|
7501
|
Wealth Advisory Team
Bellevue,
Kentucky
|
$107M
|
–
|
–
|
6.36%
|
–
|
38
|
–
|
|
|
7502
|
Brian Low Financial Group
Baton Rouge,
Louisiana
|
$107M
|
–
|
–
|
9.99%
|
–
|
100
|
–
|
|
|
7503
|
Magma Venture Partners General Partner
Tel Aviv,
Israel
|
$107M
|
+$10.7M
|
+11%
|
11.1%
|
4.7%
|
3
|
0%
|
|
|
7504
|
NDVR Inc
Boston,
Massachusetts
|
$107M
|
+$8.67M
|
+9%
|
9.78%
|
–
|
111
|
15.32%
|
|
|
7505
|
Pacific Capital Partners
London,
|
$107M
|
-$51.4M
|
-33%
|
5.24%
|
49.8%
|
43
|
18.6%
|
|
|
7506
|
Midwestern Financial
Iowa City,
Iowa
|
$107M
|
–
|
–
|
7.16%
|
–
|
54
|
–
|
|
|
7507
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
$107M
|
+$9.94M
|
+10%
|
7.19%
|
–
|
271
|
30.26%
|
|
|
7508
|
Severin Investments
St. Louis,
Missouri
|
$107M
|
+$6.67M
|
+7%
|
11.9%
|
–
|
205
|
26.83%
|
|
|
7509
|
Sentinel Wealth Management
Reston,
Virginia
|
$106M
|
–
|
–
|
6.82%
|
–
|
39
|
–
|
|
|
7510
|
Surience Private Wealth
Yakima,
Washington
|
$106M
|
+$48.9M
|
+85%
|
24.8%
|
168%
|
44
|
70.45%
|
|
|
7511
|
Diker Management
New York
|
$106M
|
+$22.9M
|
+27%
|
18.7%
|
210%
|
40
|
40%
|
|
|
7512
|
Sincerus Advisory
New York
|
$106M
|
+$11.6M
|
+12%
|
7.51%
|
–
|
67
|
7.46%
|
|
|
7513
|
Semitam Bonam
Goshen,
New York
|
$106M
|
–
|
–
|
6.02%
|
–
|
45
|
–
|
|
|
7514
|
Golden Bell Financial Planning
Alpharetta,
Georgia
|
$106M
|
+$3.22M
|
+3%
|
4.49%
|
–
|
35
|
5.71%
|
|
|
7515
|
Fiduciary Wealth Partners
Boston,
Massachusetts
|
$106M
|
-$9.56M
|
-8%
|
9.62%
|
–
|
81
|
33.33%
|
|
|
7516
|
BLVD Private Wealth
Prospect,
Kentucky
|
$106M
|
–
|
–
|
16.1%
|
–
|
73
|
–
|
|
|
7517
|
Vision Financial Markets
Stamford,
Connecticut
|
$106M
|
+$14.2M
|
+15%
|
11.6%
|
–
|
458
|
10.04%
|
|
|
7518
|
NCP Inc
La Quinta,
California
|
$106M
|
+$32M
|
+43%
|
26.2%
|
–
|
133
|
62.41%
|
|
|
7519
|
swisspartners Advisors
Zurich,
Switzerland
|
$106M
|
+$11.1M
|
+12%
|
1.38%
|
73.2%
|
26
|
15.38%
|
|
|
7520
|
Stonebridge Wealth Management
Oak Brook,
Illinois
|
$106M
|
–
|
–
|
3.82%
|
–
|
33
|
–
|
|
|
7521
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$106M
|
+$7.72M
|
+8%
|
11%
|
80.5%
|
94
|
5.32%
|
|
|
7522
|
Svenska Handelsbanken
Stockholm,
Sweden
|
$106M
|
+$5.52M
|
+5%
|
12.7%
|
–
|
11
|
63.64%
|
|
|
7523
|
CFC Planning Company
Cicero,
Indiana
|
$106M
|
+$12.5M
|
+13%
|
8.03%
|
–
|
108
|
43.52%
|
|
|
7524
|
Empower Harvest Management Services
Grand Cayman,
Cayman Islands
|
$106M
|
-$8.61M
|
-8%
|
7.52%
|
–
|
1
|
0%
|
|
|
7525
|
APEIRON Capital Ltd
Hong Kong
|
$106M
|
-$112M
|
-51%
|
17.1%
|
487%
|
13
|
76.92%
|
|