|
7326
|
Core Wealth Advisors (Indiana)
Indianapolis,
Indiana
|
$127M
|
–
|
–
|
|
|
32
|
|
|
|
7327
|
Poinciana Advisors Group
Palm Beach Gardens,
Florida
|
$127M
|
+$8.37M
|
+7%
|
|
|
147
|
|
|
|
7328
|
SALT Holding Corp
Wilmington,
Delaware
|
$127M
|
+$47.5M
|
+60%
|
|
|
19
|
|
|
|
7329
|
Redstone Wealth Management
Oklahoma City,
Oklahoma
|
$127M
|
–
|
–
|
|
|
39
|
|
|
|
7330
|
Graver Capital Management
Columbus,
Ohio
|
$127M
|
+$7.9M
|
+7%
|
|
|
26
|
|
|
|
7331
|
JCP Investment Management
Houston,
Texas
|
$127M
|
-$26M
|
-17%
|
|
|
21
|
|
|
|
7332
|
180 GPS Investments
St Peter Port,
|
$127M
|
-$45.6M
|
-27%
|
|
|
22
|
|
|
|
7333
|
Veratis Advisors
Cary,
North Carolina
|
$126M
|
–
|
–
|
|
|
75
|
|
|
|
7334
|
Epacria Capital Partners
Boulder,
Colorado
|
$126M
|
+$3.04M
|
+2%
|
|
|
36
|
|
|
|
7335
|
Gilpin Wealth Management
Denver,
Colorado
|
$126M
|
–
|
–
|
|
|
976
|
|
|
|
7336
|
Allium Financial Advisors
Lake Oswego,
Oregon
|
$126M
|
+$5.33M
|
+4%
|
|
|
85
|
|
|
|
7337
|
Harpswell Capital Advisors
Yarmouth,
Maine
|
$126M
|
+$21.3M
|
+20%
|
|
|
42
|
|
|
|
7338
|
Stephen J. Garry & Associates
Garden City,
New York
|
$126M
|
+$864K
|
+0.7%
|
|
|
55
|
|
|
|
7339
|
Seelaus Asset Management
Chatham,
New Jersey
|
$126M
|
-$3.04K
|
-0%
|
|
|
193
|
|
|
|
7340
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$126M
|
–
|
–
|
|
|
186
|
|
|
|
7341
|
Perkins Capital Management
Wayzata,
Minnesota
|
$126M
|
+$12.5M
|
+11%
|
|
|
92
|
|
|
|
7342
|
Kennon-Green & Company
New Albany,
Ohio
|
$126M
|
-$2.93M
|
-2%
|
|
|
44
|
|
|
|
7343
|
M3 Wealth Management
Cincinnati,
Ohio
|
$126M
|
–
|
–
|
|
|
117
|
|
|
|
7344
|
Journey Beyond Wealth
Roswell,
Georgia
|
$126M
|
+$4.16M
|
+3%
|
|
|
34
|
|
|
|
7345
|
Northstar Financial Companies
Conshohocken,
Pennsylvania
|
$126M
|
+$17.5M
|
+16%
|
|
|
122
|
|
|
|
7346
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$126M
|
+$8.67M
|
+7%
|
|
|
110
|
|
|
|
7347
|
Accel Growth Fund V Associates
Palo Alto,
California
|
$125M
|
-$13.7M
|
-10%
|
|
|
2
|
|
|
|
7348
|
TT Capital Management
Coto De Caza,
California
|
$125M
|
-$5.41M
|
-4%
|
|
|
81
|
|
|
|
7349
|
Guardsman Private Capital Management
Sarasota,
Florida
|
$125M
|
–
|
–
|
|
|
40
|
|
|
|
7350
|
Fox Financial
Wyomissing,
Pennsylvania
|
$125M
|
-$254K
|
-0.2%
|
|
|
12
|
|
|