|
7526
|
Financial Planning Fort Collins
Fort Collins,
Colorado
|
$114M
|
–
|
–
|
|
|
29
|
|
|
|
7527
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$114M
|
+$3.14M
|
+3%
|
|
|
139
|
|
|
|
7528
|
Legacy Solutions LLC
Kennett Square,
Pennsylvania
|
$114M
|
+$2.61M
|
+2%
|
|
|
83
|
|
|
|
7529
|
Safe Harbor Family Capital
Chapel Hill,
North Carolina
|
$114M
|
–
|
–
|
|
|
51
|
|
|
|
7530
|
Waycross Investment Management
Bellingham,
Washington
|
$114M
|
+$15.7M
|
+16%
|
|
|
50
|
|
|
|
7531
|
Keenan LLC
Boston,
Massachusetts
|
$114M
|
–
|
–
|
|
|
41
|
|
|
|
7532
|
Powerhouse Assets
Lincoln,
Massachusetts
|
$114M
|
–
|
–
|
|
|
54
|
|
|
|
7533
|
LWM Advisors
El Dorado Hills,
California
|
$114M
|
+$2.37M
|
+2%
|
|
|
30
|
|
|
|
7534
|
Cannon Capital Management
Salt Lake City,
Utah
|
$114M
|
–
|
–
|
|
|
27
|
|
|
|
7535
|
Clarity Retirement & Wealth
New Bedford,
Massachusetts
|
$114M
|
–
|
–
|
|
|
33
|
|
|
|
7536
|
CrossGen Wealth
Greenville,
North Carolina
|
$114M
|
–
|
–
|
|
|
198
|
|
|
|
7537
|
Broyhill Asset Management
Charlotte,
North Carolina
|
$114M
|
-$531K
|
-0.5%
|
|
|
86
|
|
|
|
7538
|
QP Wealth Management
Eatontown,
New Jersey
|
$113M
|
–
|
–
|
|
|
105
|
|
|
|
7539
|
Kane Co Wealth Management
Johnston,
Iowa
|
$113M
|
–
|
–
|
|
|
50
|
|
|
|
7540
|
LRT Capital Management
Austin,
Texas
|
$113M
|
-$37.5M
|
-25%
|
|
|
101
|
|
|
|
7541
|
Gallo Partners
Bloomfield,
New Jersey
|
$113M
|
-$19.7M
|
-15%
|
|
|
70
|
|
|
|
7542
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$113M
|
+$9.44M
|
+9%
|
|
|
47
|
|
|
|
7543
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
$113M
|
–
|
–
|
|
|
231
|
|
|
|
7544
|
Severin Investments
St. Louis,
Missouri
|
$113M
|
+$742K
|
+0.7%
|
|
|
198
|
|
|
|
7545
|
Cassilly Financial Group
Severna Park,
Maryland
|
$113M
|
–
|
–
|
|
|
62
|
|
|
|
7546
|
BML Capital Management
Zionsville,
Indiana
|
$113M
|
+$4.28M
|
+4%
|
|
|
25
|
|
|
|
7547
|
NewCorp Financial Services
Alpharetta,
Georgia
|
$113M
|
–
|
–
|
|
|
49
|
|
|
|
7548
|
Karl Kapital
San Francisco,
California
|
$113M
|
–
|
–
|
|
|
18
|
|
|
|
7549
|
Point Break Capital Management
Miami,
Florida
|
$113M
|
–
|
–
|
|
|
16
|
|
|
|
7550
|
RM Financial Services
Falmouth,
Maine
|
$113M
|
–
|
–
|
|
|
76
|
|
|