|
7851
|
Moulton Wealth Management
Spokane,
Washington
|
$106M
|
-$32M
|
-23%
|
1.88%
|
47.1%
|
57
|
50.88%
|
|
|
7852
|
Gem Investment Advisors
Teaneck,
New Jersey
|
$105M
|
–
|
–
|
14.7%
|
–
|
32
|
–
|
|
|
7853
|
Palladiem
Bryn Mawr,
Pennsylvania
|
$105M
|
–
|
–
|
2.23%
|
–
|
164
|
–
|
|
|
7854
|
Frankly Finances
Winter Park,
Florida
|
$105M
|
–
|
–
|
2.62%
|
–
|
63
|
–
|
|
|
7855
|
Kassira Wealth Management
Knoxville,
Tennessee
|
$105M
|
+$1.6M
|
+2%
|
3.9%
|
–
|
58
|
13.79%
|
|
|
7856
|
OFC Financial Planning
Short Hills,
New Jersey
|
$105M
|
+$4.34M
|
+4%
|
3.67%
|
–
|
57
|
5.26%
|
|
|
7857
|
SPWM Advisors
Traverse City,
Michigan
|
$105M
|
–
|
–
|
3.21%
|
–
|
92
|
–
|
|
|
7858
|
Financial Management Inc
Little Rock,
Arkansas
|
$105M
|
–
|
–
|
1.46%
|
–
|
40
|
–
|
|
|
7859
|
Board of the Pension Protection Fund
Croydon,
United Kingdom
|
$105M
|
+$2.93M
|
+3%
|
2.03%
|
–
|
278
|
57.91%
|
|
|
7860
|
Baer Investment Advisory
Corte Madera,
California
|
$105M
|
-$11.6M
|
-10%
|
1.1%
|
–
|
46
|
32.61%
|
|
|
7861
|
Alpine Peaks Capital
New York
|
$105M
|
-$10.1M
|
-9%
|
3.4%
|
17.2%
|
24
|
12.5%
|
|
|
7862
|
Belleair Asset Management
Belleair Bluffs,
Florida
|
$105M
|
–
|
–
|
2.57%
|
–
|
79
|
–
|
|
|
7863
|
Wall Capital Group
Phoenix,
Arizona
|
$105M
|
–
|
–
|
1.2%
|
–
|
25
|
–
|
|
|
7864
|
GLP Holdings
Cumming,
Georgia
|
$105M
|
–
|
–
|
6.73%
|
–
|
4
|
–
|
|
|
7865
|
BFI Wealth Solutions
Dallas,
Texas
|
$105M
|
–
|
–
|
2.03%
|
–
|
73
|
–
|
|
|
7866
|
Eagle Point Credit Management
Greenwich,
Connecticut
|
$105M
|
–
|
–
|
2.97%
|
–
|
15
|
–
|
|
|
7867
|
Gritstone Asset Management
Bethesda,
Maryland
|
$105M
|
+$7.56M
|
+8%
|
1.82%
|
–
|
168
|
38.1%
|
|
|
7868
|
Kilner Capital Advisors
Gaithersburg,
Maryland
|
$105M
|
–
|
–
|
3.76%
|
–
|
20
|
–
|
|
|
7869
|
HighRoad Wealth Advisors
Coos Bay,
Oregon
|
$105M
|
–
|
–
|
2.37%
|
–
|
35
|
–
|
|
|
7870
|
Toronado Partners
San Francisco,
California
|
$105M
|
-$46.2M
|
-31%
|
5.37%
|
61%
|
13
|
23.08%
|
|
|
7871
|
Fulcrum Equity Management
Plano,
Texas
|
$104M
|
+$5.76M
|
+6%
|
3.66%
|
110%
|
128
|
35.16%
|
|
|
7872
|
Signet Private Wealth
Chicago,
Illinois
|
$104M
|
–
|
–
|
2.99%
|
–
|
117
|
–
|
|
|
7873
|
Connecticut Capital Management Group
Milford,
Connecticut
|
$104M
|
–
|
–
|
2.47%
|
–
|
107
|
–
|
|
|
7874
|
Sunstone Asset Management
New York
|
$104M
|
–
|
–
|
1.49%
|
–
|
59
|
–
|
|
|
7875
|
Reality Financial Planning Services
Sarasota,
Florida
|
$104M
|
–
|
–
|
1.38%
|
–
|
20
|
–
|
|