|
7326
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$143M
|
-$1.44M
|
-1%
|
2.39%
|
–
|
57
|
17.54%
|
0.8
|
|
|
7327
|
Durante & Waters
Brewster,
New York
|
$143M
|
+$7.41M
|
+5%
|
2.88%
|
59.1%
|
33
|
3.03%
|
1.8
|
|
|
7328
|
Blodgett Wealth Advisors
Concord,
California
|
$143M
|
-$1.9M
|
-1%
|
4.03%
|
150%
|
66
|
10.61%
|
3
|
|
|
7329
|
Cornerstone Financial Group
Omaha,
Nebraska
|
$143M
|
+$14.1M
|
+11%
|
1.06%
|
–
|
73
|
6.85%
|
0.9
|
|
|
7330
|
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
|
$143M
|
+$9.9M
|
+7%
|
6.59%
|
–
|
32
|
12.5%
|
1.5
|
|
|
7331
|
bLong Financial
Memphis,
Tennessee
|
$143M
|
-$218K
|
-0.2%
|
5.54%
|
–
|
80
|
12.5%
|
0.9
|
|
|
7332
|
WealthTrust Asset Management
Destin,
Florida
|
$143M
|
-$1.13M
|
-0.8%
|
4.02%
|
102%
|
89
|
19.1%
|
2
|
|
|
7333
|
Copos Capital
Luxembourg,
|
$143M
|
–
|
–
|
1.57%
|
–
|
45
|
–
|
0
|
|
|
7334
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
$143M
|
+$6.72M
|
+5%
|
2.83%
|
–
|
128
|
21.09%
|
0.7
|
|
|
7335
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$143M
|
-$36.9M
|
-21%
|
1.91%
|
61.3%
|
44
|
18.18%
|
2.4
|
|
|
7336
|
Black Maple Capital Management
Milwaukee,
Wisconsin
|
$143M
|
-$63.5M
|
-31%
|
1.05%
|
35.7%
|
114
|
42.98%
|
1
|
|
|
7337
|
Yorktown Energy Partners XI
New York
|
$143M
|
-$52M
|
-27%
|
26.4%
|
105%
|
4
|
25%
|
4
|
|
|
7338
|
Fosse Capital Partners
London,
United Kingdom
|
$143M
|
-$21.9M
|
-13%
|
6.54%
|
80%
|
2
|
0%
|
5
|
|
|
7339
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$143M
|
+$4.71M
|
+3%
|
3.49%
|
–
|
63
|
4.76%
|
0.8
|
|
|
7340
|
Spear Advisors
East Hampton,
New York
|
$143M
|
–
|
–
|
14.9%
|
–
|
21
|
–
|
0
|
|
|
7341
|
Guided Capital Wealth Management
Houston,
Texas
|
$143M
|
+$26M
|
+22%
|
5.02%
|
–
|
42
|
30.95%
|
0.7
|
|
|
7342
|
Safir Wealth Advisors
Greenland,
New Hampshire
|
$143M
|
+$1.05M
|
+0.7%
|
1.5%
|
52.1%
|
17
|
5.88%
|
3.4
|
|
|
7343
|
Pin Oak Investment Advisors
Houston,
Texas
|
$143M
|
+$2.54M
|
+2%
|
0.92%
|
62.7%
|
530
|
11.51%
|
4.1
|
|
|
7344
|
Brown University
Providence,
Rhode Island
|
$143M
|
-$26.5M
|
-16%
|
8.24%
|
40.1%
|
10
|
20%
|
2.3
|
|
|
7345
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$142M
|
+$14.4M
|
+11%
|
3.97%
|
96.8%
|
412
|
16.99%
|
3.5
|
|
|
7346
|
TME Financial
Huntington Beach,
California
|
$142M
|
+$8.89M
|
+7%
|
0.82%
|
–
|
79
|
13.92%
|
0.9
|
|
|
7347
|
Asset Planning Inc
Cypress,
California
|
$142M
|
+$4.13M
|
+3%
|
5.01%
|
–
|
305
|
7.21%
|
0.9
|
|
|
7348
|
Gladwyn Financial Advisors
Chantilly,
Virginia
|
$142M
|
+$2.98M
|
+2%
|
0.43%
|
–
|
87
|
2.3%
|
0.5
|
|
|
7349
|
Synergy Financial Group
San Ramon,
California
|
$142M
|
-$5.98M
|
-4%
|
0.3%
|
133%
|
119
|
6.72%
|
2.5
|
|
|
7350
|
Brandywine Asset Management
Thornton,
Pennsylvania
|
$142M
|
–
|
–
|
2.29%
|
–
|
15
|
–
|
0
|
|