|
7501
|
Baer Investment Advisory
Corte Madera,
California
|
$92.8M
|
–
|
–
|
|
|
24
|
|
|
|
7502
|
Trustco Bank (New York)
Albany,
New York
|
$92.7M
|
-$6.85M
|
-7%
|
|
|
69
|
|
|
|
7503
|
Uptown Financial Advisors
Dallas,
Texas
|
$92.7M
|
–
|
–
|
|
|
65
|
|
|
|
7504
|
Grant Private Wealth Management
Pleasanton,
California
|
$92.7M
|
–
|
–
|
|
|
111
|
|
|
|
7505
|
Tandem Financial
Greenwood Village,
Colorado
|
$92.7M
|
–
|
–
|
|
|
82
|
|
|
|
7506
|
Vision Financial Markets
Stamford,
Connecticut
|
$92.7M
|
–
|
–
|
|
|
232
|
|
|
|
7507
|
Camelot Portfolios
Maumee,
Ohio
|
$92.7M
|
-$8.87M
|
-9%
|
|
|
148
|
|
|
|
7508
|
Palacios Wealth Management
Ormond Beach,
Florida
|
$92.6M
|
–
|
–
|
|
|
63
|
|
|
|
7509
|
Kennondale Capital Management
Richmond,
Virginia
|
$92.6M
|
–
|
–
|
|
|
80
|
|
|
|
7510
|
Petros Family Wealth
Bloomington,
Minnesota
|
$92.5M
|
–
|
–
|
|
|
129
|
|
|
|
7511
|
PrairieView Wealth Partners
Orland Park,
Illinois
|
$92.5M
|
+$16.1K
|
+0%
|
|
|
21
|
|
|
|
7512
|
Stone Ridge Holdings Group
New York
|
$92.5M
|
–
|
–
|
|
|
33
|
|
|
|
7513
|
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
|
$92.4M
|
-$2.2M
|
-2%
|
|
|
39
|
|
|
|
7514
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$92.2M
|
–
|
–
|
|
|
61
|
|
|
|
7515
|
Clarity Wealth Development
Corvallis,
Oregon
|
$92.1M
|
–
|
–
|
|
|
46
|
|
|
|
7516
|
BFI Infinity
Zurich,
Switzerland
|
$92M
|
–
|
–
|
|
|
44
|
|
|
|
7517
|
Cruiser Capital Advisors
Stamford,
Connecticut
|
$92M
|
+$10.1M
|
+12%
|
|
|
54
|
|
|
|
7518
|
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
|
$91.9M
|
–
|
–
|
|
|
83
|
|
|
|
7519
|
Guild Investment Management
Los Angeles,
California
|
$91.9M
|
+$941K
|
+1%
|
|
|
51
|
|
|
|
7520
|
Union Square Park Capital Management
New York
|
$91.8M
|
+$17.8M
|
+24%
|
|
|
37
|
|
|
|
7521
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$91.8M
|
-$3.22M
|
-3%
|
|
|
133
|
|
|
|
7522
|
H&F Corporate Investors IX
San Francisco,
California
|
$91.8M
|
+$7.82M
|
+9%
|
|
|
1
|
|
|
|
7523
|
Legacy Solutions LLC
Kennett Square,
Pennsylvania
|
$91.8M
|
–
|
–
|
|
|
69
|
|
|
|
7524
|
GatePass Capital
Independence,
Ohio
|
$91.7M
|
–
|
–
|
|
|
106
|
|
|
|
7525
|
Miura Global Management
New York
|
$91.7M
|
+$4.58M
|
+5%
|
|
|
30
|
|
|