|
6201
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$146M
|
+$11.9M
|
+9%
|
|
|
64
|
|
|
|
6202
|
Conscious Wealth Investments
Coral Gables,
Florida
|
$145M
|
+$6.19M
|
+4%
|
|
|
50
|
|
|
|
6203
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$145M
|
+$13.4M
|
+10%
|
|
|
94
|
|
|
|
6204
|
McDonough Capital Management
Orlando,
Florida
|
$145M
|
+$7.88M
|
+6%
|
|
|
47
|
|
|
|
6205
|
MPM Asset Management
Boston,
Massachusetts
|
$145M
|
-$36.8M
|
-20%
|
|
|
6
|
|
|
|
6206
|
Mills Wealth Advisors
Southlake,
Texas
|
$145M
|
+$5.32M
|
+4%
|
|
|
59
|
|
|
|
6207
|
Wilson & Boucher Capital Management
Moraga,
California
|
$145M
|
+$14.7M
|
+11%
|
|
|
120
|
|
|
|
6208
|
AHL Investment Management
Winter Park,
Florida
|
$145M
|
+$8.63M
|
+6%
|
|
|
69
|
|
|
|
6209
|
Shearwater Capital
Denver,
Colorado
|
$145M
|
+$8.85M
|
+7%
|
|
|
48
|
|
|
|
6210
|
Hofer & Associates
Thousand Oaks,
California
|
$145M
|
+$16M
|
+12%
|
|
|
60
|
|
|
|
6211
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$145M
|
+$3.92M
|
+3%
|
|
|
295
|
|
|
|
6212
|
King Street Capital Management
New York
|
$145M
|
+$65.3M
|
+82%
|
|
|
12
|
|
|
|
6213
|
ROI Financial Advisors
Beaverton,
Oregon
|
$145M
|
+$7.03M
|
+5%
|
|
|
69
|
|
|
|
6214
|
Blue Door Asset Management
Stamford,
Connecticut
|
$145M
|
-$2.51M
|
-2%
|
|
|
21
|
|
|
|
6215
|
Panoramic Investment Advisors
Denver,
Colorado
|
$145M
|
–
|
–
|
|
|
118
|
|
|
|
6216
|
Taylor Financial Group
Roanoke,
Virginia
|
$145M
|
+$14.6M
|
+11%
|
|
|
100
|
|
|
|
6217
|
Lantern Wealth Advisors
Melville,
New York
|
$144M
|
+$6.42M
|
+5%
|
|
|
135
|
|
|
|
6218
|
Cladis Investment Advisory
Billings,
Montana
|
$144M
|
+$6.45M
|
+5%
|
|
|
146
|
|
|
|
6219
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$144M
|
+$16.4M
|
+13%
|
|
|
108
|
|
|
|
6220
|
Allen Wealth Management
Boone,
North Carolina
|
$144M
|
+$31.9M
|
+28%
|
|
|
62
|
|
|
|
6221
|
Pelion Inc
Salt Lake City,
Utah
|
$144M
|
+$22.5M
|
+19%
|
|
|
4
|
|
|
|
6222
|
Mullaney, Keating & Wright
Middletown,
Connecticut
|
$144M
|
+$15.1M
|
+12%
|
|
|
56
|
|
|
|
6223
|
General Equity Holdings
Brooklyn,
New York
|
$144M
|
-$19.8M
|
-12%
|
|
|
7
|
|
|
|
6224
|
Foresite Capital Management V
Larkspur,
California
|
$144M
|
-$12.7M
|
-8%
|
|
|
5
|
|
|
|
6225
|
Clarity Asset Management
Ames,
Iowa
|
$144M
|
+$3.04M
|
+2%
|
|
|
211
|
|
|