|
7001
|
Rolek Wealth Management
Berwyn,
Pennsylvania
|
$1.28億
|
–
|
–
|
3.95%
|
–
|
11
|
–
|
0
|
|
|
7002
|
Brightwater Advisory
Tampa,
Florida
|
$1.28億
|
-$832万
|
-6%
|
2.12%
|
–
|
60
|
3.33%
|
0.9
|
|
|
7003
|
Blodgett Wealth Advisors
Concord,
California
|
$1.28億
|
+$860万
|
+7%
|
6.4%
|
150%
|
61
|
6.56%
|
2.3
|
|
|
7004
|
Sterling Wealth Advisors
Plantation,
Florida
|
$1.27億
|
–
|
–
|
1.47%
|
–
|
18
|
–
|
0
|
|
|
7005
|
Banco de Sabadell
Miami,
Florida
|
$1.27億
|
-$600万
|
-4%
|
0.65%
|
75.1%
|
60
|
6.67%
|
5.7
|
|
|
7006
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$1.27億
|
+$536万
|
+4%
|
1.45%
|
86.1%
|
154
|
9.74%
|
0.9
|
|
|
7007
|
Sterling Investment Management
Tucson,
Arizona
|
$1.27億
|
-$444万
|
-3%
|
1.55%
|
45.3%
|
62
|
17.74%
|
5
|
|
|
7008
|
Indie Asset Partners
Carmel,
Indiana
|
$1.27億
|
-$619万
|
-5%
|
2.14%
|
119%
|
120
|
7.5%
|
2.3
|
|
|
7009
|
IFS Advisors
Overland Park,
Kansas
|
$1.27億
|
+$94.6万
|
+0.7%
|
1.29%
|
54.2%
|
191
|
18.85%
|
2
|
|
|
7010
|
Community Bank of Raymore
Raymore,
Missouri
|
$1.27億
|
-$518万
|
-4%
|
0.28%
|
91.9%
|
77
|
6.49%
|
5.2
|
|
|
7011
|
Reyes Financial Architecture
San Diego,
California
|
$1.27億
|
–
|
–
|
2.94%
|
–
|
279
|
–
|
0
|
|
|
7012
|
General Equity Holdings
Brooklyn,
New York
|
$1.27億
|
-$1681万
|
-12%
|
14.7%
|
775%
|
7
|
28.57%
|
1.5
|
|
|
7013
|
|
$1.27億
|
-$1431万
|
-10%
|
2.63%
|
82.1%
|
41
|
0%
|
1.2
|
|
|
7014
|
Next Level Wealth Planning
Meridian,
Idaho
|
$1.27億
|
–
|
–
|
1.02%
|
–
|
43
|
–
|
0
|
|
|
7015
|
Longview Financial Advisors
Huntsville,
Alabama
|
$1.27億
|
-$952万
|
-7%
|
3.29%
|
47.4%
|
48
|
14.58%
|
0.9
|
|
|
7016
|
Washington Capital Management
Seattle,
Washington
|
$1.27億
|
-$280万
|
-2%
|
0.98%
|
81.8%
|
124
|
21.77%
|
2.6
|
|
|
7017
|
Accel Leaders 4 Associates
Palo Alto,
California
|
$1.27億
|
–
|
–
|
38.5%
|
–
|
1
|
–
|
0
|
|
|
7018
|
Entrust Global Partners
New York
|
$1.27億
|
-$1948万
|
-13%
|
1.7%
|
82.3%
|
6
|
33.33%
|
2.4
|
|
|
7019
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$1.27億
|
-$292万
|
-2%
|
3.03%
|
39.7%
|
76
|
6.58%
|
2.5
|
|
|
7020
|
UCLA Foundation
Los Angeles,
California
|
$1.27億
|
–
|
–
|
2.15%
|
–
|
1
|
–
|
0
|
|
|
7021
|
Alpha Financial Partners
Lexington,
Kentucky
|
$1.27億
|
-$1373万
|
-10%
|
0.3%
|
61.8%
|
168
|
86.31%
|
0.5
|
|
|
7022
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$1.26億
|
-$65.8万
|
-0.5%
|
1.38%
|
71.8%
|
115
|
8.7%
|
3.6
|
|
|
7023
|
NavPoint Financial
Prior Lake,
Minnesota
|
$1.26億
|
+$234万
|
+2%
|
0.56%
|
58.5%
|
49
|
8.16%
|
0.9
|
|
|
7024
|
Bank of Marin
Novato,
California
|
$1.26億
|
+$227万
|
+2%
|
1.49%
|
80.3%
|
129
|
6.2%
|
3.4
|
|
|
7025
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
$1.26億
|
-$29.1万
|
-0.2%
|
0.55%
|
–
|
86
|
5.81%
|
0.5
|
|