|
7826
|
Reality Financial Planning Services
Sarasota,
Florida
|
$104M
|
–
|
–
|
|
|
20
|
|
|
|
7827
|
S Harris Financial Group
San Antonio,
Texas
|
$104M
|
–
|
–
|
|
|
96
|
|
|
|
7828
|
Lynch Investment Planning
Newtown Square,
Pennsylvania
|
$104M
|
–
|
–
|
|
|
54
|
|
|
|
7829
|
SPWM Advisors
Traverse City,
Michigan
|
$104M
|
–
|
–
|
|
|
91
|
|
|
|
7830
|
Arrow Capital
Sydney,
Australia
|
$104M
|
-$82.2M
|
-44%
|
|
|
34
|
|
|
|
7831
|
SIP Global Opportunity Manager
Portsmouth,
New Hampshire
|
$104M
|
–
|
–
|
|
|
1
|
|
|
|
7832
|
Northland Securities
Minneapolis,
Minnesota
|
$104M
|
–
|
–
|
|
|
111
|
|
|
|
7833
|
Shepherd Street Advisors
Larkspur,
California
|
$104M
|
–
|
–
|
|
|
88
|
|
|
|
7834
|
Elevation Wealth Management
Eden Prairie,
Minnesota
|
$104M
|
–
|
–
|
|
|
133
|
|
|
|
7835
|
Grange Capital
Beaverton,
Oregon
|
$104M
|
+$748K
|
+0.7%
|
|
|
49
|
|
|
|
7836
|
American National Bank of Texas
Richardson,
Texas
|
$104M
|
-$2.12M
|
-2%
|
|
|
65
|
|
|
|
7837
|
Aznar Financial Advisors
Morris Plains,
New Jersey
|
$104M
|
–
|
–
|
|
|
31
|
|
|
|
7838
|
Obion Capital Management
Miami,
Florida
|
$104M
|
–
|
–
|
|
|
15
|
|
|
|
7839
|
Traub Capital Management
Needham,
Massachusetts
|
$104M
|
+$2.84M
|
+3%
|
|
|
146
|
|
|
|
7840
|
Intrepid Family Office
Sarasota,
Florida
|
$104M
|
-$6.7M
|
-6%
|
|
|
45
|
|
|
|
7841
|
Risk Paradigm Group
Austin,
Texas
|
$104M
|
–
|
–
|
|
|
52
|
|
|
|
7842
|
Jacobs Equity
Draper,
Utah
|
$104M
|
–
|
–
|
|
|
106
|
|
|
|
7843
|
Twin Cities Retirement Group
Plymouth,
Minnesota
|
$104M
|
–
|
–
|
|
|
24
|
|
|
|
7844
|
Alta Partners Management Company
Jackson,
Wyoming
|
$104M
|
+$43.6M
|
+73%
|
|
|
2
|
|
|
|
7845
|
Expect Equity LLC
Pikesville,
Maryland
|
$103M
|
+$1.07M
|
+1%
|
|
|
52
|
|
|
|
7846
|
TrustWell Financial Advisors
Jacksonville,
Florida
|
$103M
|
–
|
–
|
|
|
66
|
|
|
|
7847
|
Mann Financial Group
Detroit Lakes,
Minnesota
|
$103M
|
+$2.15M
|
+2%
|
|
|
33
|
|
|
|
7848
|
Safe Harbor Wealth Advisors
Dublin,
Ohio
|
$103M
|
–
|
–
|
|
|
96
|
|
|
|
7849
|
JHP Wealth Management
Centennial,
Colorado
|
$103M
|
–
|
–
|
|
|
33
|
|
|
|
7850
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$103M
|
+$805K
|
+0.8%
|
|
|
198
|
|
|