|
7276
|
Tandem Investment Partners
Bordentown,
New Jersey
|
$122M
|
+$7.05M
|
+6%
|
7.09%
|
–
|
73
|
10.96%
|
|
|
7277
|
swisspartners Advisors
Zurich,
Switzerland
|
$122M
|
+$15.6M
|
+15%
|
11.9%
|
86.6%
|
25
|
8%
|
|
|
7278
|
Fortitude Financial
Spokane,
Washington
|
$122M
|
+$9.03M
|
+8%
|
0.59%
|
–
|
34
|
14.71%
|
|
|
7279
|
Journey Beyond Wealth
Roswell,
Georgia
|
$122M
|
+$2.99M
|
+3%
|
7.18%
|
–
|
31
|
12.9%
|
|
|
7280
|
VanWeelden Wealth Management
West Chester Township,
Ohio
|
$122M
|
–
|
–
|
1.95%
|
–
|
19
|
–
|
|
|
7281
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$121M
|
+$1.79M
|
+1%
|
7.76%
|
–
|
938
|
92.32%
|
|
|
7282
|
ORBA Wealth Advisors
Chicago,
Illinois
|
$121M
|
+$11.7M
|
+11%
|
7.61%
|
–
|
79
|
11.39%
|
|
|
7283
|
Alterna Wealth Management
Houston,
Texas
|
$121M
|
-$3.41M
|
-3%
|
5.63%
|
48%
|
116
|
25.86%
|
|
|
7284
|
Runnymede Capital Advisors
Dublin,
Ohio
|
$121M
|
+$12.9M
|
+12%
|
14.2%
|
–
|
74
|
14.86%
|
|
|
7285
|
Uptown Financial Advisors
Dallas,
Texas
|
$121M
|
+$4.62M
|
+4%
|
6.24%
|
–
|
80
|
13.75%
|
|
|
7286
|
Alexander Randolph Advisory
Mclean,
Virginia
|
$121M
|
+$9.7M
|
+9%
|
7.99%
|
–
|
53
|
0%
|
|
|
7287
|
Virtue Asset Management
Barrington,
Illinois
|
$121M
|
–
|
–
|
7.69%
|
–
|
96
|
–
|
|
|
7288
|
Allium Financial Advisors
Lake Oswego,
Oregon
|
$121M
|
+$6.07M
|
+5%
|
7.8%
|
–
|
94
|
20.21%
|
|
|
7289
|
Ibex Investors
Denver,
Colorado
|
$121M
|
+$23M
|
+24%
|
16.4%
|
4.48%
|
16
|
68.75%
|
|
|
7290
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$121M
|
+$11.2M
|
+10%
|
7.79%
|
61.5%
|
118
|
8.47%
|
|
|
7291
|
Defined Financial Planning
San Rafael,
California
|
$121M
|
+$7.99M
|
+7%
|
6.99%
|
–
|
76
|
25%
|
|
|
7292
|
AG Asset Advisory
Los Angeles,
California
|
$121M
|
+$5.47M
|
+5%
|
2.69%
|
–
|
26
|
19.23%
|
|
|
7293
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$120M
|
+$10.1M
|
+9%
|
6.47%
|
70%
|
215
|
19.07%
|
|
|
7294
|
Lane Generational
Dover,
Massachusetts
|
$120M
|
+$13.2M
|
+12%
|
32.7%
|
112%
|
35
|
20%
|
|
|
7295
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$120M
|
+$15.1M
|
+14%
|
6.85%
|
–
|
74
|
17.57%
|
|
|
7296
|
Barden Capital Management
Austin,
Texas
|
$120M
|
+$6.18M
|
+5%
|
5.18%
|
63.5%
|
62
|
14.52%
|
|
|
7297
|
Orvieto Partners
Boston,
Massachusetts
|
$120M
|
+$7.76M
|
+7%
|
6.62%
|
–
|
46
|
26.09%
|
|
|
7298
|
Kempner Capital Management
Galveston,
Texas
|
$120M
|
-$66.6M
|
-36%
|
9.78%
|
60.9%
|
50
|
10%
|
|
|
7299
|
Chung Wu Investment Group
Sugar Land,
Texas
|
$120M
|
+$24.1M
|
+25%
|
12.7%
|
–
|
292
|
27.74%
|
|
|
7300
|
Vista Cima Wealth Management
Surprise,
Arizona
|
$120M
|
+$13M
|
+12%
|
7.02%
|
–
|
78
|
35.9%
|
|