|
7601
|
ASL Financial
Los Gatos,
California
|
$125M
|
-$2.12M
|
-2%
|
1.38%
|
–
|
96
|
7.29%
|
|
|
7602
|
Challenger Wealth Management
Aliso Viejo,
California
|
$125M
|
-$5.94M
|
-5%
|
0.33%
|
–
|
63
|
7.94%
|
|
|
7603
|
Carbahal Olsen Financial Services Group
Davis,
California
|
$125M
|
-$5.16M
|
-4%
|
2.93%
|
–
|
44
|
20.45%
|
|
|
7604
|
Finward Bancorp
Munster,
Indiana
|
$125M
|
-$3.69M
|
-3%
|
1.64%
|
–
|
107
|
5.61%
|
|
|
7605
|
PCG Asset Management
Gladstone,
New Jersey
|
$125M
|
-$317K
|
-0.3%
|
1.62%
|
–
|
80
|
5%
|
|
|
7606
|
Freestate Advisors
Overland Park,
Kansas
|
$125M
|
+$2.01M
|
+2%
|
0.27%
|
–
|
44
|
11.36%
|
|
|
7607
|
Whitebark Investors
Incline Village,
Nevada
|
$125M
|
-$40.9M
|
-25%
|
27.1%
|
–
|
9
|
0%
|
|
|
7608
|
P.A.W. Capital
Greenwich,
Connecticut
|
$125M
|
+$79M
|
+172%
|
3.82%
|
54.6%
|
66
|
71.21%
|
|
|
7609
|
Sentinel Wealth Management
Reston,
Virginia
|
$125M
|
+$4.42M
|
+4%
|
1.33%
|
–
|
39
|
2.56%
|
|
|
7610
|
Broussard Financial Group
Kaplan,
Louisiana
|
$125M
|
+$1.65M
|
+1%
|
1.37%
|
–
|
36
|
25%
|
|
|
7611
|
Campbell Deegan Wealth Management
Richmond,
Virginia
|
$125M
|
+$1.06M
|
+0.9%
|
2.34%
|
–
|
56
|
23.21%
|
|
|
7612
|
Appalachian Capital Management
St Clairsville,
Ohio
|
$125M
|
+$99.6K
|
+0.1%
|
1.7%
|
–
|
47
|
14.89%
|
|
|
7613
|
Sandro Wealth Management
Fairfield,
New Jersey
|
$125M
|
+$4.09M
|
+3%
|
0.39%
|
–
|
102
|
11.76%
|
|
|
7614
|
Robert Wood Johnson Foundation
Princeton,
New Jersey
|
$125M
|
+$937K
|
+0.8%
|
1.77%
|
4.83%
|
2
|
0%
|
|
|
7615
|
Prosperity Bancshares
Houston,
Texas
|
$125M
|
+$13.9M
|
+13%
|
0.56%
|
–
|
429
|
11.19%
|
|
|
7616
|
Blue Water Life Science Advisors
Larkspur,
California
|
$125M
|
-$34.6M
|
-22%
|
0.23%
|
503%
|
11
|
27.27%
|
|
|
7617
|
Allium Financial Advisors
Lake Oswego,
Oregon
|
$125M
|
-$1.44M
|
-1%
|
2.49%
|
–
|
81
|
4.94%
|
|
|
7618
|
Kite Lake Capital Management (UK)
London,
United Kingdom
|
$125M
|
+$65M
|
+109%
|
11.6%
|
337%
|
10
|
70%
|
|
|
7619
|
Strategic Wealth Advisors
Scottsdale,
Arizona
|
$125M
|
+$7.75M
|
+7%
|
0.53%
|
–
|
273
|
6.96%
|
|
|
7620
|
WFA of San Diego
San Diego,
California
|
$125M
|
-$12M
|
-9%
|
0.63%
|
–
|
425
|
10.59%
|
|
|
7621
|
|
$125M
|
-$10.6M
|
-8%
|
3.22%
|
70.4%
|
43
|
4.65%
|
|
|
7622
|
Canandaigua National Trust of Florida
Canandaigua,
New York
|
$125M
|
-$35.3M
|
-22%
|
2.31%
|
–
|
139
|
29.5%
|
|
|
7623
|
Ponta Wealth Partners
Winter Park,
Florida
|
$124M
|
+$17.1M
|
+16%
|
1.76%
|
–
|
144
|
24.31%
|
|
|
7624
|
Silver Grove Financial Group
Orchard Park,
New York
|
$124M
|
+$8.89M
|
+8%
|
1.2%
|
–
|
524
|
75.76%
|
|
|
7625
|
Stephen J. Garry & Associates
Garden City,
New York
|
$124M
|
-$1.74M
|
-1%
|
1.76%
|
–
|
54
|
11.11%
|
|