|
7701
|
LWM Advisors
El Dorado Hills,
California
|
$114M
|
+$2.37M
|
+2%
|
1.62%
|
–
|
30
|
6.67%
|
|
|
7702
|
Cannon Capital Management
Salt Lake City,
Utah
|
$114M
|
–
|
–
|
2%
|
–
|
27
|
–
|
|
|
7703
|
Clarity Retirement & Wealth
New Bedford,
Massachusetts
|
$114M
|
–
|
–
|
1.91%
|
–
|
33
|
–
|
|
|
7704
|
CrossGen Wealth
Greenville,
North Carolina
|
$114M
|
–
|
–
|
2.47%
|
–
|
198
|
–
|
|
|
7705
|
Broyhill Asset Management
Charlotte,
North Carolina
|
$114M
|
-$592K
|
-0.5%
|
6.01%
|
–
|
87
|
16.09%
|
|
|
7706
|
QP Wealth Management
Eatontown,
New Jersey
|
$113M
|
–
|
–
|
7.97%
|
–
|
105
|
–
|
|
|
7707
|
Kane Co Wealth Management
Johnston,
Iowa
|
$113M
|
–
|
–
|
2.39%
|
–
|
50
|
–
|
|
|
7708
|
Gallo Partners
Bloomfield,
New Jersey
|
$113M
|
-$20.7M
|
-15%
|
7.46%
|
–
|
71
|
76.06%
|
|
|
7709
|
Larry Mathis Financial Planning
Phoenix,
Arizona
|
$113M
|
–
|
–
|
3.93%
|
–
|
157
|
–
|
|
|
7710
|
Carter Financial
La Jolla,
California
|
$113M
|
–
|
–
|
1.98%
|
–
|
24
|
–
|
|
|
7711
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$113M
|
+$9.44M
|
+9%
|
1.59%
|
33.5%
|
47
|
17.02%
|
|
|
7712
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
$113M
|
–
|
–
|
2.72%
|
–
|
230
|
–
|
|
|
7713
|
Severin Investments
St. Louis,
Missouri
|
$113M
|
+$742K
|
+0.7%
|
4.77%
|
–
|
198
|
27.78%
|
|
|
7714
|
Bayban
Bayport,
Minnesota
|
$113M
|
–
|
–
|
2.51%
|
–
|
613
|
–
|
|
|
7715
|
Cassilly Financial Group
Severna Park,
Maryland
|
$113M
|
–
|
–
|
1.5%
|
–
|
62
|
–
|
|
|
7716
|
Worthington Financial Partners
Worthington,
Ohio
|
$113M
|
–
|
–
|
12.5%
|
–
|
96
|
–
|
|
|
7717
|
NewCorp Financial Services
Alpharetta,
Georgia
|
$113M
|
–
|
–
|
1.3%
|
–
|
49
|
–
|
|
|
7718
|
Karl Kapital
San Francisco,
California
|
$113M
|
–
|
–
|
3.39%
|
–
|
18
|
–
|
|
|
7719
|
RM Financial Services
Falmouth,
Maine
|
$113M
|
–
|
–
|
6.25%
|
–
|
76
|
–
|
|
|
7720
|
Investment Advisory Services Group
Boca Raton,
Florida
|
$113M
|
–
|
–
|
1.51%
|
–
|
31
|
–
|
|
|
7721
|
Anchor Capital Management Company
Raleigh,
North Carolina
|
$113M
|
-$3.53M
|
-3%
|
3.83%
|
–
|
8
|
12.5%
|
|
|
7722
|
First Growth Capital
Pikesville,
Maryland
|
$113M
|
–
|
–
|
4.45%
|
–
|
121
|
–
|
|
|
7723
|
Odyssey Capital Advisors
Bala Cynwyd,
Pennsylvania
|
$113M
|
–
|
–
|
2.18%
|
–
|
92
|
–
|
|
|
7724
|
Alessandra Capital Management
Torrance,
California
|
$113M
|
–
|
–
|
9.39%
|
–
|
104
|
–
|
|
|
7725
|
Vericrest Private Wealth
Newtown,
Pennsylvania
|
$113M
|
–
|
–
|
2%
|
–
|
47
|
–
|
|