|
7301
|
Durante & Waters
Brewster,
New York
|
$143M
|
+$7.41M
|
+5%
|
2.88%
|
–
|
33
|
3.03%
|
|
|
7302
|
Blodgett Wealth Advisors
Concord,
California
|
$143M
|
-$1.9M
|
-1%
|
4.03%
|
124%
|
66
|
10.61%
|
|
|
7303
|
Cornerstone Financial Group
Omaha,
Nebraska
|
$143M
|
+$14.1M
|
+11%
|
1.06%
|
–
|
73
|
6.85%
|
|
|
7304
|
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
|
$143M
|
+$9.94M
|
+7%
|
6.59%
|
–
|
32
|
12.5%
|
|
|
7305
|
bLong Financial
Memphis,
Tennessee
|
$143M
|
-$218K
|
-0.2%
|
5.54%
|
–
|
80
|
12.5%
|
|
|
7306
|
WealthTrust Asset Management
Destin,
Florida
|
$143M
|
-$1.13M
|
-0.8%
|
4.02%
|
97.9%
|
89
|
19.1%
|
|
|
7307
|
Copos Capital
Luxembourg,
|
$143M
|
–
|
–
|
1.57%
|
–
|
45
|
–
|
|
|
7308
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$143M
|
+$6.72M
|
+5%
|
2.83%
|
–
|
128
|
21.09%
|
|
|
7309
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$143M
|
-$36.9M
|
-21%
|
1.91%
|
54.1%
|
44
|
18.18%
|
|
|
7310
|
Black Maple Capital Management
Milwaukee,
Wisconsin
|
$143M
|
-$63.5M
|
-31%
|
1.05%
|
35.7%
|
114
|
42.98%
|
|
|
7311
|
Yorktown Energy Partners XI
New York
|
$143M
|
-$52M
|
-27%
|
26.4%
|
105%
|
4
|
25%
|
|
|
7312
|
Fosse Capital Partners
London,
United Kingdom
|
$143M
|
-$21.9M
|
-13%
|
6.54%
|
80%
|
2
|
0%
|
|
|
7313
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$143M
|
+$4.71M
|
+3%
|
3.49%
|
–
|
63
|
4.76%
|
|
|
7314
|
Spear Advisors
East Hampton,
New York
|
$143M
|
–
|
–
|
14.9%
|
–
|
21
|
–
|
|
|
7315
|
Guided Capital Wealth Management
Houston,
Texas
|
$143M
|
+$26M
|
+22%
|
5.02%
|
–
|
42
|
30.95%
|
|
|
7316
|
Safir Wealth Advisors
Greenland,
New Hampshire
|
$143M
|
+$1.05M
|
+0.7%
|
1.5%
|
46.4%
|
17
|
5.88%
|
|
|
7317
|
Pin Oak Investment Advisors
Houston,
Texas
|
$143M
|
+$2.54M
|
+2%
|
0.92%
|
62.7%
|
530
|
11.51%
|
|
|
7318
|
Brown University
Providence,
Rhode Island
|
$143M
|
-$26.5M
|
-16%
|
8.24%
|
37.9%
|
10
|
20%
|
|
|
7319
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$142M
|
+$14.4M
|
+11%
|
3.97%
|
85.5%
|
412
|
16.99%
|
|
|
7320
|
TME Financial
Huntington Beach,
California
|
$142M
|
+$8.89M
|
+7%
|
0.82%
|
–
|
79
|
13.92%
|
|
|
7321
|
Asset Planning Inc
Cypress,
California
|
$142M
|
+$4.13M
|
+3%
|
5.01%
|
–
|
305
|
7.21%
|
|
|
7322
|
Gladwyn Financial Advisors
Chantilly,
Virginia
|
$142M
|
+$2.98M
|
+2%
|
0.43%
|
–
|
87
|
2.3%
|
|
|
7323
|
Synergy Financial Group
San Ramon,
California
|
$142M
|
-$5.98M
|
-4%
|
0.3%
|
133%
|
119
|
6.72%
|
|
|
7324
|
Brandywine Asset Management
Thornton,
Pennsylvania
|
$142M
|
–
|
–
|
2.29%
|
–
|
15
|
–
|
|
|
7325
|
Constant Guidance Financial
Attleboro Falls,
Massachusetts
|
$142M
|
+$16.9M
|
+14%
|
1.45%
|
79.6%
|
60
|
60%
|
|