|
7501
|
Retirement Planning Group (New York)
Malta,
New York
|
$98.3M
|
+$7.42M
|
+8%
|
0.31%
|
–
|
73
|
15.07%
|
|
|
7502
|
CF Capital
Cohasset,
Massachusetts
|
$98.3M
|
+$5.41M
|
+6%
|
1.83%
|
–
|
54
|
37.04%
|
|
|
7503
|
Delphi Management
Brookline,
Massachusetts
|
$98.1M
|
-$5.34M
|
-5%
|
1.2%
|
111%
|
85
|
15.29%
|
|
|
7504
|
Graver Capital Management
Columbus,
Ohio
|
$98.1M
|
+$2.4M
|
+3%
|
1.85%
|
–
|
27
|
11.11%
|
|
|
7505
|
Reliant Investment Partners
Pinehurst,
North Carolina
|
$98.1M
|
-$14.7M
|
-13%
|
1.77%
|
–
|
114
|
20.18%
|
|
|
7506
|
SkyKnight Capital
San Francisco,
California
|
$98M
|
+$7.16M
|
+8%
|
12.7%
|
11%
|
4
|
25%
|
|
|
7507
|
NDVR Inc
Boston,
Massachusetts
|
$98M
|
-$6.47M
|
-6%
|
1.29%
|
–
|
118
|
27.12%
|
|
|
7508
|
OneFund LLC
Saint Petersburg,
Florida
|
$98M
|
-$6.22M
|
-6%
|
3.25%
|
–
|
134
|
10.45%
|
|
|
7509
|
Post Resch Tallon Group
Pittsford,
New York
|
$98M
|
-$5.92M
|
-6%
|
2.03%
|
–
|
109
|
9.17%
|
|
|
7510
|
Uptown Financial Advisors
Dallas,
Texas
|
$98M
|
+$5.25M
|
+6%
|
1.77%
|
–
|
71
|
9.86%
|
|
|
7511
|
Paradigm Capital Management (Nevada)
Reno,
Nevada
|
$97.8M
|
-$9.15M
|
-9%
|
2.82%
|
–
|
60
|
13.33%
|
|
|
7512
|
AFFINITY WEALTH LLC
Canton,
Ohio
|
$97.8M
|
-$398K
|
-0.4%
|
5.37%
|
–
|
53
|
30.19%
|
|
|
7513
|
Marathon Partners Equity Management
New York
|
$97.7M
|
-$17.4M
|
-15%
|
1.61%
|
–
|
29
|
44.83%
|
|
|
7514
|
Crescent Sterling
Metairie,
Louisiana
|
$97.5M
|
+$49.6K
|
+0.1%
|
1.32%
|
58.4%
|
81
|
14.81%
|
|
|
7515
|
AG Asset Advisory
Los Angeles,
California
|
$97.5M
|
-$2.76M
|
-3%
|
2.43%
|
–
|
23
|
4.35%
|
|
|
7516
|
Pitti Group Wealth Management
Victor,
New York
|
$97.5M
|
-$1.19M
|
-1%
|
1.58%
|
65.3%
|
79
|
15.19%
|
|
|
7517
|
LM Asset (IM) Inc
Vancouver,
British Columbia, Canada
|
$97.5M
|
-$11.7M
|
-11%
|
14.8%
|
–
|
12
|
33.33%
|
|
|
7518
|
StepStone Group
La Jolla,
California
|
$97.4M
|
-$17M
|
-15%
|
8.38%
|
103%
|
19
|
42.11%
|
|
|
7519
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$97.4M
|
+$3.1M
|
+3%
|
1.22%
|
70.8%
|
110
|
13.64%
|
|
|
7520
|
|
$97.3M
|
+$44.1M
|
+83%
|
4.25%
|
42.7%
|
9
|
22.22%
|
|
|
7521
|
LWM Advisors
El Dorado Hills,
California
|
$97.3M
|
-$2.36M
|
-2%
|
2.05%
|
–
|
28
|
21.43%
|
|
|
7522
|
Shepherd Wealth Management
Cincinnati,
Ohio
|
$97.3M
|
-$4.44M
|
-4%
|
4.53%
|
–
|
52
|
48.08%
|
|
|
7523
|
Lattice Capital Management
Kirkland,
Washington
|
$97.3M
|
-$24.1M
|
-20%
|
11.8%
|
187%
|
29
|
24.14%
|
|
|
7524
|
Velan Capital Investment Management
Alpharetta,
Georgia
|
$97.2M
|
-$18.7M
|
-16%
|
5.48%
|
2,395%
|
55
|
32.73%
|
|
|
7525
|
Panoramic Capital Partners
Lake Oswego,
Oregon
|
$97M
|
-$16.8M
|
-15%
|
4.93%
|
–
|
69
|
39.13%
|
|