|
6151
|
Evergreen Wealth Management
Williamston,
Michigan
|
$178M
|
+$10.9M
|
+6%
|
7.61%
|
62.1%
|
54
|
9.26%
|
|
|
6152
|
AllSquare Wealth Management
Albany,
New York
|
$178M
|
+$9.75M
|
+6%
|
8.48%
|
62.4%
|
548
|
3.28%
|
|
|
6153
|
Lunate Capital
Al Maryah Island, Abu Dhabi,
United Arab Emirates
|
$178M
|
+$6.86M
|
+4%
|
6.68%
|
–
|
6
|
33.33%
|
|
|
6154
|
Von Berge Wealth Management Group
San Diego,
California
|
$178M
|
+$23.1M
|
+15%
|
10.2%
|
60.5%
|
67
|
10.45%
|
|
|
6155
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$178M
|
+$912K
|
+0.5%
|
10.4%
|
58.3%
|
55
|
14.55%
|
|
|
6156
|
Latko Wealth Management
Frankfort,
Illinois
|
$178M
|
+$23.7M
|
+15%
|
9.25%
|
–
|
31
|
12.9%
|
|
|
6157
|
Foresite Capital Management VI
Larkspur,
California
|
$178M
|
-$4.66M
|
-3%
|
0.81%
|
–
|
20
|
30%
|
|
|
6158
|
Planning Directions
Glen Mills,
Pennsylvania
|
$178M
|
-$56.2M
|
-24%
|
4.5%
|
46.3%
|
122
|
34.43%
|
|
|
6159
|
Kiker Wealth Management
Jasper,
Georgia
|
$177M
|
+$30.8M
|
+21%
|
12.6%
|
–
|
804
|
31.97%
|
|
|
6160
|
BLKBRD Asset Management
Old Greenwich,
Connecticut
|
$177M
|
+$95.1M
|
+116%
|
38.3%
|
–
|
34
|
88.24%
|
|
|
6161
|
Massachusetts Wealth Management
North Andover,
Massachusetts
|
$177M
|
+$31.5M
|
+22%
|
9.2%
|
106%
|
95
|
13.68%
|
|
|
6162
|
R.M. Sincerbeaux Capital Management
New York
|
$177M
|
+$7.94M
|
+5%
|
9.36%
|
76.4%
|
39
|
2.56%
|
|
|
6163
|
A&I Financial Services
Lone Tree,
Colorado
|
$177M
|
+$29.4M
|
+20%
|
11.8%
|
–
|
83
|
25.3%
|
|
|
6164
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$177M
|
+$21.5M
|
+14%
|
5.7%
|
61.4%
|
342
|
67.84%
|
|
|
6165
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$177M
|
+$32.3M
|
+22%
|
6.26%
|
–
|
60
|
38.33%
|
|
|
6166
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$177M
|
+$19.3M
|
+12%
|
19.6%
|
112%
|
116
|
11.21%
|
|
|
6167
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$177M
|
-$14.4M
|
-8%
|
5.04%
|
60%
|
242
|
16.94%
|
|
|
6168
|
Capasso Planning Partners
Charleston,
South Carolina
|
$177M
|
-$62.1M
|
-26%
|
6.53%
|
51.6%
|
105
|
26.67%
|
|
|
6169
|
Robert Bosch
Gerlingen Schillerhoehe,
Germany
|
$177M
|
+$14.5M
|
+9%
|
14.2%
|
–
|
2
|
50%
|
|
|
6170
|
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
|
$177M
|
-$6.26M
|
-3%
|
1.43%
|
31.7%
|
43
|
9.3%
|
|
|
6171
|
Enavate Sciences
Menlo Park,
California
|
$177M
|
+$43.8M
|
+33%
|
44.7%
|
–
|
6
|
0%
|
|
|
6172
|
Granite FO LLC
Bedford,
New Hampshire
|
$177M
|
+$490K
|
+0.3%
|
4.26%
|
111%
|
189
|
1.59%
|
|
|
6173
|
Lagoda Investment Management
New York
|
$177M
|
+$19.5M
|
+12%
|
20.4%
|
250%
|
34
|
32.35%
|
|
|
6174
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$177M
|
+$18.1M
|
+11%
|
9.05%
|
80.7%
|
121
|
9.92%
|
|
|
6175
|
Tudor Financial
Dayton,
Ohio
|
$176M
|
+$9.96M
|
+6%
|
8.02%
|
–
|
144
|
13.19%
|
|