|
7376
|
Copia Wealth Management
Bend,
Oregon
|
$140M
|
+$5.39M
|
+4%
|
1.65%
|
–
|
539
|
15.4%
|
|
|
7377
|
Kopion Asset Management
Mckinney,
Texas
|
$140M
|
-$14.4M
|
-9%
|
10.8%
|
67.1%
|
19
|
5.26%
|
|
|
7378
|
Enhancing Capital
Harrisburg,
Pennsylvania
|
$140M
|
+$3.12M
|
+2%
|
4.91%
|
–
|
93
|
10.75%
|
|
|
7379
|
Gambit Capital Management
Franklin,
Tennessee
|
$140M
|
–
|
–
|
9.59%
|
–
|
86
|
–
|
|
|
7380
|
Park Capital Management
Madison,
Wisconsin
|
$140M
|
+$14.8M
|
+12%
|
5.64%
|
–
|
88
|
25%
|
|
|
7381
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$140M
|
+$18.2M
|
+15%
|
1.84%
|
–
|
78
|
8.97%
|
|
|
7382
|
Monetta Financial Services
Wheaton,
Illinois
|
$140M
|
-$3.2M
|
-2%
|
5.73%
|
275%
|
72
|
41.67%
|
|
|
7383
|
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
|
$140M
|
+$25.5M
|
+22%
|
0.9%
|
–
|
233
|
12.02%
|
|
|
7384
|
Orca Wealth Management
New Port Richey,
Florida
|
$140M
|
+$7.59M
|
+6%
|
8.97%
|
–
|
72
|
9.72%
|
|
|
7385
|
Dale Q Rice Investment Management
Vancouver,
Washington
|
$140M
|
-$2.08M
|
-1%
|
5.05%
|
–
|
67
|
2.99%
|
|
|
7386
|
Uptown Financial Advisors
Dallas,
Texas
|
$140M
|
+$18.2M
|
+15%
|
0.93%
|
–
|
81
|
12.35%
|
|
|
7387
|
TSG Consumer Partners
Larkspur,
California
|
$140M
|
+$20.2M
|
+17%
|
17%
|
70.1%
|
1
|
0%
|
|
|
7388
|
Turn8 Private Wealth
Pointe Claire,
|
$140M
|
+$241K
|
+0.2%
|
1.41%
|
–
|
49
|
16.33%
|
|
|
7389
|
GordonMD Global Investments
Beverely Hills,
California
|
$139M
|
–
|
–
|
32.8%
|
–
|
13
|
–
|
|
|
7390
|
PartnerRe Asset Management
Greenwich,
Connecticut
|
$139M
|
–
|
–
|
0.37%
|
–
|
2
|
–
|
|
|
7391
|
Forefront Wealth Management
Malvern,
Pennsylvania
|
$139M
|
+$3.02M
|
+2%
|
4.99%
|
–
|
79
|
22.78%
|
|
|
7392
|
Financial Life Planners
Tempe,
Arizona
|
$139M
|
-$9.54M
|
-6%
|
0.27%
|
–
|
357
|
82.91%
|
|
|
7393
|
Morey & Quinn Wealth Partners
Omaha,
Nebraska
|
$139M
|
+$3.6M
|
+3%
|
2.13%
|
–
|
132
|
1.52%
|
|
|
7394
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
$139M
|
+$11.6M
|
+9%
|
3.63%
|
66%
|
107
|
7.48%
|
|
|
7395
|
Odyssean LLC
Darien,
Connecticut
|
$139M
|
–
|
–
|
5.12%
|
–
|
254
|
–
|
|
|
7396
|
Vitruvian Partners
London,
United Kingdom
|
$139M
|
-$5.04M
|
-3%
|
2.62%
|
64.3%
|
7
|
0%
|
|
|
7397
|
Willner & Heller
Encino,
California
|
$139M
|
+$8.93M
|
+7%
|
3.3%
|
–
|
172
|
11.05%
|
|
|
7398
|
Madrid Financial Services
Manhattan Beach,
California
|
$139M
|
-$20.8M
|
-13%
|
0.36%
|
–
|
26
|
30.77%
|
|
|
7399
|
Avant Financial Advisors
Austin,
Texas
|
$139M
|
+$6.39M
|
+5%
|
2.02%
|
–
|
68
|
5.88%
|
|
|
7400
|
EIG Asset Management
Washington,
District of Columbia
|
$139M
|
–
|
–
|
3.35%
|
–
|
1
|
–
|
|