|
8226
|
Gainline Financial Partners
Louisville,
Colorado
|
$107M
|
–
|
–
|
11.8%
|
–
|
56
|
–
|
|
|
8227
|
Burkett Asset Management
Victoria,
|
$107M
|
+$5.53M
|
+5%
|
14.1%
|
–
|
66
|
18.18%
|
|
|
8228
|
Fullerton Advisors
Danville,
California
|
$107M
|
+$10.4M
|
+11%
|
12.2%
|
–
|
56
|
8.93%
|
|
|
8229
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
$107M
|
-$727K
|
-0.7%
|
17.3%
|
–
|
945
|
93.12%
|
|
|
8230
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$107M
|
+$10.7M
|
+11%
|
11.5%
|
–
|
122
|
19.67%
|
|
|
8231
|
American Wealth Advisors
Johns Creek,
Georgia
|
$107M
|
+$10.6M
|
+11%
|
12.3%
|
–
|
42
|
2.38%
|
|
|
8232
|
Ebert Capital Management
Eureka,
California
|
$107M
|
+$8.65M
|
+9%
|
12.8%
|
–
|
29
|
13.79%
|
|
|
8233
|
CFG Wealth Management Services
Indianapolis,
Indiana
|
$107M
|
-$3.63M
|
-3%
|
6.04%
|
–
|
152
|
47.37%
|
|
|
8234
|
October Effect
Virginia Beach,
Virginia
|
$106M
|
+$19.5M
|
+22%
|
64.6%
|
–
|
76
|
31.58%
|
|
|
8235
|
Plus Group Wealth Advisors
Belgium,
Wisconsin
|
$106M
|
+$15.4M
|
+17%
|
12%
|
–
|
48
|
14.58%
|
|
|
8236
|
Wallace Advisory Group
Lafayette,
California
|
$106M
|
+$12.7M
|
+14%
|
9.69%
|
50.9%
|
146
|
23.97%
|
|
|
8237
|
Calder Financial
Downingtown,
Pennsylvania
|
$106M
|
+$5.41M
|
+5%
|
12.2%
|
–
|
45
|
15.56%
|
|
|
8238
|
Expressive Wealth
Chicago,
Illinois
|
$106M
|
+$984K
|
+0.9%
|
17.1%
|
–
|
147
|
21.09%
|
|
|
8239
|
Regatta Research & Money Management
Metairie,
Louisiana
|
$106M
|
–
|
–
|
14.7%
|
–
|
495
|
–
|
|
|
8240
|
Elevated Private Wealth
Brookfield,
Wisconsin
|
$106M
|
–
|
–
|
28.8%
|
–
|
76
|
–
|
|
|
8241
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$106M
|
+$5.65M
|
+6%
|
17.5%
|
–
|
178
|
47.19%
|
|
|
8242
|
Hyposwiss Advisors
Geneva,
|
$106M
|
+$4.39M
|
+4%
|
14.4%
|
–
|
114
|
10.53%
|
|
|
8243
|
Board of the Pension Protection Fund
Croydon,
United Kingdom
|
$105M
|
-$3.31M
|
-3%
|
8.1%
|
–
|
201
|
67.66%
|
|
|
8244
|
Villanova Investment Management
Wayne,
Pennsylvania
|
$105M
|
+$7.79M
|
+8%
|
9.8%
|
–
|
59
|
10.17%
|
|
|
8245
|
Generations Wealth LLC
Mason,
Ohio
|
$105M
|
+$2.33M
|
+2%
|
12.1%
|
–
|
37
|
24.32%
|
|
|
8246
|
Succession Financial
Mckinney,
Texas
|
$105M
|
–
|
–
|
29%
|
–
|
50
|
–
|
|
|
8247
|
Cogent Strategic Wealth
Chicago,
Illinois
|
$105M
|
+$7.59M
|
+8%
|
13.8%
|
–
|
61
|
13.11%
|
|
|
8248
|
22NW LP
Seattle,
Washington
|
$105M
|
-$41.2M
|
-28%
|
27.5%
|
138%
|
17
|
23.53%
|
|
|
8249
|
IDG China Venture Capital Fund V Associates
Hong Kong
|
$105M
|
-$21.1M
|
-17%
|
13.6%
|
7.34%
|
1
|
0%
|
|
|
8250
|
Indie Asset Partners
Carmel,
Indiana
|
$104M
|
+$16.7M
|
+19%
|
12.8%
|
119%
|
90
|
12.22%
|
|