|
7601
|
Legacy Capital Wealth Management
The Woodlands,
Texas
|
$101M
|
–
|
–
|
5.87%
|
–
|
51
|
–
|
0
|
|
|
7602
|
Propel Bio Management
Los Angeles,
California
|
$101M
|
-$71.7M
|
-42%
|
15.5%
|
–
|
23
|
17.39%
|
0.7
|
|
|
7603
|
Strategent Financial
Harrisonburg,
Virginia
|
$101M
|
–
|
–
|
0.37%
|
–
|
32
|
–
|
0
|
|
|
7604
|
K2 Financial
Glendora,
California
|
$101M
|
–
|
–
|
2.47%
|
–
|
60
|
–
|
0
|
|
|
7605
|
Fortress Financial Group
Rochester,
Minnesota
|
$101M
|
–
|
–
|
0.88%
|
–
|
69
|
–
|
0
|
|
|
7606
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$101M
|
–
|
–
|
0.02%
|
–
|
714
|
–
|
0
|
|
|
7607
|
Mascagni Wealth Management
Clinton,
Mississippi
|
$101M
|
–
|
–
|
2.31%
|
–
|
112
|
–
|
0
|
|
|
7608
|
International Private Wealth Advisors
San Diego,
California
|
$100M
|
+$32.2M
|
+47%
|
0.03%
|
63.4%
|
157
|
26.11%
|
0.6
|
|
|
7609
|
IDG China Capital Fund III Associates
Central Hong Kong,
China
|
$100M
|
–
|
–
|
18.2%
|
–
|
2
|
–
|
0
|
|
|
7610
|
Novus Advisors
Greenville,
South Carolina
|
$100M
|
–
|
–
|
0.22%
|
–
|
112
|
–
|
0
|
|
|
7611
|
Severin Investments
St. Louis,
Missouri
|
$100M
|
–
|
–
|
2.46%
|
–
|
185
|
–
|
0
|
|
|
7612
|
CWC Advisors
Lake Oswego,
Oregon
|
$100M
|
-$965K
|
-1%
|
3.26%
|
–
|
126
|
7.94%
|
0.2
|
|
|
7613
|
Schaeffer Financial
Rockville,
Maryland
|
$100M
|
+$1.82M
|
+2%
|
0.08%
|
52.2%
|
19
|
21.05%
|
1.8
|
|
|
7614
|
Pathway Capital Management
Irvine,
California
|
$100M
|
+$47.3M
|
+89%
|
24.1%
|
659%
|
10
|
60%
|
0.2
|
|
|
7615
|
AG Asset Advisory
Los Angeles,
California
|
$100M
|
–
|
–
|
1.91%
|
–
|
23
|
–
|
0
|
|
|
7616
|
AlphaCentric Advisors
San Juan,
Puerto Rico
|
$100M
|
-$34.3M
|
-25%
|
4.14%
|
–
|
294
|
50.68%
|
0.8
|
|
|
7617
|
Kinney Asset Management
Chicago,
Illinois
|
$100M
|
-$6.68M
|
-6%
|
2.78%
|
10.1%
|
4
|
0%
|
4.1
|
|
|
7618
|
MY Wealth Management
Germantown,
Maryland
|
$100M
|
+$1.56M
|
+2%
|
2.23%
|
41.2%
|
27
|
7.41%
|
1.9
|
|
|
7619
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$100M
|
-$4.26M
|
-4%
|
1.49%
|
82%
|
201
|
15.92%
|
1.4
|
|
|
7620
|
|
$100M
|
–
|
–
|
4.47%
|
–
|
19
|
–
|
2.7
|
|
|
7621
|
BTS Asset Management
Lincoln,
Massachusetts
|
$100M
|
-$4.81M
|
-5%
|
2.1%
|
8.8%
|
52
|
71.15%
|
0.5
|
|
|
7622
|
Pictet Bank & Trust
Nassau,
Bahamas
|
$100M
|
+$1.32M
|
+1%
|
2.98%
|
82.7%
|
44
|
11.36%
|
5.2
|
|
|
7623
|
Phil A. Younker & Associates
Fairbanks,
Alaska
|
$100M
|
–
|
–
|
1.76%
|
–
|
28
|
–
|
0
|
|
|
7624
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$100M
|
+$10.7M
|
+12%
|
1.68%
|
–
|
88
|
20.45%
|
0.7
|
|
|
7625
|
Sellaronda Global Management
New York
|
$100M
|
–
|
–
|
24.1%
|
–
|
13
|
–
|
0
|
|