|
7326
|
Clarendon Private
Boston,
Massachusetts
|
$156M
|
+$25.4M
|
+20%
|
22.5%
|
–
|
130
|
13.08%
|
|
|
7327
|
Clearview Wealth Management
Irvine,
California
|
$156M
|
+$14.2M
|
+10%
|
13.7%
|
–
|
63
|
6.35%
|
|
|
7328
|
GraniteShares Advisors
New York
|
$156M
|
+$16.7M
|
+12%
|
5.93%
|
86.2%
|
103
|
25.24%
|
|
|
7329
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$155M
|
+$12.6M
|
+9%
|
9.26%
|
–
|
112
|
11.61%
|
|
|
7330
|
Morey & Quinn Wealth Partners
Omaha,
Nebraska
|
$155M
|
+$14.9M
|
+11%
|
15.6%
|
–
|
143
|
4.9%
|
|
|
7331
|
Spahn Wealth & Retirement
Scottsdale,
Arizona
|
$155M
|
+$76.9M
|
+98%
|
10.3%
|
–
|
40
|
42.5%
|
|
|
7332
|
Expect Equity LLC
Pikesville,
Maryland
|
$155M
|
+$26.8M
|
+21%
|
22.4%
|
–
|
67
|
10.45%
|
|
|
7333
|
Cultivar Capital
Denton,
Texas
|
$155M
|
-$1.19M
|
-0.8%
|
0.01%
|
–
|
47
|
17.02%
|
|
|
7334
|
Visa Foundation
San Francisco,
California
|
$155M
|
+$23.6M
|
+18%
|
17.9%
|
48.5%
|
2
|
50%
|
|
|
7335
|
Rockbridge Capital Management
Alexandria,
Virginia
|
$155M
|
+$6.24M
|
+4%
|
2.74%
|
–
|
31
|
12.9%
|
|
|
7336
|
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
$155M
|
-$9.64M
|
-6%
|
6.34%
|
–
|
91
|
18.68%
|
|
|
7337
|
Guardian Investment Management
Tiburon,
California
|
$155M
|
+$28.3M
|
+22%
|
18.7%
|
89.7%
|
60
|
0%
|
|
|
7338
|
Aegis Wealth Management (Iowa)
Guthrie Center,
Iowa
|
$155M
|
+$27.6M
|
+22%
|
14%
|
–
|
133
|
27.07%
|
|
|
7339
|
Bright Futures Wealth Management
Webster, Ny 14580,
New York
|
$155M
|
+$8.75M
|
+6%
|
16.2%
|
–
|
230
|
27.83%
|
|
|
7340
|
WHI Trust
Chicago,
Illinois
|
$155M
|
+$22M
|
+17%
|
8.01%
|
–
|
88
|
32.95%
|
|
|
7341
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$155M
|
-$1.97M
|
-1%
|
2.58%
|
86%
|
56
|
8.93%
|
|
|
7342
|
Tide Cove Capital Partners
San Diego,
California
|
$155M
|
+$7.62M
|
+5%
|
9.77%
|
–
|
13
|
0%
|
|
|
7343
|
Entruity Wealth
Bakersfield,
California
|
$155M
|
+$7.23M
|
+5%
|
4.98%
|
–
|
59
|
30.51%
|
|
|
7344
|
Asset Planning Inc
Cypress,
California
|
$154M
|
+$13.8M
|
+10%
|
14.7%
|
–
|
341
|
14.37%
|
|
|
7345
|
Outbound Financial Inc
Boulder,
Colorado
|
$154M
|
+$21M
|
+16%
|
8.2%
|
–
|
46
|
8.7%
|
|
|
7346
|
Blalock Williams
Alexander City,
Alabama
|
$154M
|
+$24.9M
|
+19%
|
20.1%
|
–
|
165
|
19.39%
|
|
|
7347
|
Entrust Financial
Wayne,
Pennsylvania
|
$154M
|
+$11.2M
|
+8%
|
13.1%
|
–
|
464
|
10.99%
|
|
|
7348
|
M3 Wealth Management
Cincinnati,
Ohio
|
$154M
|
+$24.2M
|
+19%
|
14.1%
|
–
|
36
|
5.56%
|
|
|
7349
|
Oasis Advisors
Forest City,
Iowa
|
$154M
|
-$355M
|
-70%
|
13.2%
|
–
|
240
|
90%
|
|
|
7350
|
Greenhaven Road Investment Management
Greenwich,
Connecticut
|
$154M
|
+$8.67M
|
+6%
|
14%
|
70.2%
|
21
|
38.1%
|
|