|
7601
|
Signal Tree Financial Partners
Copley,
Ohio
|
$131M
|
+$4.94M
|
+4%
|
1.8%
|
–
|
49
|
4.08%
|
|
|
7602
|
John S. & James L. Knight Foundation
Miami,
Florida
|
$131M
|
–
|
–
|
1.02%
|
–
|
3
|
–
|
|
|
7603
|
Challenger Wealth Management
Aliso Viejo,
California
|
$131M
|
+$3.2M
|
+2%
|
2.1%
|
–
|
67
|
10.45%
|
|
|
7604
|
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
|
$131M
|
+$6.02M
|
+5%
|
0.9%
|
–
|
51
|
3.92%
|
|
|
7605
|
McAlvany Wealth Management
Durango,
Colorado
|
$131M
|
–
|
–
|
15.7%
|
–
|
40
|
–
|
|
|
7606
|
VUB Generali dochodkova spravcovska spolocnost
Bratislava,
|
$131M
|
–
|
–
|
5.22%
|
–
|
97
|
–
|
|
|
7607
|
Palacios Wealth Management
Ormond Beach,
Florida
|
$131M
|
-$21.2M
|
-14%
|
3.3%
|
–
|
76
|
13.16%
|
|
|
7608
|
Life Planning Partners
Jacksonville,
Florida
|
$131M
|
-$6.37M
|
-5%
|
1.71%
|
–
|
71
|
8.45%
|
|
|
7609
|
PUREfi Wealth
Boston,
Massachusetts
|
$131M
|
+$633K
|
+0.5%
|
2.04%
|
–
|
186
|
23.12%
|
|
|
7610
|
Fjell Capital
Fargo,
North Dakota
|
$130M
|
+$16.9M
|
+15%
|
3.02%
|
–
|
68
|
17.65%
|
|
|
7611
|
LifePlan Financial
Mankato,
Minnesota
|
$130M
|
+$4.18M
|
+3%
|
3.79%
|
–
|
88
|
7.95%
|
|
|
7612
|
Carbahal Olsen Financial Services Group
Davis,
California
|
$130M
|
+$5.64M
|
+5%
|
2.3%
|
–
|
43
|
16.28%
|
|
|
7613
|
University of Pittsburgh
Pittsburgh,
Pennsylvania
|
$130M
|
+$4.61M
|
+4%
|
1.93%
|
69.2%
|
2
|
0%
|
|
|
7614
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$130M
|
+$11.3M
|
+9%
|
2.25%
|
52.9%
|
59
|
0%
|
|
|
7615
|
Vested Financial Planning
San Carlos,
California
|
$130M
|
+$6.57M
|
+5%
|
2%
|
–
|
30
|
0%
|
|
|
7616
|
Dutch Asset Corp
Selkirk,
New York
|
$130M
|
–
|
–
|
6.48%
|
–
|
85
|
–
|
|
|
7617
|
Emmett Investment Management
New York
|
$130M
|
+$2.48M
|
+2%
|
4.89%
|
–
|
26
|
26.92%
|
|
|
7618
|
Centerpoint Advisory Group
Overland Park,
Kansas
|
$130M
|
+$1.34M
|
+1%
|
1.31%
|
–
|
111
|
6.31%
|
|
|
7619
|
WHI Trust
Chicago,
Illinois
|
$130M
|
–
|
–
|
1.91%
|
–
|
94
|
–
|
|
|
7620
|
Family Legacy Financial Solutions
Cary,
North Carolina
|
$130M
|
-$912K
|
-0.7%
|
7.46%
|
–
|
257
|
79.38%
|
|
|
7621
|
Alpha Advisors
Richmond,
Virginia
|
$130M
|
-$3.38M
|
-3%
|
5.14%
|
–
|
50
|
10%
|
|
|
7622
|
Castlefield Investment Partners
Manchester,
|
$130M
|
–
|
–
|
3.64%
|
–
|
36
|
–
|
|
|
7623
|
BXM Wealth
Englewood,
Colorado
|
$130M
|
+$24.1M
|
+23%
|
2.14%
|
–
|
156
|
30.13%
|
|
|
7624
|
ATX Financial Planning
Austin,
Texas
|
$130M
|
–
|
–
|
1.04%
|
–
|
87
|
–
|
|
|
7625
|
Stolz & Associates
Tacoma,
Washington
|
$130M
|
–
|
–
|
1.26%
|
–
|
32
|
–
|
|