|
7976
|
DAG Ventures
Palo Alto,
California
|
$125M
|
-$4.01M
|
-3%
|
3.04%
|
–
|
3
|
0%
|
7.3
|
|
|
7977
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$125M
|
+$15.7M
|
+14%
|
12.6%
|
–
|
1,565
|
22.36%
|
1.6
|
|
|
7978
|
Kassira Wealth Management
Knoxville,
Tennessee
|
$125M
|
+$15.8M
|
+15%
|
10.6%
|
–
|
68
|
19.12%
|
2.2
|
|
|
7979
|
Cauble & Harre Wealth Management
Saint Louis,
Missouri
|
$125M
|
-$870K
|
-0.7%
|
4.5%
|
–
|
77
|
10.39%
|
1.8
|
|
|
7980
|
Box Hill Private Wealth
Scottsdale,
Arizona
|
$125M
|
+$23.5M
|
+23%
|
23%
|
–
|
73
|
17.81%
|
1.6
|
|
|
7981
|
Kennebec Savings Bank
Augusta,
Maine
|
$125M
|
+$13.2M
|
+12%
|
11.1%
|
–
|
289
|
15.57%
|
5.5
|
|
|
7982
|
Essential Investment Partners
Englewood,
Colorado
|
$125M
|
+$16.6M
|
+15%
|
22.1%
|
–
|
322
|
9.63%
|
1.8
|
|
|
7983
|
Haven Capital Group
Westlake Village,
California
|
$125M
|
+$16.8M
|
+16%
|
20.5%
|
–
|
40
|
15%
|
4.8
|
|
|
7984
|
Platt Wealth Management
San Diego,
California
|
$124M
|
+$21.8M
|
+21%
|
14.2%
|
–
|
58
|
15.52%
|
1.6
|
|
|
7985
|
Bristlecone Value Partners
Los Angeles,
California
|
$124M
|
+$10.7M
|
+9%
|
11.8%
|
–
|
71
|
5.63%
|
1.5
|
|
|
7986
|
Miller Financial Services
Marshall,
Michigan
|
$124M
|
+$32.9M
|
+36%
|
7.8%
|
–
|
152
|
27.63%
|
3.8
|
|
|
7987
|
|
$124M
|
+$555K
|
+0.4%
|
6.25%
|
71.6%
|
76
|
14.47%
|
17.1
|
|
|
7988
|
Sherwood Financial Partners
Westlake Village,
California
|
$124M
|
+$11.1M
|
+10%
|
10.2%
|
–
|
8
|
0%
|
5.3
|
|
|
7989
|
Palatine Hill Wealth Management
Birmingham,
Michigan
|
$124M
|
+$9.29M
|
+8%
|
11.6%
|
–
|
57
|
19.3%
|
1.6
|
|
|
7990
|
Concorde Financial
Dallas,
Texas
|
$124M
|
-$3.19M
|
-3%
|
0.13%
|
81.3%
|
26
|
0%
|
12.4
|
|
|
7991
|
Prospect Financial Group
Arlington,
Virginia
|
$124M
|
+$15.8M
|
+15%
|
12.6%
|
–
|
72
|
15.28%
|
4.7
|
|
|
7992
|
Connecticut Capital Management Group
Milford,
Connecticut
|
$124M
|
+$18.3M
|
+17%
|
17.7%
|
–
|
133
|
21.05%
|
1.5
|
|
|
7993
|
Opus Financial Solutions
Downers Grove,
Illinois
|
$124M
|
+$17.9M
|
+17%
|
8.3%
|
–
|
118
|
18.64%
|
1.6
|
|
|
7994
|
Burnham & Co
Grand Rapids,
Michigan
|
$124M
|
–
|
–
|
13.1%
|
–
|
197
|
–
|
0
|
|
|
7995
|
Conquis Financial
Milbrae,
California
|
$124M
|
+$3.37M
|
+3%
|
10.8%
|
–
|
54
|
0%
|
5.6
|
|
|
7996
|
Robocap Asset Management
London,
United Kingdom
|
$124M
|
+$30.5M
|
+33%
|
85.1%
|
259%
|
26
|
26.92%
|
7.8
|
|
|
7997
|
Corps Capital Advisors
Southlake,
Texas
|
$124M
|
+$8.73M
|
+8%
|
23.3%
|
–
|
110
|
22.73%
|
3.5
|
|
|
7998
|
Clarion Wealth Managment Partners
Fairfax,
Virginia
|
$124M
|
+$13.5M
|
+12%
|
12.3%
|
–
|
92
|
14.13%
|
3.4
|
|
|
7999
|
|
$124M
|
-$13.9M
|
-10%
|
9.35%
|
–
|
2
|
0%
|
2
|
|
|
8000
|
Wagner Wealth Management (Pennsylvania)
Conyngham,
Pennsylvania
|
$124M
|
+$12.4M
|
+11%
|
12.9%
|
–
|
117
|
25.64%
|
1.6
|
|