|
7351
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$103M
|
-$301K
|
-0.3%
|
|
|
29
|
|
|
|
7352
|
A&I Financial Services
Lone Tree,
Colorado
|
$103M
|
–
|
–
|
|
|
72
|
|
|
|
7353
|
Bancreek Capital Management
Santa Monica,
California
|
$103M
|
-$55.9M
|
-35%
|
|
|
22
|
|
|
|
7354
|
Navigoe Wealth Management
Redondo Beach,
California
|
$102M
|
–
|
–
|
|
|
178
|
|
|
|
7355
|
Lane Generational
Dover,
Massachusetts
|
$102M
|
+$22.1M
|
+27%
|
|
|
32
|
|
|
|
7356
|
Wall Street Financial Group
Carlinville,
Illinois
|
$102M
|
+$7.51M
|
+8%
|
|
|
43
|
|
|
|
7357
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$102M
|
–
|
–
|
|
|
47
|
|
|
|
7358
|
Benningfield Financial Advisors
San Francisco,
California
|
$102M
|
–
|
–
|
|
|
14
|
|
|
|
7359
|
PUREfi Wealth
Boston,
Massachusetts
|
$102M
|
–
|
–
|
|
|
152
|
|
|
|
7360
|
Aspire Growth Partners
Miromar Lakes,
Florida
|
$102M
|
–
|
–
|
|
|
99
|
|
|
|
7361
|
Caitong International Asset Management
Hong Kong
|
$102M
|
–
|
–
|
|
|
1,658
|
|
|
|
7362
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$102M
|
–
|
–
|
|
|
119
|
|
|
|
7363
|
Colrain Capital
Boston,
Massachusetts
|
$102M
|
–
|
–
|
|
|
27
|
|
|
|
7364
|
Hudson Portfolio Management
Garrison,
New York
|
$102M
|
+$168K
|
+0.2%
|
|
|
115
|
|
|
|
7365
|
Garden Investment Management
Greenwich,
Connecticut
|
$102M
|
–
|
–
|
|
|
1
|
|
|
|
7366
|
Figure 8 Investment Strategies
Boise,
Idaho
|
$102M
|
–
|
–
|
|
|
53
|
|
|
|
7367
|
Riggs Capital Management
American Fork,
Utah
|
$102M
|
–
|
–
|
|
|
105
|
|
|
|
7368
|
Kaleidoscope Capital
Boston,
Massachusetts
|
$102M
|
–
|
–
|
|
|
9
|
|
|
|
7369
|
|
$102M
|
–
|
–
|
|
|
72
|
|
|
|
7370
|
M28 Capital Management
Stamford,
Connecticut
|
$102M
|
+$10.9M
|
+12%
|
|
|
11
|
|
|
|
7371
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$102M
|
–
|
–
|
|
|
477
|
|
|
|
7372
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$102M
|
–
|
–
|
|
|
176
|
|
|
|
7373
|
Shepherd Wealth Management
Cincinnati,
Ohio
|
$102M
|
–
|
–
|
|
|
48
|
|
|
|
7374
|
Arbor Capital Management (Alaska)
Anchorage,
Alaska
|
$102M
|
-$4.31M
|
-4%
|
|
|
108
|
|
|
|
7375
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$102M
|
+$40.5M
|
+66%
|
|
|
5
|
|
|