|
4351
|
Madrona Financial Services
Everett,
Washington
|
$138M
|
+$1.51M
|
+1%
|
|
|
60
|
|
|
|
4352
|
Birchview Capital
Burlington,
Vermont
|
$138M
|
-$12.5M
|
-8%
|
|
|
58
|
|
|
|
4353
|
Newport Wealth Strategies
Irvine,
California
|
$138M
|
+$27.8M
|
+25%
|
|
|
98
|
|
|
|
4354
|
Polaris Venture Management Co V
Boston,
Massachusetts
|
$137M
|
-$38.5M
|
-22%
|
|
|
11
|
|
|
|
4355
|
First Financial Corp
Terre Haute,
Indiana
|
$137M
|
+$9.2M
|
+7%
|
|
|
388
|
|
|
|
4356
|
First Bank & Trust
Brookings,
South Dakota
|
$137M
|
+$4.74M
|
+4%
|
|
|
419
|
|
|
|
4357
|
Legacy Wealth Partners (California)
Calabasas,
California
|
$137M
|
–
|
–
|
|
|
87
|
|
|
|
4358
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$137M
|
+$7.02M
|
+5%
|
|
|
78
|
|
|
|
4359
|
Detalus Advisors
St. Louis,
Missouri
|
$137M
|
–
|
–
|
|
|
102
|
|
|
|
4360
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$137M
|
–
|
–
|
|
|
124
|
|
|
|
4361
|
Baugh & Associates
Atlanta,
Georgia
|
$137M
|
+$7.95M
|
+6%
|
|
|
41
|
|
|
|
4362
|
Diametric Capital
Boston,
Massachusetts
|
$137M
|
+$15.7M
|
+13%
|
|
|
163
|
|
|
|
4363
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$137M
|
-$63.7M
|
-32%
|
|
|
50
|
|
|
|
4364
|
NKCFO LLC
Geneva,
Illinois
|
$137M
|
+$1.27M
|
+0.9%
|
|
|
113
|
|
|
|
4365
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$137M
|
–
|
–
|
|
|
135
|
|
|
|
4366
|
EPG Wealth Management
Atlanta,
Georgia
|
$137M
|
–
|
–
|
|
|
667
|
|
|
|
4367
|
Clearstead Trust
Portland,
Maine
|
$136M
|
+$8.21M
|
+6%
|
|
|
211
|
|
|
|
4368
|
Mittleman Investment Management
Melville,
New York
|
$136M
|
-$3.46M
|
-2%
|
|
|
7
|
|
|
|
4369
|
Piper Sandler & Co
Minneapolis,
Minnesota
|
$136M
|
+$21.2M
|
+18%
|
|
|
33
|
|
|
|
4370
|
University of Maryland Foundation
Adelphi,
Maryland
|
$136M
|
–
|
–
|
|
|
8
|
|
|
|
4371
|
Ballast Advisors
Woodbury,
Minnesota
|
$136M
|
–
|
–
|
|
|
163
|
|
|
|
4372
|
SIB LLC
New York,
New York
|
$136M
|
-$5.13M
|
-4%
|
|
|
26
|
|
|
|
4373
|
|
$136M
|
–
|
–
|
|
|
225
|
|
|
|
4374
|
Axis Capital Holdings
Pembroke,
Bermuda
|
$136M
|
+$10.6M
|
+8%
|
|
|
2
|
|
|
|
4375
|
Centerpoint Advisors
Needham,
Massachusetts
|
$136M
|
+$10M
|
+8%
|
|
|
295
|
|
|