|
8226
|
Forteris Wealth Management
Armonk,
New York
|
$102M
|
–
|
–
|
3.97%
|
–
|
67
|
–
|
|
|
8227
|
Monetary Solutions
Dayton,
Ohio
|
$102M
|
–
|
–
|
2.08%
|
–
|
315
|
–
|
|
|
8228
|
BankChampaign National Association
Champaign,
Illinois
|
$101M
|
–
|
–
|
4.85%
|
–
|
179
|
–
|
|
|
8229
|
Walsh & Associates
Sarasota,
Florida
|
$101M
|
–
|
–
|
2%
|
–
|
235
|
–
|
|
|
8230
|
Wagner Wealth Management (Pennsylvania)
Conyngham,
Pennsylvania
|
$101M
|
–
|
–
|
2.72%
|
–
|
114
|
–
|
|
|
8231
|
Oath Planning
Tulsa,
Oklahoma
|
$101M
|
–
|
–
|
2.6%
|
–
|
68
|
–
|
|
|
8232
|
Adkins Seale Capital Management
Shreveport,
Louisiana
|
$101M
|
–
|
–
|
3.16%
|
–
|
226
|
–
|
|
|
8233
|
Kalehua Capital Management
Dallas,
Texas
|
$101M
|
–
|
–
|
26.8%
|
–
|
19
|
–
|
|
|
8234
|
Tepp RIA
Westfield,
New Jersey
|
$101M
|
+$12.9M
|
+15%
|
4.64%
|
–
|
41
|
19.51%
|
|
|
8235
|
Point Nemo Capital
Dripping Springs,
Texas
|
$101M
|
–
|
–
|
7.53%
|
–
|
101
|
–
|
|
|
8236
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$101M
|
–
|
–
|
0.91%
|
–
|
535
|
–
|
|
|
8237
|
Measured Risk Portfolios
San Diego,
California
|
$101M
|
-$6.47M
|
-6%
|
2.55%
|
–
|
68
|
10.29%
|
|
|
8238
|
Platt Wealth Management
San Diego,
California
|
$101M
|
–
|
–
|
4.83%
|
–
|
44
|
–
|
|
|
8239
|
Vertex Investment Solutions
Chiyoda-Ku,
|
$101M
|
–
|
–
|
0.41%
|
–
|
22
|
–
|
|
|
8240
|
Silversmith Partners I GP
Boston,
Massachusetts
|
$101M
|
–
|
–
|
28%
|
–
|
1
|
–
|
|
|
8241
|
IFC & Insurance Marketing
Auburn,
California
|
$101M
|
–
|
–
|
1.06%
|
–
|
759
|
–
|
|
|
8242
|
Birchwood Financial Partners
Bloomington,
Minnesota
|
$101M
|
–
|
–
|
2.1%
|
–
|
352
|
–
|
|
|
8243
|
Applied Fundamental Research
Cambridge,
Massachusetts
|
$101M
|
-$2.24M
|
-2%
|
13%
|
44.6%
|
11
|
18.18%
|
|
|
8244
|
Blom & Howell Financial Planning
Modesto,
California
|
$101M
|
–
|
–
|
1.89%
|
–
|
62
|
–
|
|
|
8245
|
Robert B. Daugherty Foundation
Omaha,
Nebraska
|
$101M
|
–
|
–
|
3.76%
|
–
|
1
|
–
|
|
|
8246
|
Marathon Partners Equity Management
New York
|
$101M
|
-$38.4M
|
-28%
|
2.68%
|
–
|
19
|
26.32%
|
|
|
8247
|
Avanda Investment Management
Singapore
|
$101M
|
-$26.5M
|
-21%
|
1.39%
|
–
|
31
|
9.68%
|
|
|
8248
|
Advisory Advocates
Grand Rapids,
Michigan
|
$101M
|
–
|
–
|
1.21%
|
–
|
168
|
–
|
|
|
8249
|
Vistica Wealth Advisors
Carlsbad,
California
|
$100M
|
–
|
–
|
3.56%
|
–
|
45
|
–
|
|
|
8250
|
Ankerstar Wealth
Leander,
Texas
|
$100M
|
–
|
–
|
0.3%
|
–
|
1,030
|
–
|
|