|
7401
|
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
|
$108M
|
+$14.6M
|
+16%
|
10.3%
|
–
|
41
|
12.2%
|
|
|
7402
|
Kraft Asset Management
Nashville,
Tennessee
|
$108M
|
-$1.69M
|
-2%
|
6.61%
|
41%
|
48
|
18.75%
|
|
|
7403
|
Barington Capital Group
New York
|
$108M
|
+$12.4M
|
+13%
|
3.04%
|
55.3%
|
11
|
36.36%
|
|
|
7404
|
Tandem Financial
Greenwood Village,
Colorado
|
$107M
|
+$14.7M
|
+16%
|
12%
|
–
|
58
|
20.69%
|
|
|
7405
|
Lane Generational
Dover,
Massachusetts
|
$107M
|
+$19.1M
|
+22%
|
29%
|
112%
|
39
|
33.33%
|
|
|
7406
|
Connective Capital Management
Palo Alto,
California
|
$107M
|
-$1.61M
|
-1%
|
26.7%
|
144%
|
67
|
55.22%
|
|
|
7407
|
Vista Cima Wealth Management
Surprise,
Arizona
|
$107M
|
+$14.1M
|
+15%
|
14.5%
|
–
|
53
|
5.66%
|
|
|
7408
|
Hudson Portfolio Management
Garrison,
New York
|
$107M
|
+$2.82M
|
+3%
|
6.48%
|
–
|
115
|
4.35%
|
|
|
7409
|
Wealth Advisory Team
Bellevue,
Kentucky
|
$107M
|
–
|
–
|
6.36%
|
–
|
38
|
–
|
|
|
7410
|
Brian Low Financial Group
Baton Rouge,
Louisiana
|
$107M
|
–
|
–
|
9.99%
|
–
|
100
|
–
|
|
|
7411
|
Magma Venture Partners General Partner
Tel Aviv,
Israel
|
$107M
|
+$10.7M
|
+11%
|
11.1%
|
107%
|
3
|
0%
|
|
|
7412
|
NDVR Inc
Boston,
Massachusetts
|
$107M
|
+$8.67M
|
+9%
|
9.78%
|
–
|
111
|
15.32%
|
|
|
7413
|
Pacific Capital Partners
London,
|
$107M
|
-$51.4M
|
-33%
|
5.24%
|
–
|
43
|
18.6%
|
|
|
7414
|
Midwestern Financial
Iowa City,
Iowa
|
$107M
|
–
|
–
|
7.16%
|
–
|
54
|
–
|
|
|
7415
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
$107M
|
+$9.94M
|
+10%
|
7.19%
|
–
|
271
|
30.26%
|
|
|
7416
|
Severin Investments
St. Louis,
Missouri
|
$107M
|
+$6.67M
|
+7%
|
11.9%
|
–
|
205
|
26.83%
|
|
|
7417
|
Sentinel Wealth Management
Reston,
Virginia
|
$106M
|
–
|
–
|
6.82%
|
–
|
39
|
–
|
|
|
7418
|
Surience Private Wealth
Yakima,
Washington
|
$106M
|
+$48.9M
|
+85%
|
24.8%
|
168%
|
44
|
70.45%
|
|
|
7419
|
Diker Management
New York
|
$106M
|
+$22.9M
|
+27%
|
18.7%
|
151%
|
40
|
40%
|
|
|
7420
|
Sincerus Advisory
New York
|
$106M
|
+$11.6M
|
+12%
|
7.51%
|
–
|
67
|
7.46%
|
|
|
7421
|
Semitam Bonam
Goshen,
New York
|
$106M
|
–
|
–
|
6.02%
|
–
|
45
|
–
|
|
|
7422
|
Golden Bell Financial Planning
Alpharetta,
Georgia
|
$106M
|
+$3.22M
|
+3%
|
4.49%
|
–
|
35
|
5.71%
|
|
|
7423
|
Fiduciary Wealth Partners
Boston,
Massachusetts
|
$106M
|
-$9.56M
|
-8%
|
9.62%
|
–
|
81
|
33.33%
|
|
|
7424
|
BLVD Private Wealth
Prospect,
Kentucky
|
$106M
|
–
|
–
|
16.1%
|
–
|
73
|
–
|
|
|
7425
|
Vision Financial Markets
Stamford,
Connecticut
|
$106M
|
+$14.2M
|
+15%
|
11.6%
|
–
|
458
|
10.04%
|
|