|
7201
|
Foresite Capital Management IV
Larkspur,
California
|
$124M
|
+$12.7M
|
+11%
|
9.11%
|
151%
|
6
|
16.67%
|
|
|
7202
|
Gallagher Capital Advisors
Argyle,
Texas
|
$124M
|
-$7.47M
|
-6%
|
14.6%
|
–
|
72
|
26.39%
|
|
|
7203
|
TME Financial
Huntington Beach,
California
|
$124M
|
+$8.58M
|
+7%
|
5.24%
|
–
|
79
|
15.19%
|
|
|
7204
|
Partnership Wealth Management
Towson,
Maryland
|
$124M
|
+$5.71M
|
+5%
|
5.89%
|
–
|
72
|
4.17%
|
|
|
7205
|
Courant Investment Management
Franklin,
Tennessee
|
$124M
|
+$4.14M
|
+3%
|
5.36%
|
33.5%
|
8
|
0%
|
|
|
7206
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$124M
|
+$18.1M
|
+17%
|
17.3%
|
–
|
243
|
28.81%
|
|
|
7207
|
SpringVest Wealth Management
Dallas,
Texas
|
$123M
|
+$2.89M
|
+2%
|
3.09%
|
–
|
62
|
11.29%
|
|
|
7208
|
Seek First
Campbell,
California
|
$123M
|
+$10.8M
|
+10%
|
6.21%
|
–
|
56
|
7.14%
|
|
|
7209
|
Accredited Wealth Management
Louisville,
Kentucky
|
$123M
|
+$4.99M
|
+4%
|
6.45%
|
–
|
405
|
19.26%
|
|
|
7210
|
TT Capital Management
Coto De Caza,
California
|
$123M
|
+$4.53M
|
+4%
|
0.11%
|
–
|
75
|
18.67%
|
|
|
7211
|
Arbor Wealth Advisors
Troy,
Michigan
|
$123M
|
+$11.1M
|
+10%
|
7.89%
|
–
|
55
|
14.55%
|
|
|
7212
|
Miramar Fiduciary Corp
Reno,
Nevada
|
$123M
|
+$12M
|
+11%
|
11.8%
|
–
|
5
|
0%
|
|
|
7213
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$123M
|
+$4.99M
|
+4%
|
7.68%
|
–
|
63
|
19.05%
|
|
|
7214
|
First Community Trust
Dubuque,
Iowa
|
$123M
|
+$8.81M
|
+8%
|
12.8%
|
111%
|
336
|
9.52%
|
|
|
7215
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$123M
|
+$19.7M
|
+19%
|
17.5%
|
–
|
729
|
11.11%
|
|
|
7216
|
FSA Advisors
Troy,
Michigan
|
$123M
|
-$3.05M
|
-2%
|
8.65%
|
–
|
207
|
28.5%
|
|
|
7217
|
Macroview Investment Management
Bethesda,
Maryland
|
$123M
|
+$16M
|
+15%
|
8.34%
|
67.2%
|
100
|
22%
|
|
|
7218
|
Financial Life Planners
Tempe,
Arizona
|
$123M
|
+$20.2M
|
+20%
|
22.7%
|
–
|
86
|
40.7%
|
|
|
7219
|
Scratch Capital
Boise,
Idaho
|
$123M
|
+$26M
|
+27%
|
7.34%
|
–
|
37
|
10.81%
|
|
|
7220
|
Pollock Investment Advisors
Ann Arbor,
Michigan
|
$123M
|
-$975K
|
-0.8%
|
2.36%
|
–
|
43
|
6.98%
|
|
|
7221
|
Ridgeline Wealth
Mesa,
Arizona
|
$123M
|
+$4.97M
|
+4%
|
9.62%
|
–
|
58
|
24.14%
|
|
|
7222
|
Trace Wealth Advisors
Los Angeles,
California
|
$122M
|
+$10.2M
|
+9%
|
8.22%
|
–
|
60
|
10%
|
|
|
7223
|
Twin City Private Wealth
Winston-Salem,
North Carolina
|
$122M
|
+$8.72M
|
+8%
|
6.02%
|
–
|
105
|
13.33%
|
|
|
7224
|
Cannon Wealth Management Services
Winston Salem,
North Carolina
|
$122M
|
+$10.4M
|
+9%
|
6.69%
|
–
|
83
|
12.05%
|
|
|
7225
|
GEN Financial Management
Plymouth,
Minnesota
|
$122M
|
-$25.3M
|
-17%
|
6.19%
|
–
|
52
|
17.31%
|
|