|
7401
|
Forefront Wealth Management
Malvern,
Pennsylvania
|
$139M
|
+$3.02M
|
+2%
|
4.99%
|
–
|
79
|
22.78%
|
|
|
7402
|
Financial Life Planners
Tempe,
Arizona
|
$139M
|
-$9.54M
|
-6%
|
0.27%
|
–
|
357
|
82.91%
|
|
|
7403
|
Morey & Quinn Wealth Partners
Omaha,
Nebraska
|
$139M
|
+$3.6M
|
+3%
|
2.13%
|
–
|
132
|
1.52%
|
|
|
7404
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
$139M
|
+$11.6M
|
+9%
|
3.63%
|
66%
|
107
|
7.48%
|
|
|
7405
|
Odyssean LLC
Darien,
Connecticut
|
$139M
|
–
|
–
|
5.12%
|
–
|
254
|
–
|
|
|
7406
|
Vitruvian Partners
London,
United Kingdom
|
$139M
|
-$5.04M
|
-3%
|
2.62%
|
64.3%
|
7
|
0%
|
|
|
7407
|
Willner & Heller
Encino,
California
|
$139M
|
+$8.93M
|
+7%
|
3.3%
|
–
|
172
|
11.05%
|
|
|
7408
|
Madrid Financial Services
Manhattan Beach,
California
|
$139M
|
-$20.8M
|
-13%
|
0.36%
|
–
|
26
|
30.77%
|
|
|
7409
|
Avant Financial Advisors
Austin,
Texas
|
$139M
|
+$6.39M
|
+5%
|
2.02%
|
–
|
68
|
5.88%
|
|
|
7410
|
EIG Asset Management
Washington,
District of Columbia
|
$139M
|
–
|
–
|
3.35%
|
–
|
1
|
–
|
|
|
7411
|
RMR Capital Management
Tustin,
California
|
$139M
|
-$4.22M
|
-3%
|
2.59%
|
–
|
82
|
12.2%
|
|
|
7412
|
Partnership Wealth Management
Towson,
Maryland
|
$139M
|
+$9.09M
|
+7%
|
8.34%
|
–
|
71
|
5.63%
|
|
|
7413
|
TFJ Management
Somerville,
Massachusetts
|
$139M
|
-$9.54M
|
-6%
|
4.75%
|
–
|
11
|
18.18%
|
|
|
7414
|
Prota Financial
Houston,
Texas
|
$139M
|
–
|
–
|
1.83%
|
–
|
67
|
–
|
|
|
7415
|
Shum Financial Group
Alameda,
California
|
$139M
|
+$4.8M
|
+4%
|
2.38%
|
–
|
95
|
4.21%
|
|
|
7416
|
Renaissance Capital
Stamford,
Connecticut
|
$139M
|
-$39.6M
|
-22%
|
5.11%
|
410%
|
41
|
29.27%
|
|
|
7417
|
Aflac Inc
Columbus,
Georgia
|
$139M
|
-$22.7M
|
-14%
|
14%
|
28.8%
|
3
|
0%
|
|
|
7418
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$139M
|
+$3.91M
|
+3%
|
2.88%
|
–
|
857
|
22.87%
|
|
|
7419
|
Lakehouse Capital
Sydney NSW,
Australia
|
$139M
|
-$25M
|
-15%
|
10.2%
|
47.2%
|
15
|
26.67%
|
|
|
7420
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$139M
|
-$9.57M
|
-6%
|
4.15%
|
–
|
461
|
11.93%
|
|
|
7421
|
Persium Advisors
Atlanta,
Georgia
|
$139M
|
+$3.83M
|
+3%
|
1.9%
|
–
|
70
|
20%
|
|
|
7422
|
Leibman Financial Services
Louisville,
Nebraska
|
$139M
|
+$6.86M
|
+5%
|
3.11%
|
–
|
55
|
20%
|
|
|
7423
|
Clayton Partners
Berkeley,
California
|
$138M
|
+$6.6M
|
+5%
|
5.9%
|
109%
|
43
|
27.91%
|
|
|
7424
|
Trace Wealth Advisors
Los Angeles,
California
|
$138M
|
+$4.64M
|
+3%
|
2.96%
|
–
|
72
|
8.33%
|
|
|
7425
|
Beartown Capital Management
Huntington Woods,
Michigan
|
$138M
|
–
|
–
|
10.3%
|
–
|
43
|
–
|
|