|
7676
|
Sherman Wealth Management
Gaithersburg,
Maryland
|
$115M
|
–
|
–
|
1.69%
|
–
|
77
|
–
|
|
|
7677
|
WealthPoint Financial
Cramerton,
North Carolina
|
$115M
|
–
|
–
|
1.91%
|
–
|
117
|
–
|
|
|
7678
|
NWM Advisors
San Luis Obispo,
California
|
$115M
|
–
|
–
|
1.21%
|
–
|
25
|
–
|
|
|
7679
|
Curtis Wealth Management
Henderson,
Nevada
|
$115M
|
–
|
–
|
1.97%
|
–
|
52
|
–
|
|
|
7680
|
M Wealth Management LLC
San Diego,
California
|
$115M
|
+$1.04M
|
+0.9%
|
1.61%
|
–
|
49
|
2.04%
|
|
|
7681
|
BLVD Private Wealth
Prospect,
Kentucky
|
$115M
|
-$1.68M
|
-1%
|
0.02%
|
–
|
80
|
18.75%
|
|
|
7682
|
MY Wealth Management
Germantown,
Maryland
|
$115M
|
+$724K
|
+0.6%
|
0.81%
|
25.2%
|
37
|
8.11%
|
|
|
7683
|
Schaeffer Financial
Rockville,
Maryland
|
$115M
|
+$4.29M
|
+4%
|
1.05%
|
–
|
22
|
13.64%
|
|
|
7684
|
TandemGrowth Financial Advisors
Alpharetta,
Georgia
|
$115M
|
–
|
–
|
1.89%
|
–
|
24
|
–
|
|
|
7685
|
Cooke Wealth Management
Irvine,
California
|
$115M
|
–
|
–
|
1%
|
–
|
37
|
–
|
|
|
7686
|
KDK Private Wealth Management
Houston,
Texas
|
$115M
|
+$15.9M
|
+16%
|
0.35%
|
–
|
72
|
23.61%
|
|
|
7687
|
Multicoin Capital Management
Austin,
Texas
|
$114M
|
-$160M
|
-58%
|
50.2%
|
–
|
4
|
25%
|
|
|
7688
|
PSP Research
Newtown Square,
Pennsylvania
|
$114M
|
–
|
–
|
18.1%
|
–
|
85
|
–
|
|
|
7689
|
Mercato Partners Growth III GP
Cottonwood Heights,
Utah
|
$114M
|
–
|
–
|
35.6%
|
–
|
1
|
–
|
|
|
7690
|
Luminus Management
Houston,
Texas
|
$114M
|
+$2.94M
|
+3%
|
5.44%
|
13.1%
|
30
|
63.33%
|
|
|
7691
|
Capstone Wealth Management
Billings,
Montana
|
$114M
|
–
|
–
|
3.01%
|
–
|
40
|
–
|
|
|
7692
|
RPM Capital Partners
New York
|
$114M
|
+$50.5M
|
+79%
|
62.4%
|
–
|
2
|
50%
|
|
|
7693
|
Ativo Capital Management
Chicago,
Illinois
|
$114M
|
-$4.43M
|
-4%
|
3.64%
|
57.9%
|
64
|
25%
|
|
|
7694
|
Directional Asset Management
Arlington Heights,
Illinois
|
$114M
|
–
|
–
|
5.32%
|
–
|
93
|
–
|
|
|
7695
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$114M
|
+$3.14M
|
+3%
|
6.13%
|
–
|
139
|
10.79%
|
|
|
7696
|
Legacy Solutions LLC
Kennett Square,
Pennsylvania
|
$114M
|
+$2.61M
|
+2%
|
2.2%
|
–
|
83
|
8.43%
|
|
|
7697
|
Safe Harbor Family Capital
Chapel Hill,
North Carolina
|
$114M
|
–
|
–
|
1.25%
|
–
|
51
|
–
|
|
|
7698
|
Waycross Investment Management
Bellingham,
Washington
|
$114M
|
+$15.7M
|
+16%
|
3.07%
|
47.6%
|
50
|
22%
|
|
|
7699
|
Keenan LLC
Boston,
Massachusetts
|
$114M
|
–
|
–
|
2.59%
|
–
|
41
|
–
|
|
|
7700
|
Powerhouse Assets
Lincoln,
Massachusetts
|
$114M
|
–
|
–
|
2.22%
|
–
|
54
|
–
|
|