|
7476
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$137M
|
+$7.12M
|
+5%
|
3.58%
|
–
|
50
|
4%
|
0.9
|
|
|
7477
|
Cygnus Capital Advisors
Atlanta,
Georgia
|
$137M
|
–
|
–
|
2.85%
|
–
|
158
|
–
|
0
|
|
|
7478
|
Stonepine Capital Management
Bend,
Oregon
|
$137M
|
+$14M
|
+11%
|
20.8%
|
231%
|
89
|
60.67%
|
0.6
|
|
|
7479
|
Eagle Bay Advisors
New York
|
$137M
|
+$9.6M
|
+8%
|
2.74%
|
85%
|
262
|
60.31%
|
1.4
|
|
|
7480
|
Paladin Advisory Group
Clive,
Iowa
|
$137M
|
+$8.67M
|
+7%
|
3.51%
|
71.9%
|
249
|
5.62%
|
2.3
|
|
|
7481
|
Transmarket Holdings
Chicago,
Illinois
|
$137M
|
–
|
–
|
3.93%
|
–
|
40
|
–
|
0
|
|
|
7482
|
Argyle Capital Partners
Los Angeles,
California
|
$137M
|
-$2.59M
|
-2%
|
2.57%
|
–
|
169
|
9.47%
|
0.9
|
|
|
7483
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$137M
|
–
|
–
|
5.52%
|
–
|
136
|
–
|
1.3
|
|
|
7484
|
Kore Advisors
Boynton Beach,
Florida
|
$137M
|
-$52.7M
|
-28%
|
19.6%
|
–
|
20
|
20%
|
0.9
|
|
|
7485
|
Canaan Partners XI
Menlo Park,
California
|
$137M
|
+$33.9M
|
+33%
|
54.2%
|
798%
|
4
|
25%
|
3
|
|
|
7486
|
Cooksen Wealth
The Woodlands,
Texas
|
$137M
|
+$2.77M
|
+2%
|
1.86%
|
70.7%
|
47
|
8.51%
|
1.9
|
|
|
7487
|
Chapman Investment Management
San Anselmo,
California
|
$137M
|
-$3.88M
|
-3%
|
2.03%
|
57.3%
|
29
|
6.9%
|
4
|
|
|
7488
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$137M
|
+$9.7M
|
+8%
|
3.17%
|
111%
|
102
|
24.51%
|
2.2
|
|
|
7489
|
WFA of San Diego
San Diego,
California
|
$137M
|
-$9.8M
|
-7%
|
3.08%
|
–
|
424
|
7.31%
|
2.5
|
|
|
7490
|
Compass Financial Group
Dublin,
Ohio
|
$137M
|
–
|
–
|
0.47%
|
–
|
47
|
–
|
0
|
|
|
7491
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$137M
|
–
|
–
|
2.74%
|
–
|
53
|
–
|
0
|
|
|
7492
|
Morgens Waterfall Vintiadis & Co
New York
|
$137M
|
-$9.21M
|
-6%
|
8.5%
|
594%
|
31
|
54.84%
|
2
|
|
|
7493
|
Oakmont Investment Advisors
Pittsburgh,
Pennsylvania
|
$137M
|
–
|
–
|
11%
|
–
|
118
|
–
|
0
|
|
|
7494
|
Rik Saylor Financial
Fairfield,
Ohio
|
$136M
|
-$246K
|
-0.2%
|
2.71%
|
–
|
85
|
4.71%
|
0.9
|
|
|
7495
|
PMG Wealth Management
Hawthorn Woods,
Illinois
|
$136M
|
+$5.18M
|
+4%
|
1.49%
|
–
|
57
|
5.26%
|
0.8
|
|
|
7496
|
R.H. Dinel Investment Counsel
Los Angeles,
California
|
$136M
|
-$18.5M
|
-12%
|
0.77%
|
55.9%
|
42
|
4.76%
|
10.2
|
|
|
7497
|
Wildcat Capital Management
New York
|
$136M
|
-$8.62M
|
-6%
|
6.66%
|
77.7%
|
6
|
66.67%
|
2.7
|
|
|
7498
|
46 Peaks LLC
Newtown,
Pennsylvania
|
$136M
|
–
|
–
|
1.46%
|
–
|
24
|
–
|
0
|
|
|
7499
|
Muirfield Wealth Advisors
Charlotte,
North Carolina
|
$136M
|
+$1.42M
|
+1%
|
2.44%
|
–
|
80
|
15%
|
1.5
|
|
|
7500
|
Nvest Wealth Strategies
Powell,
Ohio
|
$136M
|
–
|
–
|
2.07%
|
–
|
216
|
–
|
0
|
|