|
7951
|
Financial Planning Fort Collins
Fort Collins,
Colorado
|
$114M
|
–
|
–
|
0.9%
|
–
|
30
|
–
|
|
|
7952
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$114M
|
+$3.14M
|
+3%
|
6.13%
|
–
|
139
|
10.79%
|
|
|
7953
|
Legacy Solutions LLC
Kennett Square,
Pennsylvania
|
$114M
|
+$2.61M
|
+2%
|
2.2%
|
–
|
83
|
8.43%
|
|
|
7954
|
Safe Harbor Family Capital
Chapel Hill,
North Carolina
|
$114M
|
–
|
–
|
1.25%
|
–
|
51
|
–
|
|
|
7955
|
Waycross Investment Management
Bellingham,
Washington
|
$114M
|
+$15.7M
|
+16%
|
3.07%
|
47.6%
|
50
|
22%
|
|
|
7956
|
Keenan LLC
Boston,
Massachusetts
|
$114M
|
–
|
–
|
2.59%
|
–
|
41
|
–
|
|
|
7957
|
Powerhouse Assets
Lincoln,
Massachusetts
|
$114M
|
–
|
–
|
2.22%
|
–
|
54
|
–
|
|
|
7958
|
LWM Advisors
El Dorado Hills,
California
|
$114M
|
+$2.37M
|
+2%
|
1.62%
|
–
|
30
|
6.67%
|
|
|
7959
|
Cannon Capital Management
Salt Lake City,
Utah
|
$114M
|
–
|
–
|
2%
|
–
|
27
|
–
|
|
|
7960
|
Clarity Retirement & Wealth
New Bedford,
Massachusetts
|
$114M
|
–
|
–
|
1.91%
|
–
|
33
|
–
|
|
|
7961
|
CrossGen Wealth
Greenville,
North Carolina
|
$114M
|
–
|
–
|
2.47%
|
–
|
198
|
–
|
|
|
7962
|
Broyhill Asset Management
Charlotte,
North Carolina
|
$114M
|
-$592K
|
-0.5%
|
6.01%
|
–
|
87
|
16.09%
|
|
|
7963
|
QP Wealth Management
Eatontown,
New Jersey
|
$113M
|
–
|
–
|
7.97%
|
–
|
105
|
–
|
|
|
7964
|
Empery Asset Management
New York
|
$113M
|
–
|
–
|
6.18%
|
–
|
31
|
–
|
|
|
7965
|
Kane Co Wealth Management
Johnston,
Iowa
|
$113M
|
–
|
–
|
2.39%
|
–
|
50
|
–
|
|
|
7966
|
Gallo Partners
Bloomfield,
New Jersey
|
$113M
|
-$20.7M
|
-15%
|
7.46%
|
–
|
71
|
76.06%
|
|
|
7967
|
Larry Mathis Financial Planning
Phoenix,
Arizona
|
$113M
|
–
|
–
|
3.93%
|
–
|
157
|
–
|
|
|
7968
|
Hudson Oak Wealth Advisory
Hoboken,
New Jersey
|
$113M
|
–
|
–
|
1.67%
|
–
|
55
|
–
|
|
|
7969
|
Carter Financial
La Jolla,
California
|
$113M
|
–
|
–
|
1.98%
|
–
|
24
|
–
|
|
|
7970
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$113M
|
+$9.44M
|
+9%
|
1.59%
|
50.9%
|
47
|
17.02%
|
|
|
7971
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
$113M
|
–
|
–
|
2.72%
|
–
|
230
|
–
|
|
|
7972
|
Severin Investments
St. Louis,
Missouri
|
$113M
|
+$742K
|
+0.7%
|
4.77%
|
–
|
198
|
27.78%
|
|
|
7973
|
Bayban
Bayport,
Minnesota
|
$113M
|
–
|
–
|
2.51%
|
–
|
613
|
–
|
|
|
7974
|
Cassilly Financial Group
Severna Park,
Maryland
|
$113M
|
–
|
–
|
1.5%
|
–
|
62
|
–
|
|
|
7975
|
Wealth Advisory Team
Bellevue,
Kentucky
|
$113M
|
–
|
–
|
0.81%
|
–
|
39
|
–
|
|