|
7401
|
Concorde Financial
Dallas,
Texas
|
$129M
|
-$51.4M
|
-28%
|
3.66%
|
85.6%
|
37
|
29.73%
|
|
|
7402
|
Trium Capital
London,
United Kingdom
|
$129M
|
-$127M
|
-50%
|
13.5%
|
189%
|
70
|
54.29%
|
|
|
7403
|
Clear Point Advisors
Melville,
New York
|
$129M
|
+$143K
|
+0.1%
|
2.05%
|
–
|
125
|
10.4%
|
|
|
7404
|
Finward Bancorp
Munster,
Indiana
|
$129M
|
-$2.84M
|
-2%
|
1.52%
|
–
|
111
|
10.81%
|
|
|
7405
|
Clio Asset Management
Charlottesville,
Virginia
|
$129M
|
-$5.96M
|
-4%
|
0.52%
|
70%
|
14
|
0%
|
|
|
7406
|
Rahlfs Capital
Lake Kiowa,
Texas
|
$129M
|
+$2.33M
|
+2%
|
2.91%
|
–
|
91
|
10.99%
|
|
|
7407
|
Forty-three Eighteen Advisors
Bentonville,
Arkansas
|
$129M
|
–
|
–
|
6.87%
|
–
|
73
|
–
|
|
|
7408
|
Clear Retirement Advice
San Mateo,
California
|
$129M
|
–
|
–
|
2.27%
|
–
|
53
|
–
|
|
|
7409
|
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
|
$129M
|
-$25.8M
|
-17%
|
7.85%
|
36.3%
|
4
|
0%
|
|
|
7410
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$129M
|
+$7.83M
|
+6%
|
2.31%
|
61.5%
|
125
|
16.8%
|
|
|
7411
|
Northwest Wealth Advisors
Bellingham,
Washington
|
$128M
|
–
|
–
|
1.63%
|
–
|
61
|
–
|
|
|
7412
|
Gunpowder Capital Management
Towson,
Maryland
|
$128M
|
–
|
–
|
3.8%
|
–
|
439
|
–
|
|
|
7413
|
Outbound Financial Inc
Boulder,
Colorado
|
$128M
|
+$5.79M
|
+5%
|
1.36%
|
–
|
42
|
7.14%
|
|
|
7414
|
MFG Wealth Management
Indianapolis,
Indiana
|
$128M
|
-$4.09M
|
-3%
|
0.81%
|
–
|
72
|
31.94%
|
|
|
7415
|
LTG Capital
Newton,
Massachusetts
|
$128M
|
+$1.25M
|
+1%
|
1.3%
|
43.8%
|
28
|
14.29%
|
|
|
7416
|
Stegent Equity Advisors
Houston,
Texas
|
$128M
|
+$5.47M
|
+4%
|
1.73%
|
75.1%
|
129
|
24.81%
|
|
|
7417
|
Rydar Equities
Weatherford,
Texas
|
$128M
|
+$3.48M
|
+3%
|
2.63%
|
–
|
95
|
6.32%
|
|
|
7418
|
Guardian Investment Management
Tiburon,
California
|
$128M
|
+$10.7M
|
+9%
|
4.91%
|
89.7%
|
56
|
1.79%
|
|
|
7419
|
BennBridge
Edinburgh,
United Kingdom
|
$128M
|
-$15M
|
-10%
|
0.16%
|
–
|
7
|
14.29%
|
|
|
7420
|
Capital Squared Financial
Rockville,
Maryland
|
$128M
|
+$12.9M
|
+11%
|
2.33%
|
–
|
83
|
7.23%
|
|
|
7421
|
Momentum Wealth Planning
Estero,
Florida
|
$128M
|
-$317K
|
-0.2%
|
2.46%
|
–
|
49
|
30.61%
|
|
|
7422
|
Richard Young Associates
Augusta,
Georgia
|
$128M
|
–
|
–
|
3.03%
|
–
|
25
|
–
|
|
|
7423
|
Wilmar Advisors
Juno Beach,
Florida
|
$128M
|
+$6.2M
|
+5%
|
7.25%
|
–
|
28
|
21.43%
|
|
|
7424
|
Positano Wealth Management
Hong Kong,
|
$128M
|
–
|
–
|
11.2%
|
–
|
21
|
–
|
|
|
7425
|
Williamson Legacy Group
Carmel,
Indiana
|
$128M
|
-$1.49M
|
-1%
|
18.5%
|
–
|
125
|
48.8%
|
|