|
8376
|
Account Management
Boxford,
Massachusetts
|
$9900万
|
+$774万
|
+8%
|
14.6%
|
87.4%
|
23
|
4.35%
|
5.2
|
|
|
8377
|
Professional Financial Management
Appleton,
Wisconsin
|
$9860万
|
+$254万
|
+3%
|
1.3%
|
–
|
26
|
19.23%
|
0.4
|
|
|
8378
|
Financial Network Wealth Advisors
Murray,
Utah
|
$9854万
|
+$81.8万
|
+0.8%
|
8.2%
|
–
|
895
|
17.88%
|
1.3
|
|
|
8379
|
Montchanin Asset Management
Montchanin,
Delaware
|
$9813万
|
+$408万
|
+4%
|
18.3%
|
–
|
64
|
18.75%
|
2.2
|
|
|
8380
|
Puff Wealth Management
Haddonfield,
New Jersey
|
$9809万
|
–
|
–
|
13.2%
|
–
|
77
|
–
|
1
|
|
|
8381
|
Zinnia Wealth Advisory
Ocala,
Florida
|
$9806万
|
+$872万
|
+10%
|
16.3%
|
–
|
109
|
22.94%
|
0.4
|
|
|
8382
|
Drum Hill Capital
Westport,
Connecticut
|
$9800万
|
-$1089万
|
-10%
|
1.11%
|
–
|
49
|
14.29%
|
1.3
|
|
|
8383
|
Elevation Advisory Partners
Orlando,
Florida
|
$9768万
|
-$945万
|
-9%
|
26.1%
|
–
|
101
|
56.44%
|
0.2
|
|
|
8384
|
Wedgewood Investors
Erie,
Pennsylvania
|
$9736万
|
+$1015万
|
+12%
|
15.8%
|
–
|
112
|
13.39%
|
7.2
|
|
|
8385
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$9735万
|
-$3375万
|
-26%
|
10.6%
|
60.9%
|
139
|
30.94%
|
3.5
|
|
|
8386
|
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
|
$9718万
|
-$1.47億
|
-60%
|
9.41%
|
144%
|
35
|
74.29%
|
0.6
|
|
|
8387
|
Anchor Capital Management Company
Raleigh,
North Carolina
|
$9696万
|
+$425万
|
+5%
|
20.4%
|
–
|
12
|
75%
|
0.5
|
|
|
8388
|
Optimas Capital
Central,
Hong Kong
|
$9690万
|
+$5236万
|
+118%
|
43.5%
|
355%
|
24
|
91.67%
|
0.1
|
|
|
8389
|
Kore Advisors
Boynton Beach,
Florida
|
$9623万
|
+$338万
|
+4%
|
16.5%
|
–
|
19
|
31.58%
|
1
|
|
|
8390
|
Inkwell Capital
Miami,
Florida
|
$9617万
|
-$204万
|
-2%
|
4.44%
|
–
|
32
|
6.25%
|
1.3
|
|
|
8391
|
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
|
$9575万
|
-$175万
|
-2%
|
2.07%
|
30.8%
|
4
|
0%
|
3.6
|
|
|
8392
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
$9526万
|
+$1224万
|
+15%
|
17.1%
|
–
|
59
|
22.03%
|
1.9
|
|
|
8393
|
|
$9519万
|
-$1.73億
|
-65%
|
0.19%
|
54.9%
|
3
|
33.33%
|
1.4
|
|
|
8394
|
Formulate Financial
Boca Raton,
Florida
|
$9501万
|
+$1402万
|
+17%
|
16.5%
|
–
|
27
|
7.41%
|
0.7
|
|
|
8395
|
Capitol Family Office
Beaverton,
Oregon
|
$9468万
|
+$1000万
|
+12%
|
19.2%
|
72%
|
49
|
8.16%
|
1.9
|
|
|
8396
|
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
|
$9468万
|
+$748万
|
+9%
|
11.8%
|
–
|
115
|
38.26%
|
0.4
|
|
|
8397
|
Prism Planning Partners
Libertyville,
Illinois
|
$9448万
|
+$993万
|
+12%
|
10%
|
–
|
45
|
28.89%
|
0.5
|
|
|
8398
|
Geremia Financial Services
Edison,
New Jersey
|
$9431万
|
-$2846万
|
-23%
|
35.3%
|
–
|
10
|
10%
|
0.5
|
|
|
8399
|
SkyKnight Capital
San Francisco,
California
|
$9413万
|
-$1301万
|
-12%
|
12.1%
|
11%
|
3
|
0%
|
4.5
|
|
|
8400
|
Divco West Real Estate Services
San Francisco,
California
|
$9404万
|
+$2216万
|
+31%
|
32.9%
|
22.3%
|
4
|
0%
|
3.5
|
|