|
7376
|
DKM Wealth Management
Stockton,
California
|
$153M
|
+$14.3M
|
+10%
|
11.7%
|
–
|
78
|
5.13%
|
|
|
7377
|
Capital Squared Financial
Rockville,
Maryland
|
$153M
|
+$22M
|
+17%
|
15.7%
|
–
|
90
|
8.89%
|
|
|
7378
|
Goldenstone Wealth Management
El Dorado Hills,
California
|
$153M
|
+$15.4M
|
+11%
|
28.1%
|
–
|
93
|
22.58%
|
|
|
7379
|
Lane Brothers & Co
Prescott,
Arizona
|
$153M
|
+$15.6M
|
+11%
|
8.58%
|
–
|
96
|
14.58%
|
|
|
7380
|
Trace Wealth Advisors
Los Angeles,
California
|
$153M
|
+$19.4M
|
+15%
|
13.5%
|
–
|
72
|
12.5%
|
|
|
7381
|
Allium Financial Advisors
Lake Oswego,
Oregon
|
$153M
|
+$28M
|
+22%
|
20.2%
|
–
|
86
|
15.12%
|
|
|
7382
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$153M
|
+$842K
|
+0.6%
|
0.41%
|
4.83%
|
6
|
0%
|
|
|
7383
|
Crestwood Capital Management
New York
|
$153M
|
+$7.14M
|
+5%
|
46.6%
|
203%
|
16
|
6.25%
|
|
|
7384
|
Durante & Waters
Brewster,
New York
|
$153M
|
+$14.5M
|
+10%
|
10.1%
|
–
|
31
|
0%
|
|
|
7385
|
|
$152M
|
-$2.47M
|
-2%
|
2.5%
|
17.9%
|
17
|
5.88%
|
|
|
7386
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$152M
|
+$14.2M
|
+10%
|
21.2%
|
44.2%
|
199
|
62.31%
|
|
|
7387
|
Hedges Asset Management
Reno,
Nevada
|
$152M
|
–
|
–
|
12%
|
–
|
108
|
–
|
|
|
7388
|
Madrid Wealth Management
Albuquerque,
New Mexico
|
$152M
|
+$19.9M
|
+15%
|
11.9%
|
–
|
72
|
5.56%
|
|
|
7389
|
Caldwell Investment Management
Toronto,
Ontario, Canada
|
$152M
|
-$103M
|
-40%
|
3.29%
|
162%
|
68
|
67.65%
|
|
|
7390
|
Phoenix Asset Management Partners
London,
|
$152M
|
+$19.6M
|
+15%
|
8.51%
|
–
|
12
|
16.67%
|
|
|
7391
|
Redwood Park Advisors
Redwood City,
California
|
$152M
|
+$2.09M
|
+1%
|
3.16%
|
–
|
361
|
11.36%
|
|
|
7392
|
Clayton Partners
Berkeley,
California
|
$152M
|
+$14.6M
|
+11%
|
10.7%
|
109%
|
50
|
36%
|
|
|
7393
|
Tannin Capital
Charlotte,
North Carolina
|
$152M
|
+$14.4M
|
+10%
|
14.7%
|
–
|
179
|
20.67%
|
|
|
7394
|
CRCM LP
San Francisco,
California
|
$152M
|
+$10.9M
|
+8%
|
15.6%
|
–
|
15
|
53.33%
|
|
|
7395
|
IF Advisors
San Antonio,
Texas
|
$152M
|
+$10.7M
|
+8%
|
9.95%
|
–
|
60
|
11.67%
|
|
|
7396
|
Moulton Wealth Management
Spokane,
Washington
|
$152M
|
+$5.2M
|
+4%
|
8.63%
|
47.1%
|
83
|
57.83%
|
|
|
7397
|
Chung Wu Investment Group
Sugar Land,
Texas
|
$152M
|
+$36M
|
+31%
|
44.7%
|
–
|
315
|
27.94%
|
|
|
7398
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$152M
|
+$12M
|
+9%
|
10.9%
|
–
|
86
|
17.44%
|
|
|
7399
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$152M
|
+$10.6M
|
+7%
|
13.1%
|
60.6%
|
135
|
8.89%
|
|
|
7400
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$152M
|
+$10.7M
|
+8%
|
10.2%
|
75.5%
|
87
|
8.05%
|
|