|
7101
|
Trace Wealth Advisors
Los Angeles,
California
|
$138M
|
+$4.64M
|
+3%
|
|
|
72
|
|
|
|
7102
|
Polaris Investment Advisors
Framingham,
Massachusetts
|
$138M
|
–
|
–
|
|
|
73
|
|
|
|
7103
|
Diamant Asset Management
Ridgefield,
Connecticut
|
$138M
|
+$2.56M
|
+2%
|
|
|
73
|
|
|
|
7104
|
BAM Wealth Management
Lakewood,
Colorado
|
$138M
|
+$9.17M
|
+7%
|
|
|
178
|
|
|
|
7105
|
Elser Financial Planning
Indianapolis,
Indiana
|
$138M
|
+$55.3M
|
+67%
|
|
|
82
|
|
|
|
7106
|
IDG China Venture Capital Fund V Associates
Hong Kong
|
$138M
|
-$19.7M
|
-12%
|
|
|
1
|
|
|
|
7107
|
Lane Brothers & Co
Prescott,
Arizona
|
$138M
|
–
|
–
|
|
|
83
|
|
|
|
7108
|
SageOak Financial
Tulsa,
Oklahoma
|
$138M
|
+$2.19M
|
+2%
|
|
|
33
|
|
|
|
7109
|
Oder Investment Management
Woodland Hills,
California
|
$138M
|
-$1.18M
|
-0.8%
|
|
|
106
|
|
|
|
7110
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$138M
|
+$12.7M
|
+10%
|
|
|
61
|
|
|
|
7111
|
HFG Advisors
Cincinatti,
Ohio
|
$138M
|
+$2.41M
|
+2%
|
|
|
119
|
|
|
|
7112
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
$138M
|
+$4.23M
|
+3%
|
|
|
165
|
|
|
|
7113
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$138M
|
+$4.06M
|
+3%
|
|
|
132
|
|
|
|
7114
|
Kultura Capital Management
Park City,
Utah
|
$138M
|
–
|
–
|
|
|
48
|
|
|
|
7115
|
|
$138M
|
+$396K
|
+0.3%
|
|
|
16
|
|
|
|
7116
|
Grand Central Investment Group
Tampa,
Florida
|
$138M
|
–
|
–
|
|
|
43
|
|
|
|
7117
|
swisspartners Advisors
Zurich,
Switzerland
|
$138M
|
+$16M
|
+13%
|
|
|
24
|
|
|
|
7118
|
Summit Financial Consulting
Sterling Heights,
Michigan
|
$138M
|
+$12.4M
|
+10%
|
|
|
45
|
|
|
|
7119
|
Summer Road
West Palm Beach,
Florida
|
$138M
|
-$11.5M
|
-8%
|
|
|
22
|
|
|
|
7120
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
$138M
|
+$4.26M
|
+3%
|
|
|
96
|
|
|
|
7121
|
OEP Capital Advisors
New York
|
$138M
|
+$14M
|
+11%
|
|
|
1
|
|
|
|
7122
|
M28 Capital Management
Stamford,
Connecticut
|
$138M
|
+$69.6M
|
+102%
|
|
|
9
|
|
|
|
7123
|
Anson Capital
Tyrone,
Georgia
|
$137M
|
+$4.09M
|
+3%
|
|
|
87
|
|
|
|
7124
|
Grand Alliance Asset Management
Central,
Hong Kong
|
$137M
|
-$24.3M
|
-15%
|
|
|
13
|
|
|
|
7125
|
Mendota Financial Group
Madison,
Wisconsin
|
$137M
|
+$3.49M
|
+3%
|
|
|
116
|
|
|