|
6251
|
Panoramic Investment Advisors
Denver,
Colorado
|
$178M
|
+$15M
|
+9%
|
7.86%
|
–
|
129
|
9.3%
|
|
|
6252
|
Delphi Financial Group
Wilmington,
Delaware
|
$178M
|
+$36M
|
+25%
|
6.55%
|
48.5%
|
28
|
39.29%
|
|
|
6253
|
Fortis Advisors
Wayne,
Pennsylvania
|
$178M
|
+$21.6M
|
+14%
|
10.6%
|
48.4%
|
131
|
16.79%
|
|
|
6254
|
PharVision Advisers
Boca Raton,
Florida
|
$178M
|
+$108M
|
+155%
|
7.62%
|
–
|
829
|
88.9%
|
|
|
6255
|
Aufman Associates
Sewickley,
Pennsylvania
|
$178M
|
+$15.5M
|
+10%
|
12.4%
|
76.4%
|
67
|
5.97%
|
|
|
6256
|
Leigh Baldwin & Co
Cazenovia,
New York
|
$178M
|
+$25.6M
|
+17%
|
8.88%
|
–
|
210
|
18.1%
|
|
|
6257
|
|
$178M
|
-$9.82M
|
-5%
|
6.26%
|
–
|
6
|
0%
|
|
|
6258
|
Meridian Financial
Holliston,
Massachusetts
|
$178M
|
+$23M
|
+15%
|
6.22%
|
52.8%
|
141
|
10.64%
|
|
|
6259
|
Keystone Financial Group (Georgia)
Atlanta,
Georgia
|
$177M
|
+$20.4M
|
+13%
|
4.77%
|
–
|
153
|
18.3%
|
|
|
6260
|
Kestrel Investment Management
San Mateo,
California
|
$177M
|
+$10.4M
|
+6%
|
8.21%
|
82.9%
|
44
|
15.91%
|
|
|
6261
|
Eight 31 Financial
Midland,
Texas
|
$177M
|
+$25.9M
|
+17%
|
2.62%
|
–
|
79
|
24.05%
|
|
|
6262
|
General Motors Holdings
Detroit,
Michigan
|
$177M
|
+$84M
|
+90%
|
72.2%
|
4.73%
|
6
|
33.33%
|
|
|
6263
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$177M
|
+$11.3M
|
+7%
|
8.31%
|
64.5%
|
132
|
12.88%
|
|
|
6264
|
1248 Management
Kansas City,
Missouri
|
$177M
|
-$93.5M
|
-35%
|
6.61%
|
–
|
175
|
14.86%
|
|
|
6265
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$177M
|
+$22.5M
|
+15%
|
6.33%
|
–
|
106
|
11.32%
|
|
|
6266
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$177M
|
+$9.06M
|
+5%
|
7.71%
|
55.2%
|
69
|
5.8%
|
|
|
6267
|
Next Level Wealth Planning
Meridian,
Idaho
|
$177M
|
+$21M
|
+13%
|
7.61%
|
–
|
62
|
14.52%
|
|
|
6268
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$177M
|
+$19.1M
|
+12%
|
5.98%
|
–
|
51
|
3.92%
|
|
|
6269
|
Andina Capital Management
Lehi,
Utah
|
$177M
|
+$34.2M
|
+24%
|
4.5%
|
–
|
158
|
12.66%
|
|
|
6270
|
GSI Capital Advisors
Newport Beach,
California
|
$177M
|
-$9.73M
|
-5%
|
3.87%
|
25.4%
|
35
|
31.43%
|
|
|
6271
|
Custos Family Office
Austin,
Texas
|
$177M
|
-$137M
|
-44%
|
7.3%
|
56.2%
|
81
|
29.63%
|
|
|
6272
|
Elemental Capital Partners
San Francisco,
California
|
$177M
|
–
|
–
|
157%
|
–
|
6
|
–
|
|
|
6273
|
Lagoda Investment Management
New York
|
$177M
|
+$235K
|
+0.1%
|
5.37%
|
193%
|
24
|
4.17%
|
|
|
6274
|
Semus Wealth Partners
Boca Raton,
Florida
|
$177M
|
+$22.4M
|
+15%
|
12.8%
|
79.2%
|
124
|
17.74%
|
|
|
6275
|
Walnut Private Equity Partners
Omaha,
Nebraska
|
$177M
|
+$5.36M
|
+3%
|
3.23%
|
60.6%
|
13
|
0%
|
|