|
7501
|
|
$135M
|
-$1.94M
|
-1%
|
3.11%
|
70.4%
|
43
|
11.63%
|
|
|
7502
|
Bright Futures Wealth Management
Webster, Ny 14580,
New York
|
$135M
|
+$7.11M
|
+6%
|
3.93%
|
–
|
173
|
23.12%
|
|
|
7503
|
Cushing Capital Partners
Delafield,
Wisconsin
|
$135M
|
+$7.34M
|
+6%
|
2.91%
|
–
|
89
|
8.99%
|
|
|
7504
|
Global Trust Wealth Management
West Palm Beach,
Florida
|
$135M
|
–
|
–
|
2.25%
|
–
|
85
|
–
|
|
|
7505
|
Maytree Asset Management
Hong Kong
|
$135M
|
+$23.7M
|
+21%
|
19.3%
|
402%
|
20
|
60%
|
|
|
7506
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$135M
|
–
|
–
|
4.55%
|
–
|
212
|
–
|
|
|
7507
|
Guild Investment Management
Los Angeles,
California
|
$135M
|
+$8.88M
|
+7%
|
1.65%
|
101%
|
58
|
29.31%
|
|
|
7508
|
Dalton Investments
Las Vegas,
Nevada
|
$135M
|
-$14.4M
|
-10%
|
1.33%
|
95.1%
|
20
|
15%
|
|
|
7509
|
Camelot Technology Advisors
San Francisco,
California
|
$135M
|
+$8.77M
|
+7%
|
3.34%
|
–
|
58
|
3.45%
|
|
|
7510
|
WPG Advisers
Baltimore,
Maryland
|
$135M
|
+$5.79M
|
+4%
|
2.09%
|
–
|
1,538
|
10.14%
|
|
|
7511
|
Lauer Wealth
Valparaiso,
Indiana
|
$135M
|
-$5.25M
|
-4%
|
0.12%
|
75.5%
|
75
|
28%
|
|
|
7512
|
Entrust Financial
Wayne,
Pennsylvania
|
$135M
|
–
|
–
|
2.16%
|
–
|
420
|
–
|
|
|
7513
|
Peterson Wealth Management
Sparks,
Nevada
|
$135M
|
-$9.72M
|
-7%
|
1.4%
|
78%
|
46
|
26.09%
|
|
|
7514
|
Flax Pond Capital
Falmouth,
Massachusetts
|
$135M
|
–
|
–
|
6.35%
|
–
|
51
|
–
|
|
|
7515
|
Kids Capital Management
Los Angeles,
California
|
$134M
|
+$3.85M
|
+3%
|
2.78%
|
–
|
14
|
14.29%
|
|
|
7516
|
Hamrick Investment Counsel
Seattle,
Washington
|
$134M
|
–
|
–
|
1.92%
|
–
|
184
|
–
|
|
|
7517
|
Steinberg Asset Management
New York
|
$134M
|
-$4.78M
|
-3%
|
1.78%
|
130%
|
41
|
7.32%
|
|
|
7518
|
Magnolia Capital Management
Cold Spring,
New York
|
$134M
|
+$4.1M
|
+3%
|
3.48%
|
77.6%
|
77
|
11.69%
|
|
|
7519
|
|
$134M
|
-$4.11M
|
-3%
|
8.74%
|
105%
|
17
|
0%
|
|
|
7520
|
Lesa Sroufe & Co
Seattle,
Washington
|
$134M
|
+$10.5M
|
+9%
|
15.4%
|
–
|
71
|
5.63%
|
|
|
7521
|
Lubar & Co
Milwaukee,
Wisconsin
|
$134M
|
–
|
–
|
2.08%
|
–
|
3
|
–
|
|
|
7522
|
Hallstatt Advisors
New York
|
$134M
|
–
|
–
|
6.56%
|
–
|
16
|
–
|
|
|
7523
|
Paladin Partners
Hartland,
Wisconsin
|
$134M
|
–
|
–
|
1.43%
|
–
|
216
|
–
|
|
|
7524
|
Eddie Patel Inc
Chicago,
Illinois
|
$134M
|
–
|
–
|
2.5%
|
–
|
104
|
–
|
|
|
7525
|
Bayforest Capital
London,
United Kingdom
|
$134M
|
-$76.2M
|
-36%
|
3.66%
|
–
|
990
|
48.99%
|
|