|
7801
|
Helium Advisors
Everett,
Washington
|
$105M
|
+$6.36M
|
+6%
|
2.17%
|
–
|
99
|
23.23%
|
|
|
7802
|
Alpha Capital Advisors
Bangor,
Maine
|
$105M
|
-$2.71M
|
-3%
|
1.82%
|
–
|
33
|
3.03%
|
|
|
7803
|
Northland Securities
Minneapolis,
Minnesota
|
$105M
|
+$751K
|
+0.7%
|
2.75%
|
–
|
118
|
15.25%
|
|
|
7804
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
$105M
|
-$8.17M
|
-7%
|
0.72%
|
–
|
229
|
75.11%
|
|
|
7805
|
American National Bank of Texas
Richardson,
Texas
|
$105M
|
+$826K
|
+0.8%
|
0.62%
|
–
|
61
|
13.11%
|
|
|
7806
|
Artesa Financial Group
Conroe,
Texas
|
$105M
|
+$7.73M
|
+8%
|
6.62%
|
–
|
57
|
19.3%
|
|
|
7807
|
Expressive Wealth
Chicago,
Illinois
|
$105M
|
+$12.3M
|
+13%
|
0.06%
|
–
|
167
|
49.1%
|
|
|
7808
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$105M
|
+$9.57M
|
+10%
|
4.52%
|
40.1%
|
64
|
6.25%
|
|
|
7809
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$105M
|
-$687K
|
-0.7%
|
0.26%
|
–
|
170
|
10.59%
|
|
|
7810
|
Fell Capital Management
Newport Beach,
California
|
$105M
|
+$2.23M
|
+2%
|
0.65%
|
–
|
92
|
3.26%
|
|
|
7811
|
Signet Private Wealth
Chicago,
Illinois
|
$105M
|
+$264K
|
+0.3%
|
0.46%
|
–
|
138
|
29.71%
|
|
|
7812
|
Waycross Investment Management
Bellingham,
Washington
|
$105M
|
-$9.03M
|
-8%
|
0.06%
|
47.6%
|
50
|
18%
|
|
|
7813
|
McLaughlin Asset Management
Danville,
Illinois
|
$105M
|
-$7.11M
|
-6%
|
0.57%
|
–
|
97
|
12.37%
|
|
|
7814
|
JHP Wealth Management
Centennial,
Colorado
|
$105M
|
+$1.34M
|
+1%
|
1.17%
|
–
|
34
|
8.82%
|
|
|
7815
|
Guardian Capital (Pennsylvania)
Wexford,
Pennsylvania
|
$105M
|
-$7.16M
|
-6%
|
0.49%
|
–
|
98
|
27.55%
|
|
|
7816
|
CDM Financial Counseling Services
Norwich,
Connecticut
|
$105M
|
-$2.25M
|
-2%
|
3.11%
|
–
|
83
|
4.82%
|
|
|
7817
|
Forteris Wealth Management
Armonk,
New York
|
$104M
|
+$2.88M
|
+3%
|
1.32%
|
–
|
72
|
12.5%
|
|
|
7818
|
Kilner Capital Advisors
Gaithersburg,
Maryland
|
$104M
|
-$371K
|
-0.4%
|
3.55%
|
–
|
20
|
10%
|
|
|
7819
|
Stonebridge Wealth Management
Oak Brook,
Illinois
|
$104M
|
-$1.52M
|
-1%
|
1.8%
|
–
|
38
|
5.26%
|
|
|
7820
|
BFI Wealth Solutions
Dallas,
Texas
|
$104M
|
-$702K
|
-0.7%
|
1.07%
|
–
|
76
|
5.26%
|
|
|
7821
|
Expect Equity LLC
Pikesville,
Maryland
|
$104M
|
+$741K
|
+0.7%
|
4.14%
|
–
|
53
|
20.75%
|
|
|
7822
|
Trailhead Planners
Edina,
Minnesota
|
$104M
|
+$2.39M
|
+2%
|
2.38%
|
–
|
52
|
7.69%
|
|
|
7823
|
Breachway Investments
Charlestown,
Rhode Island
|
$104M
|
+$9.36M
|
+10%
|
1.07%
|
–
|
99
|
4.04%
|
|
|
7824
|
J.M. Arbour
Gardiner,
Maine
|
$104M
|
+$3.95M
|
+4%
|
1.08%
|
–
|
131
|
23.66%
|
|
|
7825
|
Fiscal Wisdom Wealth Management
Canton,
Connecticut
|
$104M
|
-$1.97M
|
-2%
|
18.2%
|
–
|
103
|
27.18%
|
|