|
6376
|
LAM Group
Lake Oswego,
Oregon
|
$175M
|
+$13.4M
|
+8%
|
|
|
75
|
|
|
|
6377
|
Howard Hughes Medical Institute
Chevy Chase,
Maryland
|
$175M
|
+$4.07M
|
+2%
|
|
|
506
|
|
|
|
6378
|
Panoramic Capital
Larkspur,
California
|
$175M
|
+$16.9M
|
+11%
|
|
|
55
|
|
|
|
6379
|
4J Wealth Management
Alexandria,
Virginia
|
$175M
|
+$4.5M
|
+3%
|
|
|
102
|
|
|
|
6380
|
Marin Bay Wealth Advisors
San Anselmo,
California
|
$175M
|
–
|
–
|
|
|
120
|
|
|
|
6381
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$174M
|
+$9.73M
|
+6%
|
|
|
61
|
|
|
|
6382
|
Shearwater Capital
Denver,
Colorado
|
$174M
|
+$5.68M
|
+3%
|
|
|
53
|
|
|
|
6383
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$174M
|
+$2.08M
|
+1%
|
|
|
61
|
|
|
|
6384
|
Harbourvest Partners
Boston,
Massachusetts
|
$174M
|
-$30.9M
|
-15%
|
|
|
11
|
|
|
|
6385
|
Prospect Financial Services
Melville,
New York
|
$174M
|
+$253K
|
+0.1%
|
|
|
114
|
|
|
|
6386
|
ROI Financial Advisors
Beaverton,
Oregon
|
$174M
|
+$6.62M
|
+4%
|
|
|
69
|
|
|
|
6387
|
Farrow Financial
Randolph,
Vermont
|
$174M
|
+$1.71M
|
+1%
|
|
|
56
|
|
|
|
6388
|
Stephens Greth Foundation
Dallas,
Texas
|
$174M
|
–
|
–
|
|
|
4
|
|
|
|
6389
|
KRS Capital Management
Bloomfield,
Michigan
|
$174M
|
+$8.32M
|
+5%
|
|
|
121
|
|
|
|
6390
|
Coordinated Financial Services
Denver,
Colorado
|
$174M
|
+$17.9M
|
+11%
|
|
|
180
|
|
|
|
6391
|
Trivant Custom Portfolio Group
San Diego,
California
|
$174M
|
-$20.9M
|
-11%
|
|
|
87
|
|
|
|
6392
|
Runnymede Capital Advisors
Dublin,
Ohio
|
$174M
|
+$52.2M
|
+43%
|
|
|
125
|
|
|
|
6393
|
Ledgewood Wealth Advisors
Exeter,
New Hampshire
|
$174M
|
+$4.64M
|
+3%
|
|
|
75
|
|
|
|
6394
|
Thoma Capital Management
Towson,
Maryland
|
$174M
|
-$509K
|
-0.3%
|
|
|
62
|
|
|
|
6395
|
Financial Planning Hawaii
Honolulu,
Hawaii
|
$174M
|
–
|
–
|
|
|
128
|
|
|
|
6396
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$174M
|
+$2.95M
|
+2%
|
|
|
207
|
|
|
|
6397
|
Yukon Wealth Management
Overland Park,
Kansas
|
$174M
|
-$132M
|
-43%
|
|
|
135
|
|
|
|
6398
|
Defined Wealth Management
Beaverton,
Oregon
|
$173M
|
+$1.26M
|
+0.7%
|
|
|
110
|
|
|
|
6399
|
Optivise Advisory Services
Franklin,
Tennessee
|
$173M
|
+$5.34M
|
+3%
|
|
|
231
|
|
|
|
6400
|
Tiptree Advisors
New York
|
$173M
|
+$13.5M
|
+8%
|
|
|
27
|
|
|