|
7401
|
BML Capital Management
Zionsville,
Indiana
|
$109M
|
-$21.8M
|
-17%
|
|
|
28
|
|
|
|
7402
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$108M
|
+$5.74M
|
+6%
|
|
|
921
|
|
|
|
7403
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$108M
|
+$16.3M
|
+18%
|
|
|
190
|
|
|
|
7404
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$108M
|
+$5.65M
|
+6%
|
|
|
375
|
|
|
|
7405
|
Variant Private Wealth
Tysons,
Virginia
|
$108M
|
+$11.9M
|
+12%
|
|
|
38
|
|
|
|
7406
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
$108M
|
+$5.75M
|
+6%
|
|
|
85
|
|
|
|
7407
|
4Wealth Advisors
Burr Ridge,
Illinois
|
$108M
|
+$11.9M
|
+12%
|
|
|
141
|
|
|
|
7408
|
Northstar Financial Companies
Conshohocken,
Pennsylvania
|
$108M
|
+$11.9M
|
+12%
|
|
|
112
|
|
|
|
7409
|
Delphi Management
Brookline,
Massachusetts
|
$108M
|
+$4.3M
|
+4%
|
|
|
85
|
|
|
|
7410
|
Divco West Real Estate Services
San Francisco,
California
|
$108M
|
+$12.5M
|
+13%
|
|
|
4
|
|
|
|
7411
|
Yorktown Energy Partners X
New York
|
$107M
|
+$52.1M
|
+94%
|
|
|
3
|
|
|
|
7412
|
Raffles Associates
New York
|
$107M
|
+$11.4M
|
+12%
|
|
|
55
|
|
|
|
7413
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$107M
|
-$4.52M
|
-4%
|
|
|
88
|
|
|
|
7414
|
New Vernon Investment Management
Highland Park,
Illinois
|
$107M
|
+$21.2M
|
+25%
|
|
|
42
|
|
|
|
7415
|
Verus Wealth Management
De Pere,
Wisconsin
|
$107M
|
+$7.69M
|
+8%
|
|
|
57
|
|
|
|
7416
|
Virtus Family Office
El Paso,
Texas
|
$107M
|
+$28.8M
|
+37%
|
|
|
54
|
|
|
|
7417
|
RD Lewis Holdings
Maitland,
Florida
|
$107M
|
+$7.62M
|
+8%
|
|
|
85
|
|
|
|
7418
|
Curat Global
Springfield,
New Hampshire
|
$107M
|
+$1.83M
|
+2%
|
|
|
297
|
|
|
|
7419
|
Rangeley Capital
New Canaan,
Connecticut
|
$107M
|
+$26.8M
|
+34%
|
|
|
147
|
|
|
|
7420
|
Velan Capital Investment Management
Alpharetta,
Georgia
|
$106M
|
+$6.52M
|
+7%
|
|
|
61
|
|
|
|
7421
|
PrairieView Wealth Partners
Orland Park,
Illinois
|
$106M
|
+$10.1M
|
+10%
|
|
|
29
|
|
|
|
7422
|
Carl Stuart Investment Advisor
Austin,
Texas
|
$106M
|
-$89M
|
-46%
|
|
|
19
|
|
|
|
7423
|
American National Bank of Texas
Richardson,
Texas
|
$106M
|
–
|
–
|
|
|
58
|
|
|
|
7424
|
Wasserstein Debt Opportunities Management
New York
|
$106M
|
+$14.5M
|
+16%
|
|
|
1
|
|
|
|
7425
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$106M
|
+$13.8M
|
+15%
|
|
|
53
|
|
|