|
7701
|
KVP Capital Advisors
San Francisco,
California
|
$136M
|
+$2.34M
|
+2%
|
25.3%
|
–
|
38
|
23.68%
|
|
|
7702
|
Rahlfs Capital
Lake Kiowa,
Texas
|
$136M
|
+$79.4K
|
+0.1%
|
11.3%
|
–
|
91
|
10.99%
|
|
|
7703
|
WJ Financial Advisors
Killingworth,
Connecticut
|
$136M
|
+$12.3M
|
+10%
|
10.3%
|
–
|
142
|
13.38%
|
|
|
7704
|
Semitam Bonam
Goshen,
New York
|
$136M
|
+$13.8M
|
+11%
|
8.45%
|
–
|
50
|
12%
|
|
|
7705
|
Ishara Investments
Los Angeles,
California
|
$136M
|
+$30.5M
|
+29%
|
20.8%
|
–
|
53
|
52.83%
|
|
|
7706
|
Golden Bell Financial Planning
Alpharetta,
Georgia
|
$136M
|
+$10.6M
|
+8%
|
4.92%
|
–
|
41
|
9.76%
|
|
|
7707
|
Rhodes Investment Advisors
Fort Worth,
Texas
|
$136M
|
+$19.9M
|
+17%
|
19.2%
|
–
|
137
|
22.63%
|
|
|
7708
|
Red Crane Wealth Management
San Francisco,
California
|
$136M
|
+$14.4M
|
+12%
|
10.9%
|
–
|
80
|
11.25%
|
|
|
7709
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$136M
|
+$31.5M
|
+30%
|
53.5%
|
–
|
96
|
30.21%
|
|
|
7710
|
Challenger Wealth Management
Aliso Viejo,
California
|
$136M
|
+$10.7M
|
+9%
|
13%
|
–
|
65
|
10.77%
|
|
|
7711
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$136M
|
+$2.85M
|
+2%
|
12%
|
82%
|
228
|
12.72%
|
|
|
7712
|
Core Wealth Advisors (Indiana)
Indianapolis,
Indiana
|
$136M
|
+$5.65M
|
+4%
|
11.9%
|
–
|
37
|
16.22%
|
|
|
7713
|
Donalies Financial Planning
Washington,
District of Columbia
|
$136M
|
+$18.4M
|
+16%
|
14.9%
|
–
|
80
|
10%
|
|
|
7714
|
|
$136M
|
+$42.1M
|
+45%
|
88.5%
|
–
|
28
|
32.14%
|
|
|
7715
|
Valor Advisors
Miami,
Florida
|
$136M
|
+$16.8M
|
+14%
|
13.4%
|
–
|
37
|
18.92%
|
|
|
7716
|
MRP Capital Investments
Alpharetta,
Georgia
|
$136M
|
+$20.9M
|
+18%
|
37.4%
|
222%
|
240
|
19.58%
|
|
|
7717
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$136M
|
+$19M
|
+16%
|
20.5%
|
154%
|
234
|
11.97%
|
|
|
7718
|
Targeted Financial Services
Seminole,
Florida
|
$136M
|
+$13.6M
|
+11%
|
4.34%
|
–
|
67
|
25.37%
|
|
|
7719
|
|
$135M
|
+$912K
|
+0.7%
|
5%
|
29.2%
|
20
|
20%
|
|
|
7720
|
180 GPS Investments
St Peter Port,
|
$135M
|
–
|
–
|
30.6%
|
–
|
23
|
–
|
|
|
7721
|
Intrepid Family Office
Sarasota,
Florida
|
$135M
|
+$11.6M
|
+9%
|
7.3%
|
–
|
46
|
39.13%
|
|
|
7722
|
RD Lewis Holdings
Maitland,
Florida
|
$135M
|
+$19.7M
|
+17%
|
17.8%
|
–
|
91
|
7.69%
|
|
|
7723
|
Granite Islands Private Wealth
Guilford,
Connecticut
|
$135M
|
+$26.7M
|
+25%
|
21.2%
|
–
|
82
|
19.51%
|
|
|
7724
|
Lakeshore Capital Group
Rolling Meadows,
Illinois
|
$135M
|
+$12.6M
|
+10%
|
13.3%
|
–
|
79
|
10.13%
|
|
|
7725
|
Barnett & Company
Chattanooga,
Tennessee
|
$135M
|
+$6.39M
|
+5%
|
14.2%
|
65.9%
|
95
|
16.84%
|
|