|
7501
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$135M
|
–
|
–
|
1.84%
|
–
|
385
|
–
|
|
|
7502
|
Fortress Financial Group
Rochester,
Minnesota
|
$135M
|
+$5.03M
|
+4%
|
2.45%
|
–
|
87
|
12.64%
|
|
|
7503
|
Clearwave Capital
Upland,
California
|
$135M
|
–
|
–
|
3.31%
|
–
|
138
|
–
|
|
|
7504
|
B Group Inc
Dallas,
Texas
|
$135M
|
-$514K
|
-0.4%
|
85.2%
|
–
|
22
|
36.36%
|
|
|
7505
|
Womack Financial
Dallas,
Texas
|
$135M
|
+$3.66M
|
+3%
|
3.61%
|
–
|
70
|
8.57%
|
|
|
7506
|
Winnow Wealth
Waco,
Texas
|
$135M
|
+$7.64M
|
+6%
|
1.25%
|
–
|
662
|
24.62%
|
|
|
7507
|
Platt Investment Counsel
Lake Mary,
Florida
|
$135M
|
+$8.36M
|
+7%
|
1.34%
|
58.9%
|
13
|
15.38%
|
|
|
7508
|
CVS Health
Woonsocket,
Rhode Island
|
$135M
|
+$32.4M
|
+32%
|
1.72%
|
48.7%
|
9
|
66.67%
|
|
|
7509
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$135M
|
-$1.12M
|
-0.8%
|
1.58%
|
60.9%
|
130
|
6.92%
|
|
|
7510
|
EMG Holdings
Old Greenwich,
Connecticut
|
$135M
|
-$131M
|
-49%
|
3.39%
|
4.17%
|
40
|
67.5%
|
|
|
7511
|
|
$135M
|
-$1.94M
|
-1%
|
3.11%
|
70.4%
|
43
|
11.63%
|
|
|
7512
|
Bright Futures Wealth Management
Webster, Ny 14580,
New York
|
$135M
|
+$7.11M
|
+6%
|
3.93%
|
–
|
173
|
23.12%
|
|
|
7513
|
Cushing Capital Partners
Delafield,
Wisconsin
|
$135M
|
+$7.34M
|
+6%
|
2.91%
|
–
|
89
|
8.99%
|
|
|
7514
|
Global Trust Wealth Management
West Palm Beach,
Florida
|
$135M
|
–
|
–
|
2.25%
|
–
|
85
|
–
|
|
|
7515
|
Maytree Asset Management
Hong Kong
|
$135M
|
+$23.7M
|
+21%
|
19.3%
|
402%
|
20
|
60%
|
|
|
7516
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$135M
|
–
|
–
|
4.55%
|
–
|
212
|
–
|
|
|
7517
|
Guild Investment Management
Los Angeles,
California
|
$135M
|
+$8.88M
|
+7%
|
1.65%
|
101%
|
58
|
29.31%
|
|
|
7518
|
Dalton Investments
Las Vegas,
Nevada
|
$135M
|
-$14.4M
|
-10%
|
1.33%
|
95.1%
|
20
|
15%
|
|
|
7519
|
Camelot Technology Advisors
San Francisco,
California
|
$135M
|
+$8.77M
|
+7%
|
3.34%
|
–
|
58
|
3.45%
|
|
|
7520
|
WPG Advisers
Baltimore,
Maryland
|
$135M
|
+$5.79M
|
+4%
|
2.09%
|
–
|
1,538
|
10.14%
|
|
|
7521
|
Lauer Wealth
Valparaiso,
Indiana
|
$135M
|
-$5.25M
|
-4%
|
0.12%
|
75.5%
|
75
|
28%
|
|
|
7522
|
Entrust Financial
Wayne,
Pennsylvania
|
$135M
|
–
|
–
|
2.16%
|
–
|
420
|
–
|
|
|
7523
|
Peterson Wealth Management
Sparks,
Nevada
|
$135M
|
-$9.72M
|
-7%
|
1.4%
|
78%
|
46
|
26.09%
|
|
|
7524
|
Flax Pond Capital
Falmouth,
Massachusetts
|
$135M
|
–
|
–
|
6.35%
|
–
|
51
|
–
|
|
|
7525
|
Kids Capital Management
Los Angeles,
California
|
$134M
|
+$3.85M
|
+3%
|
2.78%
|
–
|
14
|
14.29%
|
|