|
7526
|
Equitec Proprietary Markets
Chicago,
Illinois
|
$106M
|
-$34.7M
|
-25%
|
23.9%
|
527%
|
85
|
45.88%
|
|
|
7527
|
OneAscent Family Office
Birmingham,
Alabama
|
$106M
|
-$1.72M
|
-2%
|
9.37%
|
–
|
145
|
21.38%
|
|
|
7528
|
Mendota Financial Group
Madison,
Wisconsin
|
$106M
|
+$13.6M
|
+15%
|
6%
|
53.8%
|
119
|
21.01%
|
|
|
7529
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$106M
|
+$5.58M
|
+6%
|
8.71%
|
–
|
133
|
9.02%
|
|
|
7530
|
Minot DeBlois Advisors
Boston,
Massachusetts
|
$106M
|
+$5.23M
|
+5%
|
7.48%
|
–
|
259
|
4.63%
|
|
|
7531
|
Santa Clara Valley Transportation Authority
San Jose,
California
|
$105M
|
+$4.35M
|
+4%
|
4.53%
|
–
|
4
|
0%
|
|
|
7532
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$105M
|
+$12.6M
|
+14%
|
8.02%
|
–
|
74
|
27.03%
|
|
|
7533
|
Platt Investment Counsel
Lake Mary,
Florida
|
$105M
|
+$3.88M
|
+4%
|
9.45%
|
58.9%
|
10
|
10%
|
|
|
7534
|
Wilmar Advisors
Juno Beach,
Florida
|
$105M
|
+$8.52M
|
+9%
|
13.1%
|
–
|
22
|
31.82%
|
|
|
7535
|
10Elms LLP
Tulsa,
Oklahoma
|
$105M
|
+$5.57M
|
+6%
|
5.74%
|
–
|
528
|
5.87%
|
|
|
7536
|
Arrow Investment Advisors
Laurel,
Maryland
|
$105M
|
+$10.5M
|
+11%
|
5.36%
|
36.3%
|
77
|
67.53%
|
|
|
7537
|
Bingham Private Wealth
San Francisco,
California
|
$105M
|
+$8.17M
|
+8%
|
11.2%
|
–
|
164
|
10.98%
|
|
|
7538
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$105M
|
+$1.18M
|
+1%
|
7.49%
|
85%
|
33
|
9.09%
|
|
|
7539
|
Hobbs Wealth Management
Zionsville,
Indiana
|
$105M
|
+$14.6M
|
+16%
|
12.1%
|
–
|
58
|
27.59%
|
|
|
7540
|
Yorktown Management & Research Company
Forest,
Virginia
|
$105M
|
+$12.8M
|
+14%
|
22.6%
|
223%
|
245
|
31.02%
|
|
|
7541
|
Curat Global
Springfield,
New Hampshire
|
$105M
|
+$22.7M
|
+28%
|
10.2%
|
–
|
308
|
4.87%
|
|
|
7542
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$105M
|
–
|
–
|
8.18%
|
–
|
410
|
–
|
|
|
7543
|
Green Alpha Advisors
Niwot,
Colorado
|
$105M
|
+$11.1M
|
+12%
|
21.3%
|
267%
|
112
|
2.68%
|
|
|
7544
|
York GP
Grand Cayman,
Cayman Islands
|
$104M
|
-$18.8M
|
-15%
|
18.2%
|
–
|
4
|
75%
|
|
|
7545
|
Legacy Solutions LLC
Kennett Square,
Pennsylvania
|
$104M
|
+$13.6M
|
+15%
|
9.95%
|
–
|
80
|
13.75%
|
|
|
7546
|
MY Wealth Management
Germantown,
Maryland
|
$104M
|
+$1.01M
|
+1%
|
4.59%
|
36.1%
|
32
|
21.88%
|
|
|
7547
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$104M
|
-$6.32M
|
-6%
|
14.3%
|
66.3%
|
216
|
16.67%
|
|
|
7548
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$104M
|
+$40.1K
|
+0%
|
1.28%
|
52.2%
|
63
|
3.17%
|
|
|
7549
|
Luts & Greenleigh Group
Bethesda,
Maryland
|
$104M
|
+$3.66M
|
+4%
|
5.08%
|
–
|
80
|
7.5%
|
|
|
7550
|
Square Wave Capital
Brooklyn,
New York
|
$104M
|
+$10.8M
|
+12%
|
13.9%
|
–
|
8
|
12.5%
|
|