|
7001
|
Magnolia Capital Management
Cold Spring,
New York
|
$125M
|
+$8.56M
|
+7%
|
|
|
76
|
|
|
|
7002
|
Centricity Wealth Management
Westerville,
Ohio
|
$125M
|
+$15M
|
+14%
|
|
|
457
|
|
|
|
7003
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
$125M
|
+$5.66M
|
+5%
|
|
|
96
|
|
|
|
7004
|
PUREfi Wealth
Boston,
Massachusetts
|
$125M
|
+$25.1M
|
+25%
|
|
|
166
|
|
|
|
7005
|
Birch Financial Group
Keene,
New Hampshire
|
$125M
|
+$12.8M
|
+11%
|
|
|
124
|
|
|
|
7006
|
White & Co Financial Planning
Sunnyside,
Washington
|
$125M
|
+$8.99M
|
+8%
|
|
|
19
|
|
|
|
7007
|
Kennon-Green & Company
New Albany,
Ohio
|
$125M
|
+$2.48M
|
+2%
|
|
|
42
|
|
|
|
7008
|
SageOak Financial
Tulsa,
Oklahoma
|
$125M
|
+$12.2M
|
+11%
|
|
|
35
|
|
|
|
7009
|
Morey & Quinn Wealth Partners
Omaha,
Nebraska
|
$125M
|
+$4.24M
|
+4%
|
|
|
133
|
|
|
|
7010
|
Walnut Level Capital
Denver,
Colorado
|
$125M
|
-$211K
|
-0.2%
|
|
|
39
|
|
|
|
7011
|
Alterna Wealth Management
Houston,
Texas
|
$125M
|
-$6.93M
|
-5%
|
|
|
126
|
|
|
|
7012
|
Ackerman Asset Management
Rockville,
Maryland
|
$125M
|
+$14.3M
|
+13%
|
|
|
24
|
|
|
|
7013
|
Multicoin Capital Management
Austin,
Texas
|
$125M
|
+$29M
|
+30%
|
|
|
2
|
|
|
|
7014
|
Forefront Wealth Management
Malvern,
Pennsylvania
|
$125M
|
+$16.7M
|
+15%
|
|
|
63
|
|
|
|
7015
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$125M
|
+$11M
|
+10%
|
|
|
129
|
|
|
|
7016
|
Apex Wealth Management
Bedford,
New Hampshire
|
$125M
|
+$13.5M
|
+12%
|
|
|
63
|
|
|
|
7017
|
Flywheel Private Wealth
Los Altos,
California
|
$125M
|
+$14.9M
|
+14%
|
|
|
88
|
|
|
|
7018
|
Prossimo Advisors
San Luis Obispo,
California
|
$125M
|
-$8.44M
|
-6%
|
|
|
144
|
|
|
|
7019
|
SCP Investment
Orinda,
California
|
$125M
|
+$7.29M
|
+6%
|
|
|
58
|
|
|
|
7020
|
Monimus Capital Management
Woodbridge,
New Jersey
|
$125M
|
+$6.77M
|
+6%
|
|
|
65
|
|
|
|
7021
|
Hedges Asset Management
Reno,
Nevada
|
$124M
|
-$27.8M
|
-18%
|
|
|
112
|
|
|
|
7022
|
M.E. Allison & Co
San Antonio,
Texas
|
$124M
|
+$23.3M
|
+23%
|
|
|
175
|
|
|
|
7023
|
WinCap Financial
Boston,
Massachusetts
|
$124M
|
+$19M
|
+18%
|
|
|
91
|
|
|
|
7024
|
Cooksen Wealth
The Woodlands,
Texas
|
$124M
|
+$25.9M
|
+26%
|
|
|
106
|
|
|
|
7025
|
HCEP Management
Hong Kong
|
$124M
|
-$48.2M
|
-28%
|
|
|
13
|
|
|