%
|
15.1%
|
59.5%
|
140
|
14.29%
|
|
|
7224
|
Palouse Capital Management
Spokane,
Washington
|
$160M
|
+$9.14M
|
+6%
|
22.5%
|
67.8%
|
144
|
20.14%
|
|
|
7225
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$160M
|
+$12M
|
+8%
|
13.1%
|
56%
|
47
|
14.89%
|
|