|
7601
|
Kinney Asset Management
Chicago,
Illinois
|
$100M
|
-$6.68M
|
-6%
|
2.78%
|
10.1%
|
4
|
0%
|
|
|
7602
|
MY Wealth Management
Germantown,
Maryland
|
$100M
|
+$1.56M
|
+2%
|
2.23%
|
36.1%
|
27
|
7.41%
|
|
|
7603
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$100M
|
-$4.26M
|
-4%
|
1.49%
|
82%
|
201
|
15.92%
|
|
|
7604
|
|
$100M
|
–
|
–
|
4.47%
|
–
|
19
|
–
|
|
|
7605
|
BTS Asset Management
Lincoln,
Massachusetts
|
$100M
|
-$4.81M
|
-5%
|
2.1%
|
8.8%
|
52
|
71.15%
|
|
|
7606
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$100M
|
+$1.32M
|
+1%
|
2.98%
|
66.3%
|
44
|
11.36%
|
|
|
7607
|
Phil A. Younker & Associates
Fairbanks,
Alaska
|
$100M
|
–
|
–
|
1.76%
|
–
|
28
|
–
|
|
|
7608
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$100M
|
+$10.7M
|
+12%
|
1.68%
|
–
|
88
|
20.45%
|
|
|
7609
|
Sellaronda Global Management
New York
|
$100M
|
–
|
–
|
24.1%
|
–
|
13
|
–
|
|
|
7610
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$99.9M
|
–
|
–
|
0.93%
|
–
|
78
|
–
|
|
|
7611
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$99.9M
|
-$989K
|
-1%
|
1.82%
|
69.7%
|
132
|
12.12%
|
|
|
7612
|
Agincourt Capital Management
Richmond,
Virginia
|
$99.9M
|
-$2.46M
|
-2%
|
2.68%
|
0.36%
|
3
|
0%
|
|
|
7613
|
4Wealth Advisors
Burr Ridge,
Illinois
|
$99.8M
|
–
|
–
|
0.05%
|
–
|
143
|
–
|
|
|
7614
|
LWM Advisors
El Dorado Hills,
California
|
$99.6M
|
–
|
–
|
0.57%
|
–
|
25
|
–
|
|
|
7615
|
ArborFi Advisors
Ann Arbor,
Michigan
|
$99.6M
|
–
|
–
|
0.32%
|
–
|
45
|
–
|
|
|
7616
|
Intrinsic Value Partners
Phoenix,
Arizona
|
$99.6M
|
-$363K
|
-0.4%
|
4.43%
|
126%
|
62
|
4.84%
|
|
|
7617
|
Golden Bell Financial Planning
Alpharetta,
Georgia
|
$99.5M
|
–
|
–
|
4.52%
|
–
|
34
|
–
|
|
|
7618
|
Acuta Capital Partners
Redwood City,
California
|
$99.4M
|
-$24.1M
|
-19%
|
81.8%
|
7,269%
|
49
|
36.73%
|
|
|
7619
|
Santa Clara Valley Transportation Authority
San Jose,
California
|
$99.4M
|
-$5.05M
|
-5%
|
4.73%
|
–
|
4
|
0%
|
|
|
7620
|
Fiduciary Advisors Inc
St. Louis,
Missouri
|
$99.4M
|
–
|
–
|
2.4%
|
–
|
99
|
–
|
|
|
7621
|
Kennebec Savings Bank
Augusta,
Maine
|
$99.3M
|
-$1.8M
|
-2%
|
1.83%
|
–
|
280
|
15.71%
|
|
|
7622
|
BG Investment Services
Hagatna,
Guam
|
$99.3M
|
–
|
–
|
1.14%
|
–
|
29
|
–
|
|
|
7623
|
Chung Wu Investment Group
Sugar Land,
Texas
|
$99.3M
|
–
|
–
|
7.96%
|
–
|
77
|
–
|
|
|
7624
|
Macroview Investment Management
Bethesda,
Maryland
|
$99.3M
|
-$3.05M
|
-3%
|
0.52%
|
67.2%
|
586
|
86.35%
|
|
|
7625
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$99.3M
|
+$296K
|
+0.3%
|
1.49%
|
52.9%
|
51
|
5.88%
|
|