|
7001
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$118M
|
–
|
–
|
|
|
360
|
|
|
|
7002
|
Miller Financial Services
Marshall,
Michigan
|
$118M
|
–
|
–
|
|
|
128
|
|
|
|
7003
|
Epacria Capital Partners
Boulder,
Colorado
|
$118M
|
-$28.3M
|
-19%
|
|
|
52
|
|
|
|
7004
|
Antonelli Financial Advisors
Grosse Pointe,
Michigan
|
$118M
|
–
|
–
|
|
|
48
|
|
|
|
7005
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$118M
|
–
|
–
|
|
|
439
|
|
|
|
7006
|
PharVision Advisers
Boca Raton,
Florida
|
$118M
|
–
|
–
|
|
|
380
|
|
|
|
7007
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$118M
|
–
|
–
|
|
|
934
|
|
|
|
7008
|
Rip Road Capital Partners
Boston,
Massachusetts
|
$118M
|
+$6.15M
|
+5%
|
|
|
20
|
|
|
|
7009
|
Josh Arnold Investment Consultant
Edina,
Minnesota
|
$118M
|
-$4.23M
|
-3%
|
|
|
28
|
|
|
|
7010
|
Courant Investment Management
Franklin,
Tennessee
|
$118M
|
-$884K
|
-0.7%
|
|
|
9
|
|
|
|
7011
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$118M
|
-$75.5M
|
-39%
|
|
|
176
|
|
|
|
7012
|
Thiel Macro
Los Angeles,
California
|
$118M
|
–
|
–
|
|
|
3
|
|
|
|
7013
|
Sheets Smith Investment Management
Houston,
Texas
|
$118M
|
–
|
–
|
|
|
57
|
|
|
|
7014
|
Stadium Capital Management
New Canaan,
Connecticut
|
$118M
|
-$14.9M
|
-11%
|
|
|
12
|
|
|
|
7015
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$118M
|
+$336K
|
+0.3%
|
|
|
85
|
|
|
|
7016
|
White & Co Financial Planning
Sunnyside,
Washington
|
$118M
|
–
|
–
|
|
|
19
|
|
|
|
7017
|
Morey & Quinn Wealth Partners
Omaha,
Nebraska
|
$118M
|
–
|
–
|
|
|
119
|
|
|
|
7018
|
Fort Vancouver Investment Management
Vancouver,
Washington
|
$118M
|
+$1.99M
|
+2%
|
|
|
53
|
|
|
|
7019
|
Hestia Capital Management
Cranberry Township,
Pennsylvania
|
$118M
|
–
|
–
|
|
|
30
|
|
|
|
7020
|
Cannon Advisors
Charlotte,
North Carolina
|
$118M
|
-$4.62M
|
-4%
|
|
|
74
|
|
|
|
7021
|
Hickory Asset Management
Concord,
Ohio
|
$118M
|
–
|
–
|
|
|
90
|
|
|
|
7022
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$118M
|
–
|
–
|
|
|
50
|
|
|
|
7023
|
Kuhn & Co Investment Counsel
Chicago,
Illinois
|
$118M
|
+$397K
|
+0.3%
|
|
|
133
|
|
|
|
7024
|
Davies Financial Advisors
Murrieta,
California
|
$118M
|
+$2.92M
|
+3%
|
|
|
75
|
|
|
|
7025
|
Washington University
St Louis,
Missouri
|
$118M
|
-$36.7M
|
-24%
|
|
|
5
|
|
|