|
7201
|
Morey & Quinn Wealth Partners
Omaha,
Nebraska
|
$118M
|
–
|
–
|
1.09%
|
–
|
119
|
–
|
|
|
7202
|
Revere Asset Management
Dallas,
Texas
|
$118M
|
-$7.43M
|
-6%
|
24.9%
|
–
|
39
|
74.36%
|
|
|
7203
|
Fort Vancouver Investment Management
Vancouver,
Washington
|
$118M
|
+$1.99M
|
+2%
|
1.53%
|
–
|
53
|
20.75%
|
|
|
7204
|
Cannon Advisors
Charlotte,
North Carolina
|
$118M
|
-$4.62M
|
-4%
|
2.36%
|
–
|
74
|
22.97%
|
|
|
7205
|
Hickory Asset Management
Concord,
Ohio
|
$118M
|
–
|
–
|
1.69%
|
–
|
90
|
–
|
|
|
7206
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$118M
|
–
|
–
|
0.87%
|
–
|
50
|
–
|
|
|
7207
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$118M
|
+$2.51M
|
+2%
|
1.98%
|
–
|
175
|
21.14%
|
|
|
7208
|
Kuhn & Co Investment Counsel
Chicago,
Illinois
|
$118M
|
+$397K
|
+0.3%
|
0.6%
|
–
|
133
|
7.52%
|
|
|
7209
|
Davies Financial Advisors
Murrieta,
California
|
$118M
|
+$2.92M
|
+3%
|
3.61%
|
–
|
75
|
20%
|
|
|
7210
|
Washington University
St Louis,
Missouri
|
$118M
|
-$36.7M
|
-24%
|
23.3%
|
44%
|
5
|
60%
|
|
|
7211
|
|
$117M
|
+$3.95M
|
+3%
|
6.01%
|
105%
|
17
|
0%
|
|
|
7212
|
Legacy Advisory Services
Exton,
Pennsylvania
|
$117M
|
+$900K
|
+0.8%
|
0.2%
|
–
|
52
|
7.69%
|
|
|
7213
|
Elm3 Financial Group
Alpharetta,
Georgia
|
$117M
|
–
|
–
|
2.32%
|
–
|
90
|
–
|
|
|
7214
|
Prodigy Asset Management
Omaha,
Nebraska
|
$117M
|
–
|
–
|
0.26%
|
–
|
23
|
–
|
|
|
7215
|
Yorktown Energy Partners XI
New York
|
$117M
|
+$1.77M
|
+2%
|
4.59%
|
105%
|
3
|
0%
|
|
|
7216
|
Integras Partners
Alpharetta,
Georgia
|
$117M
|
–
|
–
|
1%
|
–
|
62
|
–
|
|
|
7217
|
Revolution Growth Management Company
Washington,
District of Columbia
|
$117M
|
-$90.1M
|
-44%
|
40.4%
|
23.5%
|
1
|
0%
|
|
|
7218
|
Ipsen Advisor Group
Little Rock,
Arkansas
|
$117M
|
–
|
–
|
1.38%
|
–
|
93
|
–
|
|
|
7219
|
Clear Point Advisors
Melville,
New York
|
$117M
|
-$12.4M
|
-10%
|
1.59%
|
–
|
574
|
82.06%
|
|
|
7220
|
Upper Left Wealth Management
Tampa,
Florida
|
$117M
|
+$2.54M
|
+2%
|
2.36%
|
43.1%
|
60
|
5%
|
|
|
7221
|
Nan Fung Group Holdings
Kai Tak,
Hong Kong
|
$117M
|
+$850K
|
+0.7%
|
4.35%
|
281%
|
41
|
21.95%
|
|
|
7222
|
TRV GP VI
Boston,
Massachusetts
|
$117M
|
–
|
–
|
2.98%
|
–
|
4
|
–
|
|
|
7223
|
Alethea Capital Management
Mercer Island,
Washington
|
$117M
|
-$21.6M
|
-16%
|
9.61%
|
275%
|
51
|
82.35%
|
|
|
7224
|
SpringVest Wealth Management
Dallas,
Texas
|
$117M
|
–
|
–
|
1.75%
|
–
|
53
|
–
|
|
|
7225
|
Generation Capital Management
Pittsford,
New York
|
$117M
|
–
|
–
|
4.07%
|
–
|
77
|
–
|
|