|
7401
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$107M
|
-$4.52M
|
-4%
|
|
|
88
|
|
|
|
7402
|
New Vernon Investment Management
Highland Park,
Illinois
|
$107M
|
+$21.2M
|
+25%
|
|
|
42
|
|
|
|
7403
|
Verus Wealth Management
De Pere,
Wisconsin
|
$107M
|
+$7.69M
|
+8%
|
|
|
57
|
|
|
|
7404
|
Virtus Family Office
El Paso,
Texas
|
$107M
|
+$28.8M
|
+37%
|
|
|
54
|
|
|
|
7405
|
RD Lewis Holdings
Maitland,
Florida
|
$107M
|
+$7.62M
|
+8%
|
|
|
85
|
|
|
|
7406
|
Curat Global
Springfield,
New Hampshire
|
$107M
|
+$1.83M
|
+2%
|
|
|
297
|
|
|
|
7407
|
Rangeley Capital
New Canaan,
Connecticut
|
$107M
|
+$26.8M
|
+34%
|
|
|
147
|
|
|
|
7408
|
Velan Capital Investment Management
Alpharetta,
Georgia
|
$106M
|
+$6.52M
|
+7%
|
|
|
61
|
|
|
|
7409
|
PrairieView Wealth Partners
Orland Park,
Illinois
|
$106M
|
+$10.1M
|
+10%
|
|
|
29
|
|
|
|
7410
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$106M
|
-$89M
|
-46%
|
|
|
19
|
|
|
|
7411
|
American National Bank of Texas
Richardson,
Texas
|
$106M
|
–
|
–
|
|
|
58
|
|
|
|
7412
|
Wasserstein Debt Opportunities Management
New York
|
$106M
|
+$14.5M
|
+16%
|
|
|
1
|
|
|
|
7413
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$106M
|
+$13.8M
|
+15%
|
|
|
53
|
|
|
|
7414
|
Kitching Partners
Conshohocken,
Pennsylvania
|
$106M
|
+$7.31M
|
+7%
|
|
|
43
|
|
|
|
7415
|
Surience Private Wealth
Yakima,
Washington
|
$106M
|
-$828K
|
-0.8%
|
|
|
44
|
|
|
|
7416
|
Conquis Financial
Milbrae,
California
|
$106M
|
+$2.59M
|
+3%
|
|
|
62
|
|
|
|
7417
|
Fiscal Wisdom Wealth Management
Canton,
Connecticut
|
$106M
|
–
|
–
|
|
|
82
|
|
|
|
7418
|
BXM Wealth
Englewood,
Colorado
|
$106M
|
+$21.4M
|
+25%
|
|
|
139
|
|
|
|
7419
|
|
$106M
|
+$4.86M
|
+5%
|
|
|
17
|
|
|
|
7420
|
21 West Wealth Management
Tustin,
California
|
$105M
|
+$6.28M
|
+6%
|
|
|
59
|
|
|
|
7421
|
Silver Grove Financial Group
Orchard Park,
New York
|
$105M
|
–
|
–
|
|
|
113
|
|
|
|
7422
|
Ramsey Quantitative Systems
Louisville,
Kentucky
|
$105M
|
+$4.58M
|
+5%
|
|
|
12
|
|
|
|
7423
|
Wisconsin Wealth Advisors
Sun Prairie,
Wisconsin
|
$105M
|
+$18M
|
+21%
|
|
|
88
|
|
|
|
7424
|
Harpswell Capital Advisors
Yarmouth,
Maine
|
$105M
|
–
|
–
|
|
|
35
|
|
|
|
7425
|
Providence Financial Advisors
Overland Park,
Kansas
|
$105M
|
–
|
–
|
|
|
49
|
|
|