|
7376
|
Allium Financial Advisors
Lake Oswego,
Oregon
|
$121M
|
+$6.07M
|
+5%
|
7.8%
|
–
|
94
|
20.21%
|
|
|
7377
|
Ibex Investors
Denver,
Colorado
|
$121M
|
+$23M
|
+24%
|
16.4%
|
16.6%
|
16
|
68.75%
|
|
|
7378
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$121M
|
+$11.2M
|
+10%
|
7.79%
|
70.8%
|
118
|
8.47%
|
|
|
7379
|
Defined Financial Planning
San Rafael,
California
|
$121M
|
+$7.99M
|
+7%
|
6.99%
|
–
|
76
|
25%
|
|
|
7380
|
AG Asset Advisory
Los Angeles,
California
|
$121M
|
+$5.47M
|
+5%
|
2.69%
|
–
|
26
|
19.23%
|
|
|
7381
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$120M
|
+$10.1M
|
+9%
|
6.47%
|
82%
|
215
|
19.07%
|
|
|
7382
|
Lane Generational
Dover,
Massachusetts
|
$120M
|
+$13.2M
|
+12%
|
32.7%
|
148%
|
35
|
20%
|
|
|
7383
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$120M
|
+$15.1M
|
+14%
|
6.85%
|
–
|
74
|
17.57%
|
|
|
7384
|
Barden Capital Management
Austin,
Texas
|
$120M
|
+$6.18M
|
+5%
|
5.18%
|
73.4%
|
62
|
14.52%
|
|
|
7385
|
Orvieto Partners
Boston,
Massachusetts
|
$120M
|
+$7.76M
|
+7%
|
6.62%
|
–
|
46
|
26.09%
|
|
|
7386
|
Kempner Capital Management
Galveston,
Texas
|
$120M
|
-$66.6M
|
-36%
|
9.78%
|
60.9%
|
50
|
10%
|
|
|
7387
|
Chung Wu Investment Group
Sugar Land,
Texas
|
$120M
|
+$24.1M
|
+25%
|
12.7%
|
–
|
292
|
27.74%
|
|
|
7388
|
Vista Cima Wealth Management
Surprise,
Arizona
|
$120M
|
+$13M
|
+12%
|
7.02%
|
–
|
78
|
35.9%
|
|
|
7389
|
NDVR Inc
Boston,
Massachusetts
|
$120M
|
+$13.3M
|
+12%
|
5.62%
|
–
|
120
|
18.33%
|
|
|
7390
|
CM Management
Gulf Breeze,
Florida
|
$120M
|
+$10.1M
|
+9%
|
14.7%
|
110%
|
79
|
32.91%
|
|
|
7391
|
NorthLanding Financial Partners
Rochester,
New York
|
$120M
|
+$6.85M
|
+6%
|
5.63%
|
48.7%
|
44
|
6.82%
|
|
|
7392
|
Helium Advisors
Everett,
Washington
|
$120M
|
-$38.4M
|
-24%
|
7.75%
|
–
|
107
|
18.69%
|
|
|
7393
|
Intrepid Family Office
Sarasota,
Florida
|
$120M
|
-$2.56M
|
-2%
|
10.3%
|
–
|
47
|
36.17%
|
|
|
7394
|
Aryeh Capital Management
Toronto,
Ontario, Canada
|
$120M
|
-$8.17M
|
-6%
|
4.08%
|
87.7%
|
13
|
7.69%
|
|
|
7395
|
Petros Family Wealth
Bloomington,
Minnesota
|
$119M
|
+$9.99M
|
+9%
|
10.8%
|
–
|
154
|
25.32%
|
|
|
7396
|
Park Circle Company
Baltimore,
Maryland
|
$119M
|
+$1.47M
|
+1%
|
8.29%
|
70.5%
|
118
|
43.22%
|
|
|
7397
|
TSG Consumer Partners
Larkspur,
California
|
$119M
|
-$41.2M
|
-26%
|
23.4%
|
70.1%
|
1
|
0%
|
|
|
7398
|
Santa Clara Valley Transportation Authority
San Jose,
California
|
$119M
|
+$13.8M
|
+13%
|
3.94%
|
–
|
4
|
0%
|
|
|
7399
|
Hobbs Wealth Management
Zionsville,
Indiana
|
$119M
|
+$14.5M
|
+14%
|
8.92%
|
–
|
59
|
20.34%
|
|
|
7400
|
Freestate Advisors
Overland Park,
Kansas
|
$119M
|
+$7.23M
|
+6%
|
4.19%
|
–
|
46
|
8.7%
|
|