|
7701
|
OakTrust Wealth Advisors
Wilton,
Connecticut
|
$108M
|
–
|
–
|
|
|
68
|
|
|
|
7702
|
LB Partners
Charlottesville,
Virginia
|
$108M
|
-$47.4M
|
-30%
|
|
|
29
|
|
|
|
7703
|
Searchlight Capital Partners
New York
|
$108M
|
-$10.1M
|
-9%
|
|
|
3
|
|
|
|
7704
|
Summerhill Capital Management
Toronto,
Ontario, Canada
|
$108M
|
+$12M
|
+12%
|
|
|
17
|
|
|
|
7705
|
J. Mark Nickell & Co
Brentwood,
Tennessee
|
$108M
|
–
|
–
|
|
|
30
|
|
|
|
7706
|
WealthCare Asset Management
Springfield,
Missouri
|
$108M
|
–
|
–
|
|
|
33
|
|
|
|
7707
|
Winter & Associates
St. Paul,
Minnesota
|
$108M
|
–
|
–
|
|
|
82
|
|
|
|
7708
|
DRH Investments
Thousand Oaks,
California
|
$108M
|
-$1.74M
|
-2%
|
|
|
16
|
|
|
|
7709
|
Rubicon Advisors
Redding,
California
|
$108M
|
–
|
–
|
|
|
83
|
|
|
|
7710
|
Clarion Wealth Managment Partners
Fairfax,
Virginia
|
$108M
|
+$6.73M
|
+7%
|
|
|
86
|
|
|
|
7711
|
|
$108M
|
+$8.09M
|
+8%
|
|
|
79
|
|
|
|
7712
|
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
|
$108M
|
+$3.85M
|
+4%
|
|
|
40
|
|
|
|
7713
|
Merited Wealth
North Bay Village,
Florida
|
$108M
|
–
|
–
|
|
|
297
|
|
|
|
7714
|
Alpha Capital Advisors
Bangor,
Maine
|
$108M
|
–
|
–
|
|
|
33
|
|
|
|
7715
|
DWR Wealth Management
San Jose,
California
|
$108M
|
–
|
–
|
|
|
50
|
|
|
|
7716
|
Aureum Wealth Management
North Palm Beach,
Florida
|
$108M
|
–
|
–
|
|
|
49
|
|
|
|
7717
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$108M
|
-$726K
|
-0.7%
|
|
|
214
|
|
|
|
7718
|
MAIMON WEALTH MANAGEMENT LTD.
Ra'anana,
Israel
|
$108M
|
–
|
–
|
|
|
71
|
|
|
|
7719
|
Paradigm Capital Management (Nevada)
Reno,
Nevada
|
$108M
|
+$6.72M
|
+7%
|
|
|
64
|
|
|
|
7720
|
Urban Wealth Management
El Segundo,
California
|
$108M
|
–
|
–
|
|
|
94
|
|
|
|
7721
|
Prospect Financial Group
Arlington,
Virginia
|
$108M
|
+$5.14M
|
+5%
|
|
|
63
|
|
|
|
7722
|
Ponta Wealth Partners
Winter Park,
Florida
|
$107M
|
–
|
–
|
|
|
115
|
|
|
|
7723
|
Wheels Up Wealth
Benicia,
California
|
$107M
|
–
|
–
|
|
|
25
|
|
|
|
7724
|
Verus Wealth Management
De Pere,
Wisconsin
|
$107M
|
+$184K
|
+0.2%
|
|
|
58
|
|
|
|
7725
|
Western Reserve Capital Management
Hudson,
Ohio
|
$107M
|
–
|
–
|
|
|
48
|
|
|