|
7201
|
Adirondack Capital Advisors
Syracuse,
New York
|
$149M
|
–
|
–
|
2.1%
|
–
|
42
|
–
|
0
|
|
|
7202
|
Mount Vernon Associates
Baltimore,
Maryland
|
$149M
|
+$5.43M
|
+4%
|
3.59%
|
136%
|
60
|
8.33%
|
7.2
|
|
|
7203
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$149M
|
-$10.2M
|
-6%
|
2.24%
|
65.2%
|
465
|
73.33%
|
2.9
|
|
|
7204
|
Refined Wealth Management
Salt Lake City,
Utah
|
$149M
|
-$7.06M
|
-5%
|
5.71%
|
99.4%
|
44
|
20.45%
|
2.2
|
|
|
7205
|
TRV GP VI
Boston,
Massachusetts
|
$149M
|
+$38.9M
|
+35%
|
38.6%
|
–
|
3
|
0%
|
1
|
|
|
7206
|
Pinnacle Wealth Management
Roseville,
California
|
$148M
|
+$315K
|
+0.2%
|
0.26%
|
194%
|
42
|
19.05%
|
1.4
|
|
|
7207
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$148M
|
+$1.43M
|
+1%
|
1.86%
|
–
|
128
|
11.72%
|
0.9
|
|
|
7208
|
Strong Retirement Solutions
Silverdale,
Washington
|
$148M
|
–
|
–
|
1.43%
|
–
|
84
|
–
|
0
|
|
|
7209
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$148M
|
+$11.7M
|
+9%
|
2.1%
|
56.4%
|
60
|
5%
|
1.4
|
|
|
7210
|
Eschler Asset Management
London,
United Kingdom
|
$148M
|
+$13.5M
|
+10%
|
13.3%
|
274%
|
90
|
63.33%
|
0.6
|
|
|
7211
|
Fortune Financial Advisors
Overland Park,
Kansas
|
$148M
|
+$15.4M
|
+12%
|
0.43%
|
76.8%
|
101
|
8.91%
|
2
|
|
|
7212
|
Twin Lions Management
Stamford,
Connecticut
|
$148M
|
-$3.76M
|
-2%
|
1.13%
|
–
|
8
|
0%
|
0.8
|
|
|
7213
|
Alamea Verwaltungs
Edison,
New Jersey
|
$148M
|
+$1.82M
|
+1%
|
10.1%
|
–
|
122
|
43.44%
|
0.4
|
|
|
7214
|
Beto Financial Group
Boise,
Idaho
|
$148M
|
–
|
–
|
2.8%
|
–
|
133
|
–
|
0
|
|
|
7215
|
Zeit Capital
Greenwood Village,
Colorado
|
$148M
|
+$1.01M
|
+0.7%
|
1.73%
|
56.5%
|
27
|
0%
|
4.3
|
|
|
7216
|
BluePath Capital Management
Atlanta,
Georgia
|
$148M
|
+$11.4M
|
+8%
|
1.22%
|
106%
|
108
|
28.7%
|
1.3
|
|
|
7217
|
Hartmann Taylor Wealth Management
Dallas,
Texas
|
$148M
|
+$8.85M
|
+6%
|
1.62%
|
–
|
54
|
7.41%
|
0.7
|
|
|
7218
|
Certior Financial Group
King Of Prussia,
Pennsylvania
|
$148M
|
-$2.51M
|
-2%
|
0.09%
|
–
|
147
|
17.01%
|
0.8
|
|
|
7219
|
Pioneer Family Office
North Miami Beach,
Florida
|
$148M
|
–
|
–
|
2.19%
|
–
|
136
|
–
|
0
|
|
|
7220
|
MFA Wealth Services
Thousand Oaks,
California
|
$148M
|
+$3.14M
|
+2%
|
2.68%
|
–
|
125
|
8.8%
|
0.9
|
|
|
7221
|
Brightwater Advisory
Tampa,
Florida
|
$148M
|
+$2.37M
|
+2%
|
1.9%
|
–
|
61
|
6.56%
|
1.7
|
|
|
7222
|
Bruce G. Allen Investments
Denver,
Colorado
|
$148M
|
+$8.25M
|
+6%
|
3.85%
|
–
|
1,130
|
8.76%
|
1.7
|
|
|
7223
|
Ellerson Group
Annapolis,
Maryland
|
$148M
|
-$12.9M
|
-8%
|
4.8%
|
178%
|
62
|
16.13%
|
2.1
|
|
|
7224
|
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
|
$148M
|
-$38.3M
|
-21%
|
11.7%
|
34.1%
|
8
|
25%
|
3
|
|
|
7225
|
Floyd Financial Group
Springfield,
Missouri
|
$148M
|
+$12.8M
|
+9%
|
1.5%
|
–
|
75
|
28%
|
0.7
|
|