|
7251
|
Gladwyn Financial Advisors
Chantilly,
Virginia
|
$160M
|
+$16.2M
|
+11%
|
8.46%
|
–
|
86
|
4.65%
|
3.9
|
|
|
7252
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$160M
|
-$33.5M
|
-17%
|
15.8%
|
96.6%
|
243
|
43.62%
|
6.9
|
|
|
7253
|
BAM Wealth Management
Lakewood,
Colorado
|
$160M
|
+$26.1M
|
+20%
|
12.4%
|
–
|
188
|
27.66%
|
2.1
|
|
|
7254
|
Systrade
Vaduz,
Liechtenstein
|
$160M
|
+$10.7M
|
+7%
|
10.2%
|
152%
|
14
|
21.43%
|
4.1
|
|
|
7255
|
Willner & Heller
Encino,
California
|
$160M
|
+$25.5M
|
+19%
|
30.8%
|
–
|
172
|
10.47%
|
11.6
|
|
|
7256
|
AMG Asset Management Group
Cartersville,
Georgia
|
$160M
|
+$30.8M
|
+24%
|
21.5%
|
–
|
94
|
17.02%
|
1.1
|
|
|
7257
|
|
$160M
|
–
|
–
|
10.8%
|
–
|
25
|
–
|
0
|
|
|
7258
|
Aubrey Capital Management
Edinburgh,
United Kingdom
|
$160M
|
-$26.5M
|
-14%
|
30.6%
|
296%
|
64
|
60.94%
|
2.9
|
|
|
7259
|
Avant Capital
Lafayette,
Louisiana
|
$160M
|
+$17.4M
|
+12%
|
14.1%
|
–
|
87
|
13.79%
|
11.8
|
|
|
7260
|
Kagan Cocozza Asset Management
Mickleton,
New Jersey
|
$160M
|
+$17.5M
|
+12%
|
10.1%
|
–
|
70
|
5.71%
|
5.3
|
|
|
7261
|
Papamarkou Wellner Asset Management
New York
|
$159M
|
-$4.27M
|
-3%
|
9.08%
|
–
|
91
|
23.08%
|
4.7
|
|
|
7262
|
Sagace Wealth Management
St. Petersburg,
Florida
|
$159M
|
+$10.2M
|
+7%
|
7.94%
|
–
|
72
|
4.17%
|
5.8
|
|
|
7263
|
Clark & Stuart Inc
Portland,
Maine
|
$159M
|
+$11M
|
+7%
|
9.09%
|
–
|
57
|
14.04%
|
4.6
|
|
|
7264
|
Center for Wealth Management Advisory
Milford,
Ohio
|
$159M
|
+$20.4M
|
+15%
|
18.4%
|
–
|
68
|
17.65%
|
1.7
|
|
|
7265
|
Round Hill Asset Management
Pasadena,
California
|
$159M
|
+$6.58M
|
+4%
|
5.63%
|
43.2%
|
63
|
3.17%
|
22.8
|
|
|
7266
|
ABS Direct Equity Fund
Stamford,
Connecticut
|
$159M
|
+$28.3M
|
+22%
|
29%
|
–
|
151
|
54.3%
|
1.6
|
|
|
7267
|
ABS Investment Management
Greenwich,
Connecticut
|
$159M
|
–
|
–
|
29%
|
–
|
111
|
–
|
0
|
|
|
7268
|
Constant Guidance Financial
Attleboro Falls,
Massachusetts
|
$159M
|
+$14.6M
|
+10%
|
9.26%
|
79.6%
|
75
|
54.67%
|
2.3
|
|
|
7269
|
Argosy-Lionbridge Management
New York
|
$159M
|
+$16.6M
|
+12%
|
9.04%
|
–
|
21
|
38.1%
|
2
|
|
|
7270
|
46 Peaks LLC
Newtown,
Pennsylvania
|
$159M
|
+$21.7M
|
+16%
|
9.97%
|
–
|
30
|
30%
|
1.4
|
|
|
7271
|
Opulen Financial Group
Arlington,
Virginia
|
$159M
|
+$16.9M
|
+12%
|
12.2%
|
–
|
120
|
8.33%
|
4.9
|
|
|
7272
|
SpringVest Wealth Management
Dallas,
Texas
|
$159M
|
+$12.6M
|
+9%
|
7.52%
|
–
|
76
|
14.47%
|
4.7
|
|
|
7273
|
Josh Arnold Investment Consultant
Edina,
Minnesota
|
$159M
|
+$42M
|
+36%
|
108%
|
272%
|
25
|
64%
|
3
|
|
|
7274
|
Marvin & Palmer Associates
Wilmington,
Delaware
|
$159M
|
+$75.4M
|
+90%
|
46.2%
|
392%
|
37
|
67.57%
|
1.5
|
|
|
7275
|
Morrissey Wealth Management, LLC
North Haven,
Connecticut
|
$159M
|
–
|
–
|
9.73%
|
–
|
30
|
–
|
0
|
|