|
7401
|
Hoese & Co
Glencoe,
Minnesota
|
$140M
|
+$9.45M
|
+7%
|
1.3%
|
51%
|
141
|
14.89%
|
3
|
|
|
7402
|
Ridgeline Wealth Planning
Centerville,
Ohio
|
$140M
|
+$7M
|
+5%
|
2.47%
|
–
|
50
|
16%
|
0.7
|
|
|
7403
|
Copia Wealth Management
Bend,
Oregon
|
$140M
|
+$5.39M
|
+4%
|
1.65%
|
–
|
539
|
15.4%
|
0.8
|
|
|
7404
|
Kopion Asset Management
Mckinney,
Texas
|
$140M
|
-$14.4M
|
-9%
|
10.8%
|
80.5%
|
19
|
5.26%
|
4.2
|
|
|
7405
|
Enhancing Capital
Harrisburg,
Pennsylvania
|
$140M
|
+$3.12M
|
+2%
|
4.91%
|
–
|
93
|
10.75%
|
2.9
|
|
|
7406
|
Gambit Capital Management
Franklin,
Tennessee
|
$140M
|
–
|
–
|
9.59%
|
–
|
86
|
–
|
0
|
|
|
7407
|
Park Capital Management
Madison,
Wisconsin
|
$140M
|
+$14.8M
|
+12%
|
5.64%
|
–
|
88
|
25%
|
0.7
|
|
|
7408
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$140M
|
+$18.2M
|
+15%
|
1.84%
|
–
|
78
|
8.97%
|
0.9
|
|
|
7409
|
Monetta Financial Services
Wheaton,
Illinois
|
$140M
|
-$3.2M
|
-2%
|
5.73%
|
275%
|
72
|
41.67%
|
2.4
|
|
|
7410
|
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
|
$140M
|
+$25.5M
|
+22%
|
0.9%
|
–
|
233
|
12.02%
|
0.7
|
|
|
7411
|
Orca Wealth Management
New Port Richey,
Florida
|
$140M
|
+$7.59M
|
+6%
|
8.97%
|
–
|
72
|
9.72%
|
0.9
|
|
|
7412
|
Dale Q Rice Investment Management
Vancouver,
Washington
|
$140M
|
-$2.08M
|
-1%
|
5.05%
|
–
|
67
|
2.99%
|
1
|
|
|
7413
|
Uptown Financial Advisors
Dallas,
Texas
|
$140M
|
+$18.2M
|
+15%
|
0.93%
|
–
|
81
|
12.35%
|
0.8
|
|
|
7414
|
TSG Consumer Partners
Larkspur,
California
|
$140M
|
+$20.2M
|
+17%
|
17%
|
12.3%
|
1
|
0%
|
4
|
|
|
7415
|
Turn8 Private Wealth
Pointe Claire,
|
$140M
|
+$241K
|
+0.2%
|
1.41%
|
–
|
49
|
16.33%
|
0.8
|
|
|
7416
|
GordonMD Global Investments
Beverely Hills,
California
|
$139M
|
–
|
–
|
32.8%
|
–
|
13
|
–
|
0
|
|
|
7417
|
PartnerRe Asset Management
Greenwich,
Connecticut
|
$139M
|
–
|
–
|
0.37%
|
–
|
2
|
–
|
0
|
|
|
7418
|
Forefront Wealth Management
Malvern,
Pennsylvania
|
$139M
|
+$3.02M
|
+2%
|
4.99%
|
–
|
79
|
22.78%
|
1.7
|
|
|
7419
|
Financial Life Planners
Tempe,
Arizona
|
$139M
|
-$9.5M
|
-6%
|
0.27%
|
–
|
357
|
82.91%
|
0.8
|
|
|
7420
|
Morey & Quinn Wealth Partners
Omaha,
Nebraska
|
$139M
|
+$3.6M
|
+3%
|
2.13%
|
–
|
132
|
1.52%
|
0.9
|
|
|
7421
|
Richwood Investment Advisors
Cincinnati,
Ohio
|
$139M
|
+$11.6M
|
+9%
|
3.63%
|
71.9%
|
107
|
7.48%
|
3.4
|
|
|
7422
|
Odyssean LLC
Darien,
Connecticut
|
$139M
|
–
|
–
|
5.12%
|
–
|
254
|
–
|
0
|
|
|
7423
|
Vitruvian Partners
London,
United Kingdom
|
$139M
|
-$5.04M
|
-3%
|
2.62%
|
96.9%
|
7
|
0%
|
2.6
|
|
|
7424
|
Willner & Heller
Encino,
California
|
$139M
|
+$8.93M
|
+7%
|
3.3%
|
131%
|
172
|
11.05%
|
2.6
|
|
|
7425
|
Madrid Financial Services
Manhattan Beach,
California
|
$139M
|
-$20.8M
|
-13%
|
0.36%
|
–
|
26
|
30.77%
|
0.7
|
|