|
7426
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$109M
|
–
|
–
|
0.83%
|
–
|
77
|
–
|
0
|
|
|
7427
|
AtlasMark Financial
Austin,
Texas
|
$109M
|
+$1.23M
|
+1%
|
0.02%
|
–
|
40
|
2.5%
|
3.9
|
|
|
7428
|
DB Fitzpatrick & Co
Boise,
Idaho
|
$109M
|
-$5.24M
|
-5%
|
2.38%
|
42.7%
|
91
|
10.99%
|
2.1
|
|
|
7429
|
Foresite Capital Management IV
Larkspur,
California
|
$109M
|
-$44.2M
|
-29%
|
9.15%
|
151%
|
5
|
20%
|
3.1
|
|
|
7430
|
Flywheel Private Wealth
Los Altos,
California
|
$109M
|
–
|
–
|
1.41%
|
–
|
82
|
–
|
0
|
|
|
7431
|
Cooksen Wealth
The Woodlands,
Texas
|
$109M
|
+$1.76M
|
+2%
|
0.57%
|
70.7%
|
45
|
2.22%
|
1
|
|
|
7432
|
Cypress Advisory Group
Scottsdale,
Arizona
|
$109M
|
–
|
–
|
0.89%
|
–
|
60
|
–
|
0
|
|
|
7433
|
Coign Capital Advisors
Draper,
Utah
|
$109M
|
–
|
–
|
0.62%
|
–
|
74
|
–
|
0
|
|
|
7434
|
Forefront Wealth Management
Malvern,
Pennsylvania
|
$109M
|
–
|
–
|
1.88%
|
–
|
49
|
–
|
1.4
|
|
|
7435
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$109M
|
–
|
–
|
4.36%
|
–
|
686
|
–
|
0
|
|
|
7436
|
Davidson Kahn Capital Management
Sherman Oaks,
California
|
$109M
|
–
|
–
|
4.07%
|
–
|
54
|
–
|
0
|
|
|
7437
|
RPO LLC
Stamford,
Connecticut
|
$108M
|
-$16.3M
|
-13%
|
17.9%
|
66.2%
|
87
|
64.37%
|
0.3
|
|
|
7438
|
Revisor Wealth Management
Akron,
Ohio
|
$108M
|
-$51.6M
|
-32%
|
0.21%
|
72%
|
182
|
36.26%
|
1.4
|
|
|
7439
|
Carbahal Olsen Financial Services Group
Davis,
California
|
$108M
|
–
|
–
|
0.58%
|
–
|
34
|
–
|
0
|
|
|
7440
|
Dilation Capital Management
New York
|
$108M
|
–
|
–
|
8.08%
|
–
|
20
|
–
|
0
|
|
|
7441
|
Amara Financial
San Francisco,
California
|
$108M
|
+$3.85M
|
+4%
|
0.36%
|
–
|
47
|
10.64%
|
0.2
|
|
|
7442
|
EntreWealth
Austin,
Texas
|
$108M
|
–
|
–
|
2.24%
|
–
|
58
|
–
|
0
|
|
|
7443
|
|
$108M
|
–
|
–
|
2.37%
|
–
|
22
|
–
|
0
|
|
|
7444
|
Stephen J. Garry & Associates
Garden City,
New York
|
$108M
|
+$3.09M
|
+3%
|
1.51%
|
67.2%
|
45
|
13.33%
|
0.8
|
|
|
7445
|
Bolthouse Investments
Bakersfield,
California
|
$108M
|
–
|
–
|
4.78%
|
–
|
79
|
–
|
0
|
|
|
7446
|
Life Planning Partners
Jacksonville,
Florida
|
$108M
|
-$3.86M
|
-3%
|
1.95%
|
50.3%
|
61
|
4.92%
|
2.6
|
|
|
7447
|
Wilmar Advisors
Juno Beach,
Florida
|
$108M
|
–
|
–
|
5.4%
|
–
|
16
|
–
|
0
|
|
|
7448
|
Rik Saylor Financial
Fairfield,
Ohio
|
$108M
|
–
|
–
|
1.26%
|
–
|
79
|
–
|
0
|
|
|
7449
|
IMG Wealth Management
Jacksonville,
Florida
|
$108M
|
–
|
–
|
1.18%
|
–
|
258
|
–
|
0
|
|
|
7450
|
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
|
$108M
|
+$8.37M
|
+8%
|
6.83%
|
80.2%
|
43
|
11.63%
|
3.4
|
|