|
7676
|
Guardian Investment Management
Tiburon,
California
|
$128M
|
+$10.7M
|
+9%
|
4.91%
|
103%
|
56
|
1.79%
|
6.9
|
|
|
7677
|
BennBridge
Edinburgh,
United Kingdom
|
$128M
|
-$15M
|
-10%
|
0.16%
|
–
|
7
|
14.29%
|
0.6
|
|
|
7678
|
Capital Squared Financial
Rockville,
Maryland
|
$128M
|
+$12.9M
|
+11%
|
2.33%
|
–
|
83
|
7.23%
|
0.4
|
|
|
7679
|
Momentum Wealth Planning
Estero,
Florida
|
$128M
|
-$317K
|
-0.2%
|
2.46%
|
–
|
49
|
30.61%
|
0.4
|
|
|
7680
|
Richard Young Associates
Augusta,
Georgia
|
$128M
|
–
|
–
|
3.03%
|
–
|
25
|
–
|
0
|
|
|
7681
|
Wilmar Advisors
Juno Beach,
Florida
|
$128M
|
+$6.2M
|
+5%
|
7.25%
|
–
|
28
|
21.43%
|
0.6
|
|
|
7682
|
SBI Holdings USA
Santa Clara,
California
|
$128M
|
–
|
–
|
40.2%
|
–
|
1
|
–
|
0
|
|
|
7683
|
Positano Wealth Management
Hong Kong,
|
$128M
|
–
|
–
|
11.2%
|
–
|
21
|
–
|
0
|
|
|
7684
|
Williamson Legacy Group
Carmel,
Indiana
|
$128M
|
-$1.49M
|
-1%
|
18.5%
|
–
|
125
|
48.8%
|
0.6
|
|
|
7685
|
Makaira Partners
La Jolla,
California
|
$128M
|
-$66.8M
|
-34%
|
10.9%
|
22%
|
12
|
8.33%
|
3.7
|
|
|
7686
|
Harbour Wealth Management Group
Daniel Island,
South Carolina
|
$128M
|
–
|
–
|
4.13%
|
–
|
91
|
–
|
0
|
|
|
7687
|
Benningfield Financial Advisors
San Francisco,
California
|
$128M
|
+$1.02M
|
+0.8%
|
1.1%
|
–
|
19
|
10.53%
|
0.8
|
|
|
7688
|
|
$128M
|
–
|
–
|
2.24%
|
–
|
9
|
–
|
0
|
|
|
7689
|
Mozayyx Management
Austin,
Texas
|
$127M
|
–
|
–
|
54.4%
|
–
|
11
|
–
|
0
|
|
|
7690
|
Reliant Investment Partners
Pinehurst,
North Carolina
|
$127M
|
-$201K
|
-0.2%
|
2.24%
|
–
|
115
|
11.3%
|
0.9
|
|
|
7691
|
Aegis Wealth Management (Iowa)
Guthrie Center,
Iowa
|
$127M
|
–
|
–
|
2.22%
|
–
|
101
|
–
|
0
|
|
|
7692
|
VanWeelden Wealth Management
West Chester Township,
Ohio
|
$127M
|
+$5.76M
|
+5%
|
0.49%
|
–
|
22
|
18.18%
|
1
|
|
|
7693
|
ASL Financial
Los Gatos,
California
|
$127M
|
–
|
–
|
2.83%
|
–
|
94
|
–
|
0
|
|
|
7694
|
Outfitter Financial
Brunswick,
Maine
|
$127M
|
+$3.46M
|
+3%
|
3.34%
|
97.6%
|
79
|
6.33%
|
3.3
|
|
|
7695
|
Orca Investment Management
Roseburg,
Oregon
|
$127M
|
+$4.85M
|
+4%
|
9.98%
|
139%
|
61
|
4.92%
|
7.8
|
|
|
7696
|
Core Wealth Advisors (Indiana)
Indianapolis,
Indiana
|
$127M
|
–
|
–
|
1.58%
|
–
|
32
|
–
|
0
|
|
|
7697
|
Poinciana Advisors Group
Palm Beach Gardens,
Florida
|
$127M
|
+$8.37M
|
+7%
|
3.55%
|
–
|
147
|
21.77%
|
0.7
|
|
|
7698
|
Redstone Wealth Management
Oklahoma City,
Oklahoma
|
$127M
|
–
|
–
|
2.74%
|
–
|
39
|
–
|
0
|
|
|
7699
|
Graver Capital Management
Columbus,
Ohio
|
$127M
|
+$7.9M
|
+7%
|
2.8%
|
–
|
26
|
7.69%
|
1
|
|
|
7700
|
JCP Investment Management
Houston,
Texas
|
$127M
|
-$26M
|
-17%
|
5.21%
|
94.7%
|
21
|
28.57%
|
1.1
|
|