|
7326
|
Momentum Wealth Planning
Estero,
Florida
|
$117M
|
–
|
–
|
15.5%
|
–
|
39
|
–
|
0
|
|
|
7327
|
Mascagni Wealth Management
Clinton,
Mississippi
|
$117M
|
+$16.9M
|
+17%
|
12.5%
|
–
|
128
|
17.97%
|
0.4
|
|
|
7328
|
Affinity Wealth
Canton,
Ohio
|
$117M
|
+$19.6M
|
+20%
|
12.5%
|
–
|
79
|
51.9%
|
0.3
|
|
|
7329
|
Camelot Technology Advisors
San Francisco,
California
|
$117M
|
+$6.74M
|
+6%
|
7.74%
|
71%
|
55
|
10.91%
|
1.4
|
|
|
7330
|
Outfitter Financial
Brunswick,
Maine
|
$117M
|
+$6.24M
|
+6%
|
9.82%
|
95.9%
|
78
|
8.97%
|
3.2
|
|
|
7331
|
Michels Family Financial
Fort Worth,
Texas
|
$117M
|
+$6.72M
|
+6%
|
7.01%
|
–
|
128
|
6.25%
|
0.5
|
|
|
7332
|
Carbahal Olsen Financial Services Group
Davis,
California
|
$117M
|
+$11.9M
|
+11%
|
10.7%
|
–
|
36
|
5.56%
|
0.5
|
|
|
7333
|
PlanWiser Financial
Colorado Springs,
Colorado
|
$117M
|
+$6.84M
|
+6%
|
7.83%
|
–
|
52
|
25%
|
0.2
|
|
|
7334
|
|
$117M
|
+$8.51M
|
+8%
|
4.1%
|
–
|
77
|
7.79%
|
1.4
|
|
|
7335
|
LTG Capital
Newton,
Massachusetts
|
$117M
|
+$7.22M
|
+7%
|
7.72%
|
56%
|
27
|
3.7%
|
3.3
|
|
|
7336
|
Wulff, Hansen & Co
San Rafael,
California
|
$117M
|
+$7.16M
|
+7%
|
9.44%
|
85.8%
|
108
|
17.59%
|
2.4
|
|
|
7337
|
Sparta 24 Ltd
Tirat Hacarmel,
Israel
|
$117M
|
+$13.8M
|
+13%
|
8.32%
|
83.7%
|
6
|
66.67%
|
0.8
|
|
|
7338
|
GeoSphere Capital Management
Miami Beach,
Florida
|
$117M
|
-$67.4M
|
-37%
|
17.7%
|
446%
|
51
|
58.82%
|
0.3
|
|
|
7339
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$117M
|
+$13.6M
|
+13%
|
14.5%
|
–
|
87
|
37.93%
|
1.5
|
|
|
7340
|
Uptown Financial Advisors
Dallas,
Texas
|
$117M
|
+$18.8M
|
+19%
|
8.63%
|
–
|
79
|
16.46%
|
0.4
|
|
|
7341
|
Alpha Advisors
Richmond,
Virginia
|
$117M
|
+$1.88M
|
+2%
|
6.23%
|
–
|
45
|
15.56%
|
0.4
|
|
|
7342
|
TABR Capital Management
Orange,
California
|
$117M
|
+$20.7M
|
+22%
|
7.45%
|
–
|
46
|
43.48%
|
0.3
|
|
|
7343
|
Marvin & Palmer Associates
Wilmington,
Delaware
|
$117M
|
+$49.7M
|
+74%
|
24.1%
|
392%
|
40
|
62.5%
|
0.3
|
|
|
7344
|
International Private Wealth Advisors
San Diego,
California
|
$117M
|
+$12.2M
|
+12%
|
6.77%
|
–
|
185
|
29.19%
|
0.9
|
|
|
7345
|
Warm Springs Advisors
Larkspur,
California
|
$117M
|
+$17M
|
+17%
|
29.7%
|
–
|
50
|
10%
|
0.5
|
|
|
7346
|
PCG Asset Management
Gladstone,
New Jersey
|
$116M
|
+$9.44M
|
+9%
|
7.96%
|
–
|
78
|
10.26%
|
0.5
|
|
|
7347
|
Woodside Wealth Management
Framingham,
Massachusetts
|
$116M
|
+$8.33M
|
+8%
|
7.24%
|
–
|
77
|
1.3%
|
0.2
|
|
|
7348
|
Signal Tree Financial Partners
Copley,
Ohio
|
$116M
|
+$16.4M
|
+16%
|
7.28%
|
–
|
51
|
23.53%
|
0.4
|
|
|
7349
|
Vista Finance
Clayton,
Missouri
|
$116M
|
+$810K
|
+0.7%
|
5%
|
47%
|
59
|
16.95%
|
0.9
|
|
|
7350
|
Reyes Financial Architecture
San Diego,
California
|
$116M
|
-$19.9M
|
-15%
|
9.16%
|
–
|
372
|
36.02%
|
0.4
|
|