|
7801
|
Trailhead Planners
Edina,
Minnesota
|
$102M
|
–
|
–
|
|
|
51
|
|
|
|
7802
|
Vavra Capital Management
Collegeville,
Pennsylvania
|
$102M
|
–
|
–
|
|
|
23
|
|
|
|
7803
|
Liberty Atlantic Advisors
Allen,
Texas
|
$102M
|
–
|
–
|
|
|
78
|
|
|
|
7804
|
Fortune Financial Group
Naples,
Florida
|
$102M
|
–
|
–
|
|
|
96
|
|
|
|
7805
|
Q Global Advisors
Fort Worth,
Texas
|
$102M
|
+$38M
|
+60%
|
|
|
51
|
|
|
|
7806
|
Timmons Wealth Management
Attleboro,
Massachusetts
|
$102M
|
–
|
–
|
|
|
74
|
|
|
|
7807
|
Forteris Wealth Management
Armonk,
New York
|
$102M
|
–
|
–
|
|
|
67
|
|
|
|
7808
|
Monetary Solutions
Dayton,
Ohio
|
$102M
|
–
|
–
|
|
|
315
|
|
|
|
7809
|
Wagner Wealth Management (Pennsylvania)
Conyngham,
Pennsylvania
|
$101M
|
–
|
–
|
|
|
114
|
|
|
|
7810
|
Oath Planning
Tulsa,
Oklahoma
|
$101M
|
–
|
–
|
|
|
68
|
|
|
|
7811
|
Redwood Family Wealth
Addison,
Texas
|
$101M
|
–
|
–
|
|
|
104
|
|
|
|
7812
|
Kalehua Capital Management
Dallas,
Texas
|
$101M
|
–
|
–
|
|
|
19
|
|
|
|
7813
|
Tepp RIA
Westfield,
New Jersey
|
$101M
|
+$12.9M
|
+15%
|
|
|
41
|
|
|
|
7814
|
Ionic Capital Management
New York
|
$101M
|
+$11.2M
|
+12%
|
|
|
165
|
|
|
|
7815
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$101M
|
–
|
–
|
|
|
535
|
|
|
|
7816
|
Platt Wealth Management
San Diego,
California
|
$101M
|
–
|
–
|
|
|
44
|
|
|
|
7817
|
Vertex Investment Solutions
Chiyoda-Ku,
|
$101M
|
–
|
–
|
|
|
22
|
|
|
|
7818
|
Silversmith Partners I GP
Boston,
Massachusetts
|
$101M
|
–
|
–
|
|
|
1
|
|
|
|
7819
|
IFC & Insurance Marketing
Auburn,
California
|
$101M
|
–
|
–
|
|
|
759
|
|
|
|
7820
|
Birchwood Financial Partners
Bloomington,
Minnesota
|
$101M
|
–
|
–
|
|
|
352
|
|
|
|
7821
|
Applied Fundamental Research
Cambridge,
Massachusetts
|
$101M
|
-$2.24M
|
-2%
|
|
|
11
|
|
|
|
7822
|
Wernau Asset Management
Gloucester,
Massachusetts
|
$101M
|
+$4.04M
|
+4%
|
|
|
46
|
|
|
|
7823
|
Marathon Partners Equity Management
New York
|
$101M
|
-$24.8M
|
-20%
|
|
|
17
|
|
|
|
7824
|
Avanda Investment Management
Singapore
|
$101M
|
-$26.5M
|
-21%
|
|
|
31
|
|
|
|
7825
|
Vistica Wealth Advisors
Carlsbad,
California
|
$100M
|
–
|
–
|
|
|
45
|
|
|