|
6451
|
Next Level Wealth Planning
Meridian,
Idaho
|
$156M
|
+$24.1M
|
+18%
|
10%
|
–
|
58
|
22.41%
|
|
|
6452
|
Tevis Investment Management
Plano,
Texas
|
$156M
|
+$21.4M
|
+16%
|
5.99%
|
54.1%
|
112
|
21.43%
|
|
|
6453
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$156M
|
+$24M
|
+18%
|
7.61%
|
56.7%
|
102
|
29.41%
|
|
|
6454
|
Privium Fund Management (UK)
London,
United Kingdom
|
$156M
|
+$26.6M
|
+21%
|
5.14%
|
27.7%
|
21
|
71.43%
|
|
|
6455
|
Base Wealth Management
Lakewood Ranch,
Florida
|
$156M
|
+$24.8M
|
+19%
|
6.06%
|
–
|
59
|
16.95%
|
|
|
6456
|
Davidson Kahn Capital Management
Sherman Oaks,
California
|
$156M
|
+$26.1M
|
+20%
|
11.7%
|
–
|
59
|
10.17%
|
|
|
6457
|
Climber Capital
Nyon,
Switzerland
|
$156M
|
+$28.8M
|
+23%
|
5.45%
|
–
|
66
|
10.61%
|
|
|
6458
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$156M
|
+$20.8M
|
+15%
|
9.09%
|
–
|
58
|
12.07%
|
|
|
6459
|
Alapocas Investment Partners
Beverly,
Massachusetts
|
$156M
|
-$7.68M
|
-5%
|
3.25%
|
51.7%
|
22
|
9.09%
|
|
|
6460
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$156M
|
+$15M
|
+11%
|
10.6%
|
54.8%
|
2
|
0%
|
|
|
6461
|
SFM LLC
Manchester,
New Hampshire
|
$156M
|
+$19.8M
|
+15%
|
10.1%
|
–
|
62
|
16.13%
|
|
|
6462
|
BayBridge Capital Group
Pleasanton,
California
|
$156M
|
+$16.7M
|
+12%
|
12.9%
|
–
|
89
|
2.25%
|
|
|
6463
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$156M
|
+$7.75M
|
+5%
|
10%
|
71.4%
|
118
|
11.02%
|
|
|
6464
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$156M
|
+$786K
|
+0.5%
|
0.13%
|
4.83%
|
6
|
0%
|
|
|
6465
|
Castleview Partners
Dallas,
Texas
|
$156M
|
+$7.88M
|
+5%
|
4.49%
|
54.5%
|
198
|
24.24%
|
|
|
6466
|
Tacita Capital
Toronto,
Ontario, Canada
|
$156M
|
+$16.7M
|
+12%
|
9.51%
|
60.3%
|
220
|
7.73%
|
|
|
6467
|
Spahn Wealth & Retirement
Scottsdale,
Arizona
|
$155M
|
+$19.2M
|
+14%
|
27.1%
|
–
|
40
|
32.5%
|
|
|
6468
|
Harvest Investment Advisors
Tallahassee,
Florida
|
$155M
|
+$17M
|
+12%
|
10.8%
|
–
|
59
|
15.25%
|
|
|
6469
|
Certus Wealth Management
Redwood City,
California
|
$155M
|
+$8.01M
|
+5%
|
8.87%
|
–
|
57
|
8.77%
|
|
|
6470
|
Eliot Finkel Investment Counsel
Beverly Hills,
California
|
$155M
|
+$8.21M
|
+6%
|
2.3%
|
55.2%
|
32
|
6.25%
|
|
|
6471
|
Greenhouse Wealth Management
Westport,
Connecticut
|
$155M
|
+$21.4M
|
+16%
|
10.4%
|
65.7%
|
60
|
16.67%
|
|
|
6472
|
RF&L Wealth Management
Acton,
Massachusetts
|
$155M
|
+$15.4M
|
+11%
|
9.04%
|
69.9%
|
60
|
5%
|
|
|
6473
|
Lakeside Advisors
Seattle,
Washington
|
$155M
|
+$4.17M
|
+3%
|
11.2%
|
64.4%
|
63
|
1.59%
|
|
|
6474
|
Islay Capital Management
Lubbock,
Texas
|
$155M
|
+$6.99M
|
+5%
|
5.9%
|
65.2%
|
215
|
20.93%
|
|
|
6475
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$155M
|
+$24.4M
|
+19%
|
12.2%
|
–
|
102
|
24.51%
|
|