|
7076
|
Magnolia Capital Management
Cold Spring,
New York
|
$125M
|
+$8.56M
|
+7%
|
9.55%
|
77.6%
|
76
|
6.58%
|
|
|
7077
|
Centricity Wealth Management
Westerville,
Ohio
|
$125M
|
+$15M
|
+14%
|
7.97%
|
–
|
457
|
7.66%
|
|
|
7078
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$125M
|
+$5.66M
|
+5%
|
6.64%
|
–
|
96
|
16.67%
|
|
|
7079
|
PUREfi Wealth
Boston,
Massachusetts
|
$125M
|
+$25.1M
|
+25%
|
10.3%
|
–
|
166
|
23.49%
|
|
|
7080
|
Birch Financial Group
Keene,
New Hampshire
|
$125M
|
+$12.8M
|
+11%
|
6.54%
|
–
|
124
|
20.97%
|
|
|
7081
|
White & Co Financial Planning
Sunnyside,
Washington
|
$125M
|
+$8.99M
|
+8%
|
6.96%
|
–
|
19
|
0%
|
|
|
7082
|
Kennon-Green & Company
New Albany,
Ohio
|
$125M
|
+$2.48M
|
+2%
|
4.31%
|
43.4%
|
42
|
2.38%
|
|
|
7083
|
SageOak Financial
Tulsa,
Oklahoma
|
$125M
|
+$12.2M
|
+11%
|
6.24%
|
–
|
35
|
17.14%
|
|
|
7084
|
Morey & Quinn Wealth Partners
Omaha,
Nebraska
|
$125M
|
+$4.24M
|
+4%
|
6.82%
|
–
|
133
|
9.02%
|
|
|
7085
|
Alterna Wealth Management
Houston,
Texas
|
$125M
|
-$6.93M
|
-5%
|
6.95%
|
48%
|
126
|
30.16%
|
|
|
7086
|
Ackerman Asset Management
Rockville,
Maryland
|
$125M
|
+$14.3M
|
+13%
|
10.7%
|
–
|
24
|
0%
|
|
|
7087
|
CCLA Investment Management
London,
United Kingdom
|
$125M
|
-$5.52B
|
-98%
|
2.81%
|
52.3%
|
57
|
10.53%
|
|
|
7088
|
Multicoin Capital Management
Austin,
Texas
|
$125M
|
+$29M
|
+30%
|
30.2%
|
–
|
2
|
0%
|
|
|
7089
|
Forefront Wealth Management
Malvern,
Pennsylvania
|
$125M
|
+$16.7M
|
+15%
|
11.6%
|
–
|
63
|
25.4%
|
|
|
7090
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$125M
|
+$11M
|
+10%
|
9.97%
|
54.8%
|
129
|
6.98%
|
|
|
7091
|
Apex Wealth Management
Bedford,
New Hampshire
|
$125M
|
+$13.5M
|
+12%
|
8.46%
|
–
|
63
|
34.92%
|
|
|
7092
|
Flywheel Private Wealth
Los Altos,
California
|
$125M
|
+$14.9M
|
+14%
|
10.5%
|
–
|
88
|
10.23%
|
|
|
7093
|
Prossimo Advisors
San Luis Obispo,
California
|
$125M
|
-$8.44M
|
-6%
|
10.2%
|
73.8%
|
144
|
18.75%
|
|
|
7094
|
SCP Investment
Orinda,
California
|
$125M
|
+$7.29M
|
+6%
|
15.7%
|
48.7%
|
58
|
46.55%
|
|
|
7095
|
Hedges Asset Management
Reno,
Nevada
|
$124M
|
-$27.8M
|
-18%
|
9.03%
|
83.2%
|
112
|
13.39%
|
|
|
7096
|
M.E. Allison & Co
San Antonio,
Texas
|
$124M
|
+$23.3M
|
+23%
|
10.6%
|
–
|
175
|
14.29%
|
|
|
7097
|
WinCap Financial
Boston,
Massachusetts
|
$124M
|
+$19M
|
+18%
|
10.7%
|
–
|
91
|
23.08%
|
|
|
7098
|
Cooksen Wealth
The Woodlands,
Texas
|
$124M
|
+$25.9M
|
+26%
|
9.27%
|
–
|
106
|
26.42%
|
|
|
7099
|
HCEP Management
Hong Kong
|
$124M
|
-$48.2M
|
-28%
|
13.2%
|
104%
|
13
|
30.77%
|
|
|
7100
|
|
$124M
|
+$8.99M
|
+8%
|
7.85%
|
24.2%
|
21
|
9.52%
|
|