|
7201
|
Joel Adams & Associates
Asheville,
North Carolina
|
$135M
|
+$1.63M
|
+1%
|
1.45%
|
–
|
66
|
7.58%
|
|
|
7202
|
Somerset Group
Wayzata,
Minnesota
|
$135M
|
+$1.98M
|
+1%
|
2.48%
|
68.2%
|
61
|
6.56%
|
|
|
7203
|
SACKS & ASSOCIATES, LLC
Warren,
New Jersey
|
$134M
|
-$1.67M
|
-1%
|
0.03%
|
–
|
83
|
10.84%
|
|
|
7204
|
|
$134M
|
-$12.5M
|
-8%
|
11.7%
|
43.2%
|
22
|
22.73%
|
|
|
7205
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
$134M
|
-$3.51M
|
-3%
|
1.02%
|
–
|
185
|
29.73%
|
|
|
7206
|
Harpswell Capital Advisors
Yarmouth,
Maine
|
$134M
|
+$8.15M
|
+6%
|
1.78%
|
–
|
38
|
10.53%
|
|
|
7207
|
Spear Advisors
East Hampton,
New York
|
$134M
|
-$8.4M
|
-6%
|
13%
|
–
|
30
|
43.33%
|
|
|
7208
|
Pekao Towarzystwo Funduszy Inwestycyjnych SA
Warsaw,
|
$134M
|
+$12.2M
|
+10%
|
5.14%
|
–
|
96
|
34.38%
|
|
|
7209
|
Willner & Heller
Encino,
California
|
$134M
|
-$4.97M
|
-4%
|
2.06%
|
–
|
175
|
13.71%
|
|
|
7210
|
Capelight Capital Asset Management
New York
|
$134M
|
+$7.97M
|
+6%
|
24.4%
|
–
|
49
|
59.18%
|
|
|
7211
|
KVP Capital Advisors
San Francisco,
California
|
$134M
|
+$30.6M
|
+30%
|
33.2%
|
–
|
36
|
36.11%
|
|
|
7212
|
SWP Investment Management
Independence,
Ohio
|
$134M
|
-$4.02M
|
-3%
|
2.65%
|
–
|
52
|
19.23%
|
|
|
7213
|
Broadwater Capital
Boston,
Massachusetts
|
$134M
|
$0
|
0%
|
1.72%
|
–
|
211
|
0%
|
|
|
7214
|
RoundAngle Advisors
Red Bank,
New Jersey
|
$134M
|
-$3.54M
|
-3%
|
0.54%
|
–
|
61
|
4.92%
|
|
|
7215
|
BAM Wealth Management
Lakewood,
Colorado
|
$134M
|
-$4.55M
|
-3%
|
2.12%
|
–
|
186
|
30.11%
|
|
|
7216
|
Williams & Novak
Westlake Village,
California
|
$134M
|
+$782K
|
+0.6%
|
0.51%
|
–
|
163
|
25.77%
|
|
|
7217
|
Langdon Equity Partners
Toronto,
|
$134M
|
-$60.7M
|
-31%
|
20.3%
|
–
|
14
|
28.57%
|
|
|
7218
|
RF&L Wealth Management
Acton,
Massachusetts
|
$134M
|
-$44.9M
|
-25%
|
0.43%
|
69.9%
|
62
|
16.13%
|
|
|
7219
|
Shepherd Wealth Management
Cincinnati,
Ohio
|
$134M
|
-$10.3M
|
-7%
|
3.08%
|
–
|
62
|
45.16%
|
|
|
7220
|
PW Advisors
Tallahassee,
Florida
|
$133M
|
+$8.92M
|
+7%
|
1.47%
|
–
|
40
|
27.5%
|
|
|
7221
|
Trace Wealth Advisors
Los Angeles,
California
|
$133M
|
-$4.98M
|
-4%
|
1.28%
|
–
|
75
|
18.67%
|
|
|
7222
|
Financial Planning Fort Collins
Fort Collins,
Colorado
|
$133M
|
+$19.5M
|
+17%
|
1.9%
|
–
|
34
|
14.71%
|
|
|
7223
|
Outbound Financial Inc
Boulder,
Colorado
|
$133M
|
+$4.95M
|
+4%
|
0.63%
|
–
|
43
|
6.98%
|
|
|
7224
|
Williamson Legacy Group
Carmel,
Indiana
|
$133M
|
+$5.44M
|
+4%
|
38%
|
–
|
111
|
44.14%
|
|
|
7225
|
Brickwood Asset Management
London,
United Kingdom
|
$133M
|
-$10.5M
|
-7%
|
10.5%
|
–
|
10
|
20%
|
|