|
7326
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$105M
|
+$12.6M
|
+14%
|
|
|
74
|
|
|
|
7327
|
Platt Investment Counsel
Lake Mary,
Florida
|
$105M
|
+$3.88M
|
+4%
|
|
|
10
|
|
|
|
7328
|
10Elms LLP
Tulsa,
Oklahoma
|
$105M
|
+$5.57M
|
+6%
|
|
|
542
|
|
|
|
7329
|
Bingham Private Wealth
San Francisco,
California
|
$105M
|
+$8.17M
|
+8%
|
|
|
164
|
|
|
|
7330
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$105M
|
+$1.18M
|
+1%
|
|
|
33
|
|
|
|
7331
|
Hobbs Wealth Management
Zionsville,
Indiana
|
$105M
|
+$14.6M
|
+16%
|
|
|
58
|
|
|
|
7332
|
Yorktown Management & Research Company
Forest,
Virginia
|
$105M
|
+$12.8M
|
+14%
|
|
|
245
|
|
|
|
7333
|
Curat Global
Springfield,
New Hampshire
|
$105M
|
+$22.7M
|
+28%
|
|
|
308
|
|
|
|
7334
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$105M
|
–
|
–
|
|
|
412
|
|
|
|
7335
|
Green Alpha Advisors
Niwot,
Colorado
|
$105M
|
+$11.1M
|
+12%
|
|
|
112
|
|
|
|
7336
|
Candelo Capital Management
New York
|
$104M
|
+$140K
|
+0.1%
|
|
|
40
|
|
|
|
7337
|
York GP
Grand Cayman,
Cayman Islands
|
$104M
|
-$18.8M
|
-15%
|
|
|
4
|
|
|
|
7338
|
Legacy Solutions LLC
Kennett Square,
Pennsylvania
|
$104M
|
+$13.6M
|
+15%
|
|
|
80
|
|
|
|
7339
|
MY Wealth Management
Germantown,
Maryland
|
$104M
|
+$1.01M
|
+1%
|
|
|
32
|
|
|
|
7340
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$104M
|
-$6.32M
|
-6%
|
|
|
216
|
|
|
|
7341
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$104M
|
+$40.1K
|
+0%
|
|
|
63
|
|
|
|
7342
|
Luts & Greenleigh Group
Bethesda,
Maryland
|
$104M
|
+$3.66M
|
+4%
|
|
|
80
|
|
|
|
7343
|
Square Wave Capital
Brooklyn,
New York
|
$104M
|
+$10.8M
|
+12%
|
|
|
8
|
|
|
|
7344
|
Michelson Medical Research Foundation
Los Angeles,
California
|
$104M
|
-$15.3M
|
-13%
|
|
|
27
|
|
|
|
7345
|
Wilmar Advisors
Juno Beach,
Florida
|
$104M
|
+$7.61M
|
+8%
|
|
|
20
|
|
|
|
7346
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$104M
|
-$71M
|
-41%
|
|
|
76
|
|
|
|
7347
|
Searchlight Capital Partners
New York
|
$104M
|
+$8.18M
|
+9%
|
|
|
3
|
|
|
|
7348
|
Clarendon Private
Boston,
Massachusetts
|
$104M
|
+$9.35M
|
+10%
|
|
|
110
|
|
|
|
7349
|
E Fund Management (HK)
Central,
Hong Kong
|
$104M
|
-$7.54M
|
-7%
|
|
|
177
|
|
|
|
7350
|
LWM Advisors
El Dorado Hills,
California
|
$104M
|
+$6.7M
|
+7%
|
|
|
29
|
|
|