|
6651
|
4J Wealth Management
Alexandria,
Virginia
|
$175M
|
+$4.5M
|
+3%
|
2.19%
|
68.2%
|
102
|
11.76%
|
|
|
6652
|
Thor Investment Management
Cincinnati,
Ohio
|
$175M
|
+$8.37M
|
+5%
|
7.03%
|
–
|
48
|
6.25%
|
|
|
6653
|
Marin Bay Wealth Advisors
San Anselmo,
California
|
$175M
|
–
|
–
|
2.63%
|
–
|
120
|
–
|
|
|
6654
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$174M
|
+$9.73M
|
+6%
|
2.31%
|
–
|
61
|
11.48%
|
|
|
6655
|
Equitec Proprietary Markets
Chicago,
Illinois
|
$174M
|
-$266M
|
-60%
|
46.3%
|
527%
|
114
|
60.53%
|
|
|
6656
|
Shearwater Capital
Denver,
Colorado
|
$174M
|
+$5.68M
|
+3%
|
3.2%
|
64.2%
|
53
|
5.66%
|
|
|
6657
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$174M
|
+$2.08M
|
+1%
|
2.93%
|
–
|
61
|
6.56%
|
|
|
6658
|
Harbourvest Partners
Boston,
Massachusetts
|
$174M
|
-$30.9M
|
-15%
|
14.4%
|
8.96%
|
11
|
54.55%
|
|
|
6659
|
Prospect Financial Services
Melville,
New York
|
$174M
|
+$253K
|
+0.1%
|
1.48%
|
–
|
114
|
17.54%
|
|
|
6660
|
ROI Financial Advisors
Beaverton,
Oregon
|
$174M
|
+$6.62M
|
+4%
|
6.6%
|
–
|
69
|
8.7%
|
|
|
6661
|
Farrow Financial
Randolph,
Vermont
|
$174M
|
+$1.71M
|
+1%
|
2.42%
|
–
|
56
|
10.71%
|
|
|
6662
|
Stephens Greth Foundation
Dallas,
Texas
|
$174M
|
–
|
–
|
2.41%
|
–
|
4
|
–
|
|
|
6663
|
KRS Capital Management
Bloomfield,
Michigan
|
$174M
|
+$8.32M
|
+5%
|
5.43%
|
233%
|
121
|
12.4%
|
|
|
6664
|
Coordinated Financial Services
Denver,
Colorado
|
$174M
|
+$17.9M
|
+11%
|
1.86%
|
–
|
185
|
15.68%
|
|
|
6665
|
Trivant Custom Portfolio Group
San Diego,
California
|
$174M
|
-$20.9M
|
-11%
|
1.91%
|
86.1%
|
87
|
18.39%
|
|
|
6666
|
Runnymede Capital Advisors
Dublin,
Ohio
|
$174M
|
+$52.2M
|
+43%
|
1.91%
|
–
|
125
|
84.8%
|
|
|
6667
|
Ledgewood Wealth Advisors
Exeter,
New Hampshire
|
$174M
|
+$4.64M
|
+3%
|
1.42%
|
–
|
75
|
6.67%
|
|
|
6668
|
Thoma Capital Management
Towson,
Maryland
|
$174M
|
-$509K
|
-0.3%
|
1.32%
|
–
|
62
|
8.06%
|
|
|
6669
|
Financial Planning Hawaii
Honolulu,
Hawaii
|
$174M
|
–
|
–
|
3.03%
|
–
|
128
|
–
|
|
|
6670
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$174M
|
+$2.95M
|
+2%
|
1.3%
|
42.9%
|
207
|
8.21%
|
|
|
6671
|
Yukon Wealth Management
Overland Park,
Kansas
|
$174M
|
-$132M
|
-43%
|
1.89%
|
–
|
135
|
45.19%
|
|
|
6672
|
Defined Wealth Management
Beaverton,
Oregon
|
$173M
|
+$1.26M
|
+0.7%
|
1.58%
|
70.3%
|
110
|
4.55%
|
|
|
6673
|
Optivise Advisory Services
Franklin,
Tennessee
|
$173M
|
+$5.34M
|
+3%
|
2.37%
|
–
|
231
|
29%
|
|
|
6674
|
Tiptree Advisors
New York
|
$173M
|
+$13.5M
|
+8%
|
7.75%
|
–
|
27
|
44.44%
|
|
|
6675
|
TLW Wealth Management
Indian Rocks Beach,
Florida
|
$173M
|
-$1.39M
|
-0.8%
|
4.97%
|
82.9%
|
19
|
0%
|
|