|
7301
|
Alpha Wealth Funds
Park City,
Utah
|
$99M
|
-$4.81M
|
-5%
|
1.3%
|
–
|
64
|
57.81%
|
|
|
7302
|
Compass Planning Associates
Greenfield,
Massachusetts
|
$98.9M
|
+$457K
|
+0.5%
|
0.13%
|
–
|
138
|
7.25%
|
|
|
7303
|
Defined Financial Planning
San Rafael,
California
|
$98.7M
|
+$5.02M
|
+5%
|
1.94%
|
–
|
92
|
31.52%
|
|
|
7304
|
Fjell Capital
Fargo,
North Dakota
|
$98.6M
|
+$1.81M
|
+2%
|
2.95%
|
–
|
58
|
18.97%
|
|
|
7305
|
Stegent Equity Advisors
Houston,
Texas
|
$98.6M
|
+$48.6K
|
+0%
|
2.06%
|
75.1%
|
103
|
18.45%
|
|
|
7306
|
Cooksen Wealth
The Woodlands,
Texas
|
$98.6M
|
-$10.2M
|
-9%
|
1.44%
|
–
|
95
|
54.74%
|
|
|
7307
|
Farnam Financial
Phoenix,
Arizona
|
$98.5M
|
+$2.85M
|
+3%
|
2.18%
|
–
|
48
|
8.33%
|
|
|
7308
|
Bosman Wealth Management
Redlands,
California
|
$98.5M
|
-$5.52M
|
-5%
|
7.84%
|
–
|
50
|
42%
|
|
|
7309
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$98.3M
|
-$2.85M
|
-3%
|
0.4%
|
80.5%
|
96
|
13.54%
|
|
|
7310
|
Retirement Planning Group (New York)
Malta,
New York
|
$98.3M
|
+$7.42M
|
+8%
|
0.31%
|
–
|
73
|
15.07%
|
|
|
7311
|
CF Capital
Cohasset,
Massachusetts
|
$98.3M
|
+$5.41M
|
+6%
|
1.83%
|
–
|
54
|
37.04%
|
|
|
7312
|
Delphi Management
Brookline,
Massachusetts
|
$98.1M
|
-$5.34M
|
-5%
|
1.2%
|
78%
|
85
|
15.29%
|
|
|
7313
|
Graver Capital Management
Columbus,
Ohio
|
$98.1M
|
+$2.4M
|
+3%
|
1.85%
|
–
|
27
|
11.11%
|
|
|
7314
|
Reliant Investment Partners
Pinehurst,
North Carolina
|
$98.1M
|
-$14.7M
|
-13%
|
1.77%
|
–
|
114
|
20.18%
|
|
|
7315
|
SkyKnight Capital
San Francisco,
California
|
$98M
|
+$7.16M
|
+8%
|
12.7%
|
1.58%
|
4
|
25%
|
|
|
7316
|
NDVR Inc
Boston,
Massachusetts
|
$98M
|
-$6.47M
|
-6%
|
1.29%
|
–
|
118
|
27.12%
|
|
|
7317
|
OneFund LLC
Saint Petersburg,
Florida
|
$98M
|
-$6.22M
|
-6%
|
3.25%
|
–
|
134
|
10.45%
|
|
|
7318
|
Post Resch Tallon Group
Pittsford,
New York
|
$98M
|
-$5.92M
|
-6%
|
2.03%
|
–
|
109
|
9.17%
|
|
|
7319
|
Uptown Financial Advisors
Dallas,
Texas
|
$98M
|
+$5.25M
|
+6%
|
1.77%
|
–
|
71
|
9.86%
|
|
|
7320
|
Paradigm Capital Management (Nevada)
Reno,
Nevada
|
$97.8M
|
-$9.15M
|
-9%
|
2.82%
|
–
|
60
|
13.33%
|
|
|
7321
|
Marathon Partners Equity Management
New York
|
$97.7M
|
-$17.4M
|
-15%
|
1.61%
|
–
|
29
|
44.83%
|
|
|
7322
|
Crescent Sterling
Metairie,
Louisiana
|
$97.5M
|
+$49.6K
|
+0.1%
|
1.32%
|
58.4%
|
81
|
14.81%
|
|
|
7323
|
AG Asset Advisory
Los Angeles,
California
|
$97.5M
|
-$2.76M
|
-3%
|
2.43%
|
–
|
23
|
4.35%
|
|
|
7324
|
Pitti Group Wealth Management
Victor,
New York
|
$97.5M
|
-$1.19M
|
-1%
|
1.58%
|
62%
|
79
|
15.19%
|
|
|
7325
|
LM Asset (IM) Inc
Vancouver,
British Columbia, Canada
|
$97.5M
|
-$11.7M
|
-11%
|
14.8%
|
–
|
12
|
33.33%
|
|