|
7601
|
Fjell Capital
Fargo,
North Dakota
|
$130M
|
+$16.9M
|
+15%
|
3.02%
|
–
|
68
|
17.65%
|
|
|
7602
|
LifePlan Financial
Mankato,
Minnesota
|
$130M
|
+$4.18M
|
+3%
|
3.79%
|
–
|
88
|
7.95%
|
|
|
7603
|
Carbahal Olsen Financial Services Group
Davis,
California
|
$130M
|
+$5.64M
|
+5%
|
2.3%
|
–
|
43
|
16.28%
|
|
|
7604
|
University of Pittsburgh
Pittsburgh,
Pennsylvania
|
$130M
|
+$4.61M
|
+4%
|
1.93%
|
69.2%
|
2
|
0%
|
|
|
7605
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$130M
|
+$11.3M
|
+9%
|
2.25%
|
52.9%
|
59
|
0%
|
|
|
7606
|
Vested Financial Planning
San Carlos,
California
|
$130M
|
+$6.57M
|
+5%
|
2%
|
–
|
30
|
0%
|
|
|
7607
|
Dutch Asset Corp
Selkirk,
New York
|
$130M
|
–
|
–
|
6.48%
|
–
|
85
|
–
|
|
|
7608
|
Emmett Investment Management
New York
|
$130M
|
+$2.48M
|
+2%
|
4.89%
|
–
|
26
|
26.92%
|
|
|
7609
|
Centerpoint Advisory Group
Overland Park,
Kansas
|
$130M
|
+$1.34M
|
+1%
|
1.31%
|
–
|
111
|
6.31%
|
|
|
7610
|
WHI Trust
Chicago,
Illinois
|
$130M
|
–
|
–
|
1.91%
|
–
|
94
|
–
|
|
|
7611
|
Family Legacy Financial Solutions
Cary,
North Carolina
|
$130M
|
-$912K
|
-0.7%
|
7.46%
|
–
|
257
|
79.38%
|
|
|
7612
|
Alpha Advisors
Richmond,
Virginia
|
$130M
|
-$3.38M
|
-3%
|
5.14%
|
–
|
50
|
10%
|
|
|
7613
|
Castlefield Investment Partners
Manchester,
|
$130M
|
–
|
–
|
3.64%
|
–
|
36
|
–
|
|
|
7614
|
BXM Wealth
Englewood,
Colorado
|
$130M
|
+$24.1M
|
+23%
|
2.14%
|
–
|
156
|
30.13%
|
|
|
7615
|
ATX Financial Planning
Austin,
Texas
|
$130M
|
–
|
–
|
1.04%
|
–
|
87
|
–
|
|
|
7616
|
Stolz & Associates
Tacoma,
Washington
|
$130M
|
–
|
–
|
1.26%
|
–
|
32
|
–
|
|
|
7617
|
Mustico Financial Group
Elmira,
New York
|
$130M
|
+$31M
|
+31%
|
3.15%
|
–
|
45
|
17.78%
|
|
|
7618
|
Midwest Financial Network
Tinley Park,
Illinois
|
$130M
|
+$6.39M
|
+5%
|
1.37%
|
–
|
72
|
16.67%
|
|
|
7619
|
Clifford Group
Wayland,
Massachusetts
|
$129M
|
+$1.09M
|
+0.9%
|
2.38%
|
67.9%
|
83
|
10.84%
|
|
|
7620
|
K2 Financial
Glendora,
California
|
$129M
|
+$4.91M
|
+4%
|
1.11%
|
–
|
58
|
0%
|
|
|
7621
|
Diker Management
New York
|
$129M
|
+$5.49M
|
+4%
|
15.3%
|
210%
|
46
|
28.26%
|
|
|
7622
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$129M
|
-$4.37M
|
-3%
|
0.19%
|
69.4%
|
87
|
32.18%
|
|
|
7623
|
WLTH Capital Management
Chandler,
Arizona
|
$129M
|
–
|
–
|
1%
|
–
|
26
|
–
|
|
|
7624
|
Miramar Fiduciary Corp
Reno,
Nevada
|
$129M
|
+$1.77M
|
+1%
|
6.62%
|
–
|
5
|
0%
|
|
|
7625
|
Warm Springs Advisors
Larkspur,
California
|
$129M
|
-$2.41M
|
-2%
|
0.52%
|
–
|
51
|
13.73%
|
|