|
7901
|
Pursuit Wealth Management
Palm Beach Gardens,
Florida
|
$116M
|
–
|
–
|
2.25%
|
–
|
118
|
–
|
|
|
7902
|
Macco Financial Group
Green Bay,
Wisconsin
|
$116M
|
–
|
–
|
2.06%
|
–
|
19
|
–
|
|
|
7903
|
Conquis Financial
Milbrae,
California
|
$116M
|
+$10.7M
|
+10%
|
2.69%
|
–
|
68
|
20.59%
|
|
|
7904
|
Tao Capital Management
San Francisco,
California
|
$116M
|
-$16M
|
-12%
|
3.81%
|
314%
|
10
|
20%
|
|
|
7905
|
Hudson Portfolio Management
Garrison,
New York
|
$116M
|
+$3.27M
|
+3%
|
5.11%
|
–
|
113
|
7.08%
|
|
|
7906
|
Asempa Wealth Advisors
Baton Rouge,
Louisiana
|
$116M
|
–
|
–
|
2.16%
|
–
|
113
|
–
|
|
|
7907
|
Approach Retirement Advisors
Vestavia,
Alabama
|
$116M
|
–
|
–
|
1.81%
|
–
|
78
|
–
|
|
|
7908
|
Targeted Financial Services
Seminole,
Florida
|
$116M
|
–
|
–
|
3.51%
|
–
|
52
|
–
|
|
|
7909
|
Intrepid Family Office
Sarasota,
Florida
|
$116M
|
-$3.52M
|
-3%
|
9.72%
|
–
|
46
|
36.96%
|
|
|
7910
|
North Capital
Salt Lake City,
Utah
|
$116M
|
-$13.2M
|
-10%
|
2.18%
|
–
|
732
|
88.11%
|
|
|
7911
|
Virtus Family Office
El Paso,
Texas
|
$116M
|
+$9.18M
|
+9%
|
2.53%
|
48.4%
|
67
|
26.87%
|
|
|
7912
|
Sherwood Financial Partners
Westlake Village,
California
|
$116M
|
+$1.37M
|
+1%
|
1.18%
|
–
|
9
|
11.11%
|
|
|
7913
|
McCartney Wealth Management
Clayton,
Missouri
|
$116M
|
–
|
–
|
2.14%
|
–
|
61
|
–
|
|
|
7914
|
Perissos Private Wealth Management
Bethany,
Oklahoma
|
$116M
|
-$21.5M
|
-16%
|
3.11%
|
–
|
85
|
17.65%
|
|
|
7915
|
Bingham Private Wealth
San Francisco,
California
|
$116M
|
–
|
–
|
4.31%
|
–
|
151
|
–
|
|
|
7916
|
Kennebec Savings Bank
Augusta,
Maine
|
$116M
|
+$6.08M
|
+6%
|
3.48%
|
–
|
259
|
4.25%
|
|
|
7917
|
BML Capital Management
Zionsville,
Indiana
|
$116M
|
+$6.47M
|
+6%
|
26.3%
|
349%
|
25
|
56%
|
|
|
7918
|
Sellaronda Global Management
New York
|
$116M
|
+$2.47M
|
+2%
|
0.4%
|
–
|
9
|
33.33%
|
|
|
7919
|
Park Circle Company
Baltimore,
Maryland
|
$116M
|
-$3.74M
|
-3%
|
2.03%
|
70.5%
|
70
|
28.57%
|
|
|
7920
|
A4 Wealth Advisors
Huntersville,
North Carolina
|
$116M
|
-$3.08M
|
-3%
|
2.31%
|
–
|
179
|
36.87%
|
|
|
7921
|
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
|
$116M
|
–
|
–
|
4.45%
|
–
|
159
|
–
|
|
|
7922
|
Institutional Venture Management XV
Menlo Park,
California
|
$116M
|
-$15.9M
|
-12%
|
6.83%
|
116%
|
3
|
0%
|
|
|
7923
|
Silver Grove Financial Group
Orchard Park,
New York
|
$115M
|
+$10.1M
|
+10%
|
2.53%
|
–
|
152
|
38.16%
|
|
|
7924
|
Susquehanna Capital Management
Bala Cynwyd,
Pennsylvania
|
$115M
|
-$37.4M
|
-24%
|
7.11%
|
40.8%
|
1
|
0%
|
|
|
7925
|
OV Management
Minneapolis,
Minnesota
|
$115M
|
-$2.46M
|
-2%
|
0.68%
|
–
|
56
|
1.79%
|
|