|
7501
|
Moon Capital Management
New York
|
$148M
|
-$17.6M
|
-11%
|
12.2%
|
76.3%
|
15
|
20%
|
13.6
|
|
|
7502
|
Harbour Wealth Management Group
Daniel Island,
South Carolina
|
$148M
|
+$15.1M
|
+11%
|
16.3%
|
–
|
91
|
4.4%
|
1.8
|
|
|
7503
|
Partnership Wealth Management
Towson,
Maryland
|
$148M
|
+$16.8M
|
+13%
|
15.6%
|
67.6%
|
68
|
4.41%
|
9
|
|
|
7504
|
Ahara Advisors
Jersey City,
New Jersey
|
$148M
|
+$28.3M
|
+24%
|
22.4%
|
–
|
56
|
7.14%
|
1.8
|
|
|
7505
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$148M
|
+$12.5M
|
+9%
|
20.5%
|
–
|
238
|
25.21%
|
4.1
|
|
|
7506
|
Navi International
Sao Paulo,
Brazil
|
$148M
|
-$74.4M
|
-33%
|
7.42%
|
–
|
18
|
55.56%
|
1.3
|
|
|
7507
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$148M
|
+$25.1M
|
+20%
|
10.1%
|
–
|
116
|
9.48%
|
5.6
|
|
|
7508
|
Alcosta Capital Management
San Ramon,
California
|
$148M
|
+$16.6M
|
+13%
|
22.3%
|
175%
|
23
|
4.35%
|
10.7
|
|
|
7509
|
RF&L Wealth Management
Acton,
Massachusetts
|
$148M
|
+$14.2M
|
+11%
|
12%
|
69.9%
|
54
|
11.11%
|
12.3
|
|
|
7510
|
Lawood & Co
Williamsport,
Pennsylvania
|
$148M
|
+$39.9M
|
+37%
|
19%
|
–
|
99
|
13.13%
|
1.8
|
|
|
7511
|
Bislett Management
Palo Alto,
California
|
$148M
|
+$18M
|
+14%
|
18.6%
|
19.8%
|
18
|
0%
|
24.6
|
|
|
7512
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$148M
|
+$39.5M
|
+37%
|
48.7%
|
225%
|
152
|
34.21%
|
12.7
|
|
|
7513
|
LiftPoint Family Wealth Advisors
Far Hills,
New Jersey
|
$148M
|
+$26.8M
|
+22%
|
15.6%
|
–
|
71
|
23.94%
|
1.4
|
|
|
7514
|
Tepp RIA
Westfield,
New Jersey
|
$147M
|
+$19.8M
|
+16%
|
14.9%
|
–
|
54
|
33.33%
|
2.9
|
|
|
7515
|
Dorato Capital Management
Denver,
Colorado
|
$147M
|
+$12M
|
+9%
|
16.1%
|
–
|
259
|
3.86%
|
1.9
|
|
|
7516
|
Summit Financial Consulting
Sterling Heights,
Michigan
|
$147M
|
+$7.71M
|
+6%
|
10.7%
|
–
|
51
|
23.53%
|
3.3
|
|
|
7517
|
Red Tree Management
Redwood City,
California
|
$147M
|
+$35.5M
|
+32%
|
35%
|
–
|
3
|
0%
|
6
|
|
|
7518
|
IDG China Venture Capital Fund IV Associates
Hong Kong
|
$147M
|
-$72M
|
-33%
|
23.5%
|
59.2%
|
4
|
0%
|
17.3
|
|
|
7519
|
Coquina Private Wealth LLC
Port Charlotte,
Florida
|
$147M
|
+$22.9M
|
+18%
|
19.4%
|
–
|
104
|
10.58%
|
1.8
|
|
|
7520
|
Castlefield Investment Partners
Manchester,
|
$147M
|
+$16.5M
|
+13%
|
22.7%
|
–
|
36
|
5.56%
|
1.9
|
|
|
7521
|
Sincerus Advisory
New York
|
$147M
|
+$15.3M
|
+12%
|
12%
|
–
|
82
|
8.54%
|
4.9
|
|
|
7522
|
Cygnus Capital Advisors
Atlanta,
Georgia
|
$147M
|
+$915K
|
+0.6%
|
14.2%
|
–
|
126
|
53.17%
|
1.3
|
|
|
7523
|
Madson Wealth Advisors
Santa Rosa,
California
|
$147M
|
+$26.9M
|
+22%
|
15.6%
|
–
|
100
|
19%
|
0.8
|
|
|
7524
|
Diamant Asset Management
Ridgefield,
Connecticut
|
$147M
|
+$9.87M
|
+7%
|
10%
|
66.9%
|
85
|
15.29%
|
21.6
|
|
|
7525
|
Winnow Wealth
Waco,
Texas
|
$147M
|
+$17.4M
|
+13%
|
14.8%
|
–
|
138
|
11.59%
|
2.8
|
|