|
6476
|
Birch Financial Group
Keene,
New Hampshire
|
$175M
|
+$5.59M
|
+3%
|
2.31%
|
–
|
147
|
19.05%
|
|
|
6477
|
Teca Partners
Austin,
Texas
|
$175M
|
+$16.8M
|
+11%
|
1.5%
|
86.3%
|
14
|
35.71%
|
|
|
6478
|
Echo45 Advisors
Walnut Creek,
California
|
$175M
|
+$4.65M
|
+3%
|
1.31%
|
49.9%
|
76
|
26.32%
|
|
|
6479
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$175M
|
+$809K
|
+0.5%
|
1.44%
|
54.7%
|
139
|
10.79%
|
|
|
6480
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
$175M
|
+$9.37M
|
+6%
|
2.21%
|
68.1%
|
84
|
15.48%
|
|
|
6481
|
Lepercq De Neuflize Asset Management
New York
|
$175M
|
+$1.6M
|
+0.9%
|
2.45%
|
–
|
19
|
63.16%
|
|
|
6482
|
QSM Asset Management
London,
United Kingdom
|
$175M
|
+$34.8M
|
+25%
|
3.11%
|
–
|
22
|
13.64%
|
|
|
6483
|
LAM Group
Lake Oswego,
Oregon
|
$175M
|
+$13.4M
|
+8%
|
2.76%
|
54.3%
|
75
|
5.33%
|
|
|
6484
|
Howard Hughes Medical Institute
Chevy Chase,
Maryland
|
$175M
|
+$4.07M
|
+2%
|
2.49%
|
59.3%
|
506
|
2.37%
|
|
|
6485
|
4J Wealth Management
Alexandria,
Virginia
|
$175M
|
+$4.5M
|
+3%
|
2.19%
|
68.2%
|
102
|
11.76%
|
|
|
6486
|
Thor Investment Management
Cincinnati,
Ohio
|
$175M
|
+$8.37M
|
+5%
|
7.03%
|
–
|
48
|
6.25%
|
|
|
6487
|
Marin Bay Wealth Advisors
San Anselmo,
California
|
$175M
|
–
|
–
|
2.63%
|
–
|
120
|
–
|
|
|
6488
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$174M
|
+$9.73M
|
+6%
|
2.31%
|
–
|
61
|
11.48%
|
|
|
6489
|
Shearwater Capital
Denver,
Colorado
|
$174M
|
+$5.68M
|
+3%
|
3.2%
|
64.2%
|
53
|
5.66%
|
|
|
6490
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$174M
|
+$2.08M
|
+1%
|
2.93%
|
–
|
61
|
6.56%
|
|
|
6491
|
Harbourvest Partners
Boston,
Massachusetts
|
$174M
|
-$30.9M
|
-15%
|
14.4%
|
6.18%
|
11
|
54.55%
|
|
|
6492
|
Prospect Financial Services
Melville,
New York
|
$174M
|
+$253K
|
+0.1%
|
1.48%
|
–
|
114
|
17.54%
|
|
|
6493
|
ROI Financial Advisors
Beaverton,
Oregon
|
$174M
|
+$6.62M
|
+4%
|
6.6%
|
–
|
69
|
8.7%
|
|
|
6494
|
Farrow Financial
Randolph,
Vermont
|
$174M
|
+$1.71M
|
+1%
|
2.42%
|
–
|
56
|
10.71%
|
|
|
6495
|
Stephens Greth Foundation
Dallas,
Texas
|
$174M
|
–
|
–
|
2.41%
|
–
|
4
|
–
|
|
|
6496
|
KRS Capital Management
Bloomfield,
Michigan
|
$174M
|
+$8.32M
|
+5%
|
5.43%
|
233%
|
121
|
12.4%
|
|
|
6497
|
Coordinated Financial Services
Denver,
Colorado
|
$174M
|
+$17.9M
|
+11%
|
1.86%
|
–
|
185
|
15.68%
|
|
|
6498
|
Trivant Custom Portfolio Group
San Diego,
California
|
$174M
|
-$20.9M
|
-11%
|
1.91%
|
86.1%
|
87
|
18.39%
|
|
|
6499
|
Runnymede Capital Advisors
Dublin,
Ohio
|
$174M
|
+$52.2M
|
+43%
|
1.91%
|
–
|
125
|
84.8%
|
|
|
6500
|
Ledgewood Wealth Advisors
Exeter,
New Hampshire
|
$174M
|
+$4.64M
|
+3%
|
1.42%
|
–
|
75
|
6.67%
|
|