|
7851
|
Davis Wealth Advisors
Salem,
New Hampshire
|
$129M
|
+$8.93M
|
+7%
|
11.6%
|
–
|
82
|
23.17%
|
|
|
7852
|
Up Capital Management
Roseville,
California
|
$129M
|
+$40.1M
|
+45%
|
38%
|
–
|
21
|
19.05%
|
|
|
7853
|
Santa Clara Valley Transportation Authority
San Jose,
California
|
$129M
|
+$8.88M
|
+7%
|
7.25%
|
–
|
4
|
0%
|
|
|
7854
|
Cypress Advisory Group
Scottsdale,
Arizona
|
$129M
|
-$2.06M
|
-2%
|
2.88%
|
–
|
83
|
12.05%
|
|
|
7855
|
S Harris Financial Group
San Antonio,
Texas
|
$129M
|
+$19.4M
|
+18%
|
12.3%
|
–
|
129
|
20.93%
|
|
|
7856
|
CenturyLink Investment Management
Denver,
Colorado
|
$129M
|
-$45.9M
|
-26%
|
3.15%
|
–
|
3
|
0%
|
|
|
7857
|
Sherman Asset Management
Ventura,
California
|
$129M
|
+$20.2M
|
+19%
|
16.7%
|
–
|
157
|
15.29%
|
|
|
7858
|
CrossGen Wealth
Greenville,
North Carolina
|
$129M
|
+$14.9M
|
+13%
|
10.7%
|
–
|
223
|
14.35%
|
|
|
7859
|
Koenig Investment Advisory
Ashland,
Oregon
|
$129M
|
+$11M
|
+9%
|
6.88%
|
–
|
38
|
7.89%
|
|
|
7860
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$129M
|
+$14.6M
|
+13%
|
13.6%
|
–
|
833
|
15.49%
|
|
|
7861
|
Linden Rose Investment
Sugar Land,
Texas
|
$129M
|
+$52.5M
|
+69%
|
122%
|
–
|
8
|
25%
|
|
|
7862
|
Professional Financial Solutions
Falls Chruch,
Virginia
|
$129M
|
+$16.3M
|
+14%
|
11.1%
|
–
|
41
|
7.32%
|
|
|
7863
|
JMN Financial
New Albany,
Ohio
|
$129M
|
+$26.8M
|
+26%
|
24.5%
|
–
|
266
|
42.86%
|
|
|
7864
|
William Howard & Co Financial Advisors
Memphis,
Tennessee
|
$129M
|
+$12.8M
|
+11%
|
12.5%
|
–
|
55
|
3.64%
|
|
|
7865
|
Ridge Creek Global
Strongsville,
Ohio
|
$129M
|
+$10.6M
|
+9%
|
14.5%
|
–
|
95
|
11.58%
|
|
|
7866
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$128M
|
-$42.6M
|
-25%
|
14.4%
|
61.9%
|
93
|
35.48%
|
|
|
7867
|
TenCore Partners
New York
|
$128M
|
-$302K
|
-0.2%
|
8.09%
|
50.4%
|
16
|
18.75%
|
|
|
7868
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
$128M
|
+$23.4M
|
+22%
|
23.5%
|
–
|
68
|
27.94%
|
|
|
7869
|
TT Capital Management
Coto De Caza,
California
|
$128M
|
+$7.08M
|
+6%
|
2.71%
|
–
|
82
|
17.07%
|
|
|
7870
|
Journey Retirement Planning & Investment Management
Ammon,
Idaho
|
$128M
|
+$14.8M
|
+13%
|
12.7%
|
–
|
160
|
20.63%
|
|
|
7871
|
Kennon-Green & Company
New Albany,
Ohio
|
$128M
|
+$6.26M
|
+5%
|
3.9%
|
43.3%
|
41
|
4.88%
|
|
|
7872
|
MILFAM LLC
Stuart,
Florida
|
$128M
|
+$25.9M
|
+25%
|
4.33%
|
–
|
13
|
46.15%
|
|
|
7873
|
Journey Beyond Wealth
Roswell,
Georgia
|
$128M
|
+$11.6M
|
+10%
|
15.4%
|
–
|
31
|
9.68%
|
|
|
7874
|
CDKV Holdings
Denver,
Colorado
|
$128M
|
+$14.1M
|
+12%
|
12.3%
|
–
|
282
|
4.61%
|
|
|
7875
|
Brooklands Fund Management
London,
United Kingdom
|
$128M
|
+$39M
|
+44%
|
13.3%
|
–
|
77
|
70.13%
|
|