|
7201
|
Fairway Financial
Casselberry,
Florida
|
$110M
|
–
|
–
|
|
|
21
|
|
|
|
7202
|
M Wealth Management LLC
San Diego,
California
|
$110M
|
–
|
–
|
|
|
44
|
|
|
|
7203
|
|
$110M
|
–
|
–
|
|
|
50
|
|
|
|
7204
|
Minot DeBlois Advisors
Boston,
Massachusetts
|
$109M
|
–
|
–
|
|
|
309
|
|
|
|
7205
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$109M
|
–
|
–
|
|
|
71
|
|
|
|
7206
|
SageOak Financial
Tulsa,
Oklahoma
|
$109M
|
–
|
–
|
|
|
45
|
|
|
|
7207
|
Somerset Group
Wayzata,
Minnesota
|
$109M
|
+$960K
|
+0.9%
|
|
|
62
|
|
|
|
7208
|
Plan A Wealth
Lincoln,
Nebraska
|
$109M
|
–
|
–
|
|
|
95
|
|
|
|
7209
|
Sherman Asset Management
Ventura,
California
|
$109M
|
–
|
–
|
|
|
177
|
|
|
|
7210
|
Michels Family Financial
Fort Worth,
Texas
|
$109M
|
–
|
–
|
|
|
121
|
|
|
|
7211
|
Lighthouse Wealth Management
Ashland,
Ohio
|
$109M
|
–
|
–
|
|
|
36
|
|
|
|
7212
|
Kropog Financial Group
Mandeville,
Louisiana
|
$109M
|
–
|
–
|
|
|
27
|
|
|
|
7213
|
MFG Wealth Management
Indianapolis,
Indiana
|
$109M
|
–
|
–
|
|
|
52
|
|
|
|
7214
|
Arrow Capital
Sydney,
Australia
|
$109M
|
–
|
–
|
|
|
35
|
|
|
|
7215
|
Guided Capital Wealth Management
Houston,
Texas
|
$109M
|
–
|
–
|
|
|
30
|
|
|
|
7216
|
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
|
$109M
|
–
|
–
|
|
|
44
|
|
|
|
7217
|
Square Peg Capital
Surry Hills, NSW,
Australia
|
$109M
|
–
|
–
|
|
|
8
|
|
|
|
7218
|
Magma Venture Partners General Partner
Tel Aviv,
Israel
|
$109M
|
-$22.5M
|
-17%
|
|
|
3
|
|
|
|
7219
|
Avant Financial Advisors
Austin,
Texas
|
$109M
|
–
|
–
|
|
|
64
|
|
|
|
7220
|
Cathy Pareto & Associates
Coral Gables,
Florida
|
$109M
|
–
|
–
|
|
|
77
|
|
|
|
7221
|
DB Fitzpatrick & Co
Boise,
Idaho
|
$109M
|
-$5.24M
|
-5%
|
|
|
91
|
|
|
|
7222
|
Foresite Capital Management IV
Larkspur,
California
|
$109M
|
-$44.2M
|
-29%
|
|
|
5
|
|
|
|
7223
|
Flywheel Private Wealth
Los Altos,
California
|
$109M
|
–
|
–
|
|
|
82
|
|
|
|
7224
|
Cooksen Wealth
The Woodlands,
Texas
|
$109M
|
+$1.76M
|
+2%
|
|
|
45
|
|
|
|
7225
|
Cypress Advisory Group
Scottsdale,
Arizona
|
$109M
|
–
|
–
|
|
|
60
|
|
|