|
7326
|
Safe Harbor Family Capital
Chapel Hill,
North Carolina
|
$128M
|
+$14M
|
+12%
|
0.94%
|
–
|
59
|
20.34%
|
|
|
7327
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$128M
|
-$13.7M
|
-10%
|
5.26%
|
39.9%
|
43
|
9.3%
|
|
|
7328
|
York GP
Grand Cayman,
Cayman Islands
|
$128M
|
+$49.7M
|
+64%
|
65.1%
|
–
|
2
|
0%
|
|
|
7329
|
Tepp RIA
Westfield,
New Jersey
|
$128M
|
+$26.6M
|
+26%
|
0.52%
|
–
|
47
|
31.91%
|
|
|
7330
|
Ivory Union Consulting
Road Town,
|
$128M
|
-$13.6M
|
-10%
|
7.02%
|
–
|
4
|
25%
|
|
|
7331
|
Stewardship Concepts Financial Services
Spokane,
Washington
|
$128M
|
+$9.06M
|
+8%
|
0.59%
|
–
|
63
|
17.46%
|
|
|
7332
|
Pelham Capital
London,
United Kingdom
|
$128M
|
-$60.3M
|
-32%
|
2.94%
|
141%
|
12
|
33.33%
|
|
|
7333
|
WLTH Capital Management
Chandler,
Arizona
|
$128M
|
-$1.68M
|
-1%
|
1.01%
|
–
|
26
|
0%
|
|
|
7334
|
Summitas Investment Management
Mckinney,
Texas
|
$128M
|
-$5.38M
|
-4%
|
1.24%
|
–
|
10
|
0%
|
|
|
7335
|
|
$127M
|
+$5.81M
|
+5%
|
1.46%
|
–
|
191
|
30.89%
|
|
|
7336
|
Clear Retirement Advice
San Mateo,
California
|
$127M
|
-$1.19M
|
-0.9%
|
0.14%
|
–
|
54
|
1.85%
|
|
|
7337
|
Concorde Financial
Dallas,
Texas
|
$127M
|
-$1.67M
|
-1%
|
11.8%
|
85.6%
|
27
|
3.7%
|
|
|
7338
|
Ares Financial Consulting
Calabasas,
California
|
$127M
|
+$22.3M
|
+21%
|
0.17%
|
–
|
1,091
|
20.44%
|
|
|
7339
|
Aegis Wealth Management (Iowa)
Guthrie Center,
Iowa
|
$127M
|
-$73.8K
|
-0.1%
|
3.57%
|
–
|
117
|
18.8%
|
|
|
7340
|
ACT Capital Management
Wayne,
Pennsylvania
|
$127M
|
+$3.56M
|
+3%
|
18.3%
|
–
|
78
|
53.85%
|
|
|
7341
|
Madison Park Capital Advisors
Seattle,
Washington
|
$127M
|
+$4M
|
+3%
|
2.31%
|
–
|
66
|
12.12%
|
|
|
7342
|
Peregrine Investment Management
Toronto,
Ontario, Canada
|
$127M
|
-$33.8M
|
-21%
|
10.5%
|
–
|
26
|
50%
|
|
|
7343
|
Sun Group Wealth Partners
Irvine,
California
|
$127M
|
+$2.63M
|
+2%
|
0.78%
|
–
|
82
|
35.37%
|
|
|
7344
|
Midwestern Financial
Iowa City,
Iowa
|
$127M
|
+$6.25M
|
+5%
|
0.81%
|
–
|
54
|
3.7%
|
|
|
7345
|
Strategic Advisory Partners
Greensboro,
North Carolina
|
$127M
|
+$6.58M
|
+5%
|
2.14%
|
–
|
99
|
66.67%
|
|
|
7346
|
PB Investment Partners
Burlingame,
California
|
$127M
|
-$30.4M
|
-19%
|
18.2%
|
73.3%
|
11
|
27.27%
|
|
|
7347
|
Van Diest Capital
Poly City,
Iowa
|
$127M
|
+$60M
|
+90%
|
1.77%
|
–
|
212
|
45.28%
|
|
|
7348
|
Persium Advisors
Atlanta,
Georgia
|
$127M
|
-$11.6M
|
-8%
|
0.34%
|
–
|
65
|
12.31%
|
|
|
7349
|
Value Base
Tel Aviv,
Israel
|
$127M
|
-$6.6M
|
-5%
|
10.1%
|
–
|
8
|
12.5%
|
|
|
7350
|
True Blue Financial
Stevensville,
Michigan
|
$127M
|
+$5.72M
|
+5%
|
1.11%
|
–
|
54
|
9.26%
|
|