|
7376
|
Stonebridge Wealth Management
Oak Brook,
Illinois
|
$106M
|
–
|
–
|
|
|
33
|
|
|
|
7377
|
Kraematon Investment Advisors
Braintree,
Massachusetts
|
$106M
|
+$7.72M
|
+8%
|
|
|
94
|
|
|
|
7378
|
Svenska Handelsbanken
Stockholm,
Sweden
|
$106M
|
+$5.52M
|
+5%
|
|
|
11
|
|
|
|
7379
|
Empower Harvest Management Services
Grand Cayman,
Cayman Islands
|
$106M
|
-$8.61M
|
-8%
|
|
|
1
|
|
|
|
7380
|
OneAscent Family Office
Birmingham,
Alabama
|
$106M
|
-$1.72M
|
-2%
|
|
|
145
|
|
|
|
7381
|
Mendota Financial Group
Madison,
Wisconsin
|
$106M
|
+$13.6M
|
+15%
|
|
|
119
|
|
|
|
7382
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$106M
|
+$5.58M
|
+6%
|
|
|
133
|
|
|
|
7383
|
Minot DeBlois Advisors
Boston,
Massachusetts
|
$106M
|
+$5.23M
|
+5%
|
|
|
259
|
|
|
|
7384
|
Santa Clara Valley Transportation Authority
San Jose,
California
|
$105M
|
+$4.35M
|
+4%
|
|
|
4
|
|
|
|
7385
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$105M
|
+$12.6M
|
+14%
|
|
|
74
|
|
|
|
7386
|
Platt Investment Counsel
Lake Mary,
Florida
|
$105M
|
+$3.88M
|
+4%
|
|
|
10
|
|
|
|
7387
|
10Elms LLP
Tulsa,
Oklahoma
|
$105M
|
+$5.57M
|
+6%
|
|
|
542
|
|
|
|
7388
|
Bingham Private Wealth
San Francisco,
California
|
$105M
|
+$8.17M
|
+8%
|
|
|
164
|
|
|
|
7389
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$105M
|
+$1.18M
|
+1%
|
|
|
33
|
|
|
|
7390
|
Hobbs Wealth Management
Zionsville,
Indiana
|
$105M
|
+$14.6M
|
+16%
|
|
|
58
|
|
|
|
7391
|
Yorktown Management & Research Company
Forest,
Virginia
|
$105M
|
+$12.8M
|
+14%
|
|
|
245
|
|
|
|
7392
|
Curat Global
Springfield,
New Hampshire
|
$105M
|
+$22.7M
|
+28%
|
|
|
308
|
|
|
|
7393
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$105M
|
–
|
–
|
|
|
412
|
|
|
|
7394
|
Green Alpha Advisors
Niwot,
Colorado
|
$105M
|
+$11.1M
|
+12%
|
|
|
112
|
|
|
|
7395
|
Candelo Capital Management
New York
|
$104M
|
+$140K
|
+0.1%
|
|
|
40
|
|
|
|
7396
|
York GP
Grand Cayman,
Cayman Islands
|
$104M
|
-$18.8M
|
-15%
|
|
|
4
|
|
|
|
7397
|
Legacy Solutions LLC
Kennett Square,
Pennsylvania
|
$104M
|
+$13.6M
|
+15%
|
|
|
80
|
|
|
|
7398
|
MY Wealth Management
Germantown,
Maryland
|
$104M
|
+$1.01M
|
+1%
|
|
|
32
|
|
|
|
7399
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$104M
|
-$6.32M
|
-6%
|
|
|
216
|
|
|
|
7400
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$104M
|
+$40.1K
|
+0%
|
|
|
63
|
|
|