|
7401
|
RMR Capital Management
Tustin,
California
|
$139M
|
-$4.22M
|
-3%
|
2.59%
|
–
|
82
|
12.2%
|
|
|
7402
|
Partnership Wealth Management
Towson,
Maryland
|
$139M
|
+$9.09M
|
+7%
|
8.34%
|
–
|
71
|
5.63%
|
|
|
7403
|
TFJ Management
Somerville,
Massachusetts
|
$139M
|
-$9.54M
|
-6%
|
4.75%
|
–
|
11
|
18.18%
|
|
|
7404
|
Prota Financial
Houston,
Texas
|
$139M
|
–
|
–
|
1.83%
|
–
|
67
|
–
|
|
|
7405
|
Shum Financial Group
Alameda,
California
|
$139M
|
+$4.8M
|
+4%
|
2.38%
|
–
|
95
|
4.21%
|
|
|
7406
|
Renaissance Capital
Stamford,
Connecticut
|
$139M
|
-$39.6M
|
-22%
|
5.11%
|
410%
|
41
|
29.27%
|
|
|
7407
|
Aflac Inc
Columbus,
Georgia
|
$139M
|
-$22.7M
|
-14%
|
14%
|
28.8%
|
3
|
0%
|
|
|
7408
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$139M
|
+$3.91M
|
+3%
|
2.88%
|
–
|
857
|
22.87%
|
|
|
7409
|
Lakehouse Capital
Sydney NSW,
Australia
|
$139M
|
-$25M
|
-15%
|
10.2%
|
47.2%
|
15
|
26.67%
|
|
|
7410
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$139M
|
-$9.57M
|
-6%
|
4.15%
|
–
|
461
|
11.93%
|
|
|
7411
|
Persium Advisors
Atlanta,
Georgia
|
$139M
|
+$3.83M
|
+3%
|
1.9%
|
–
|
70
|
20%
|
|
|
7412
|
Leibman Financial Services
Louisville,
Nebraska
|
$139M
|
+$6.86M
|
+5%
|
3.11%
|
–
|
55
|
20%
|
|
|
7413
|
Clayton Partners
Berkeley,
California
|
$138M
|
+$6.6M
|
+5%
|
5.9%
|
109%
|
43
|
27.91%
|
|
|
7414
|
Trace Wealth Advisors
Los Angeles,
California
|
$138M
|
+$4.64M
|
+3%
|
2.96%
|
–
|
72
|
8.33%
|
|
|
7415
|
Beartown Capital Management
Huntington Woods,
Michigan
|
$138M
|
–
|
–
|
10.3%
|
–
|
43
|
–
|
|
|
7416
|
Polaris Investment Advisors
Framingham,
Massachusetts
|
$138M
|
–
|
–
|
3.48%
|
–
|
73
|
–
|
|
|
7417
|
Diamant Asset Management
Ridgefield,
Connecticut
|
$138M
|
+$2.56M
|
+2%
|
4.12%
|
66.9%
|
73
|
5.48%
|
|
|
7418
|
BAM Wealth Management
Lakewood,
Colorado
|
$138M
|
+$9.17M
|
+7%
|
2.4%
|
–
|
178
|
28.65%
|
|
|
7419
|
Elser Financial Planning
Indianapolis,
Indiana
|
$138M
|
+$55.3M
|
+67%
|
8.73%
|
–
|
82
|
18.29%
|
|
|
7420
|
IDG China Venture Capital Fund V Associates
Hong Kong
|
$138M
|
-$19.7M
|
-12%
|
11.4%
|
7.34%
|
1
|
0%
|
|
|
7421
|
AllStreet Capital Advisors
Los Angeles,
California
|
$138M
|
–
|
–
|
0.57%
|
–
|
66
|
–
|
|
|
7422
|
Lane Brothers & Co
Prescott,
Arizona
|
$138M
|
–
|
–
|
1.65%
|
–
|
83
|
–
|
|
|
7423
|
SageOak Financial
Tulsa,
Oklahoma
|
$138M
|
+$2.2M
|
+2%
|
1.32%
|
–
|
33
|
3.03%
|
|
|
7424
|
Reicon Wealth Advisors
Atlanta,
Georgia
|
$138M
|
–
|
–
|
2.12%
|
–
|
59
|
–
|
|
|
7425
|
Oder Investment Management
Woodland Hills,
California
|
$138M
|
-$1.18M
|
-0.8%
|
2.22%
|
97.5%
|
106
|
13.21%
|
|