|
7501
|
CM Management
Gulf Breeze,
Florida
|
$120M
|
+$996K
|
+0.8%
|
2.99%
|
141%
|
79
|
31.65%
|
|
|
7502
|
Commons Capital
Needham,
Massachusetts
|
$120M
|
-$29.6M
|
-20%
|
1.39%
|
138%
|
126
|
43.65%
|
|
|
7503
|
Yorktown Management & Research Company
Forest,
Virginia
|
$120M
|
-$5.54M
|
-4%
|
5.86%
|
223%
|
254
|
29.53%
|
|
|
7504
|
Integrated Wealthcare
Durham,
North Carolina
|
$120M
|
+$594K
|
+0.5%
|
1.28%
|
–
|
29
|
6.9%
|
|
|
7505
|
Ball & Co Wealth Management
Franklin,
Tennessee
|
$120M
|
-$35.8M
|
-23%
|
2.36%
|
–
|
90
|
26.67%
|
|
|
7506
|
WealthPoint Financial
Cramerton,
North Carolina
|
$119M
|
+$4.54M
|
+4%
|
0.76%
|
–
|
129
|
15.5%
|
|
|
7507
|
Clio Asset Management
Charlottesville,
Virginia
|
$119M
|
-$9.44M
|
-7%
|
0.81%
|
70%
|
19
|
42.11%
|
|
|
7508
|
Lubar & Co
Milwaukee,
Wisconsin
|
$119M
|
-$15.2M
|
-11%
|
10.9%
|
–
|
3
|
0%
|
|
|
7509
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$119M
|
-$2.13M
|
-2%
|
0.56%
|
29.8%
|
64
|
4.69%
|
|
|
7510
|
Marrick Wealth
Irvine,
California
|
$119M
|
-$3.25M
|
-3%
|
0.04%
|
–
|
58
|
15.52%
|
|
|
7511
|
Valor Advisors
Miami,
Florida
|
$119M
|
-$1.11M
|
-0.9%
|
3.02%
|
–
|
36
|
2.78%
|
|
|
7512
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$119M
|
+$1.86M
|
+2%
|
1.17%
|
–
|
455
|
10.33%
|
|
|
7513
|
Tao Capital Management
San Francisco,
California
|
$119M
|
+$2.65M
|
+2%
|
9.59%
|
356%
|
8
|
0%
|
|
|
7514
|
Schaeffer Financial
Rockville,
Maryland
|
$119M
|
+$4.21M
|
+4%
|
0.57%
|
–
|
25
|
16%
|
|
|
7515
|
M Wealth Management LLC
San Diego,
California
|
$119M
|
+$3.89M
|
+3%
|
0.68%
|
–
|
56
|
16.07%
|
|
|
7516
|
McCartney Wealth Management
Clayton,
Missouri
|
$119M
|
+$2.89M
|
+2%
|
1.39%
|
–
|
65
|
6.15%
|
|
|
7517
|
Hudson Portfolio Management
Garrison,
New York
|
$119M
|
+$2.57M
|
+2%
|
1.69%
|
–
|
113
|
6.19%
|
|
|
7518
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$119M
|
-$18M
|
-13%
|
3.79%
|
105%
|
96
|
22.92%
|
|
|
7519
|
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
|
$119M
|
+$3.07M
|
+3%
|
0.06%
|
–
|
178
|
17.98%
|
|
|
7520
|
Kane Co Wealth Management
Johnston,
Iowa
|
$119M
|
+$5.19M
|
+5%
|
1.54%
|
–
|
54
|
12.96%
|
|
|
7521
|
Keenan LLC
Boston,
Massachusetts
|
$119M
|
+$4.81M
|
+4%
|
2.45%
|
–
|
42
|
2.38%
|
|
|
7522
|
ClientFirst Wealth Management
Little Rock,
Arkansas
|
$118M
|
-$6.07M
|
-5%
|
4.62%
|
–
|
52
|
7.69%
|
|
|
7523
|
Worldly Partners Management
Needham,
Massachusetts
|
$118M
|
-$15.7M
|
-12%
|
3.01%
|
19.9%
|
3
|
0%
|
|
|
7524
|
Washington Capital Management
Seattle,
Washington
|
$118M
|
-$4.82M
|
-4%
|
0.11%
|
76.9%
|
123
|
27.64%
|
|
|
7525
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$118M
|
-$2.17M
|
-2%
|
2.34%
|
–
|
121
|
9.92%
|
|