|
8126
|
MILFAM LLC
Stuart,
Florida
|
$102M
|
–
|
–
|
2.15%
|
–
|
8
|
–
|
|
|
8127
|
Valued Retirements
Houston,
Texas
|
$102M
|
+$41.8K
|
+0%
|
2.45%
|
–
|
99
|
16.16%
|
|
|
8128
|
Parsonex Advisory Services
Englewood,
Colorado
|
$102M
|
-$54.6M
|
-35%
|
9.53%
|
–
|
100
|
45%
|
|
|
8129
|
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
|
$102M
|
-$5.72M
|
-5%
|
0.41%
|
91.9%
|
42
|
4.76%
|
|
|
8130
|
Framtiden Holdings Management
Chicago,
Illinois
|
$102M
|
+$9.95M
|
+11%
|
4.36%
|
–
|
6
|
0%
|
|
|
8131
|
Stembrook Asset Management
Red Bank,
New Jersey
|
$102M
|
-$3.73M
|
-4%
|
3.05%
|
–
|
50
|
8%
|
|
|
8132
|
Laurus Investment Counsel
Toronto,
Canada
|
$102M
|
-$20.7M
|
-17%
|
9.64%
|
14.1%
|
46
|
6.52%
|
|
|
8133
|
Piper Sandler & Co
Minneapolis,
Minnesota
|
$102M
|
-$39.2M
|
-28%
|
0.05%
|
0.04%
|
20
|
0%
|
|
|
8134
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$102M
|
-$69.9M
|
-41%
|
4.28%
|
66.3%
|
2
|
0%
|
|
|
8135
|
Brown University
Providence,
Rhode Island
|
$102M
|
-$40.7M
|
-29%
|
20.6%
|
37.9%
|
12
|
25%
|
|
|
8136
|
Marble Bar Asset Management LLP
London,
|
$102M
|
+$97.5M
|
+2,261%
|
0.16%
|
–
|
34
|
76.47%
|
|
|
8137
|
Fundamenta Capital
Montevideo,
|
$102M
|
+$14.6M
|
+17%
|
14%
|
–
|
10
|
70%
|
|
|
8138
|
Blom & Howell Financial Planning
Modesto,
California
|
$102M
|
+$1.21M
|
+1%
|
1.27%
|
–
|
64
|
7.81%
|
|
|
8139
|
Independent Wealth Advisors
Cary,
North Carolina
|
$102M
|
+$6.01M
|
+6%
|
0.46%
|
–
|
71
|
12.68%
|
|
|
8140
|
OFC Financial Planning
Short Hills,
New Jersey
|
$102M
|
-$3.57M
|
-3%
|
2.27%
|
–
|
57
|
1.75%
|
|
|
8141
|
JMN Financial
New Albany,
Ohio
|
$102M
|
+$1.45M
|
+1%
|
3.24%
|
–
|
242
|
42.15%
|
|
|
8142
|
Gem Investment Advisors
Teaneck,
New Jersey
|
$102M
|
-$3.82M
|
-4%
|
5.08%
|
–
|
37
|
18.92%
|
|
|
8143
|
Wisconsin Wealth Advisors
Sun Prairie,
Wisconsin
|
$102M
|
-$383K
|
-0.4%
|
1.92%
|
–
|
87
|
5.75%
|
|
|
8144
|
MKD Wealth Coaches
Troy,
Michigan
|
$102M
|
+$1.61M
|
+2%
|
1.92%
|
–
|
29
|
10.34%
|
|
|
8145
|
Green Alpha Advisors
Niwot,
Colorado
|
$102M
|
-$7.59M
|
-7%
|
3.05%
|
267%
|
116
|
8.62%
|
|
|
8146
|
|
$102M
|
+$22.1M
|
+28%
|
1.06%
|
–
|
30
|
46.67%
|
|
|
8147
|
Curat Global
Springfield,
New Hampshire
|
$102M
|
+$11.5M
|
+13%
|
2.76%
|
–
|
293
|
13.99%
|
|
|
8148
|
Shepherd Street Advisors
Larkspur,
California
|
$101M
|
-$2.78M
|
-3%
|
0.42%
|
–
|
90
|
6.67%
|
|
|
8149
|
Burkett Asset Management
Victoria,
|
$101M
|
+$2.51M
|
+3%
|
1.54%
|
–
|
67
|
22.39%
|
|
|
8150
|
Obion Capital Management
Miami,
Florida
|
$101M
|
-$2.57M
|
-2%
|
2.96%
|
–
|
16
|
12.5%
|
|