|
6401
|
Fortis Advisors
Wayne,
Pennsylvania
|
$156M
|
+$2.72M
|
+2%
|
|
|
121
|
|
|
|
6402
|
Next Level Wealth Planning
Meridian,
Idaho
|
$156M
|
+$24.1M
|
+18%
|
|
|
58
|
|
|
|
6403
|
Tevis Investment Management
Plano,
Texas
|
$156M
|
+$21.4M
|
+16%
|
|
|
112
|
|
|
|
6404
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$156M
|
+$24M
|
+18%
|
|
|
102
|
|
|
|
6405
|
Privium Fund Management (UK)
London,
United Kingdom
|
$156M
|
+$26.6M
|
+21%
|
|
|
21
|
|
|
|
6406
|
Base Wealth Management
Lakewood Ranch,
Florida
|
$156M
|
+$24.8M
|
+19%
|
|
|
59
|
|
|
|
6407
|
Davidson Kahn Capital Management
Sherman Oaks,
California
|
$156M
|
+$26.6M
|
+21%
|
|
|
58
|
|
|
|
6408
|
Climber Capital
Nyon,
Switzerland
|
$156M
|
+$28.8M
|
+23%
|
|
|
66
|
|
|
|
6409
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$156M
|
+$20.8M
|
+15%
|
|
|
58
|
|
|
|
6410
|
Alapocas Investment Partners
Beverly,
Massachusetts
|
$156M
|
-$7.68M
|
-5%
|
|
|
22
|
|
|
|
6411
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$156M
|
+$15M
|
+11%
|
|
|
2
|
|
|
|
6412
|
SFM LLC
Manchester,
New Hampshire
|
$156M
|
+$19.8M
|
+15%
|
|
|
62
|
|
|
|
6413
|
BayBridge Capital Group
Pleasanton,
California
|
$156M
|
+$16.7M
|
+12%
|
|
|
89
|
|
|
|
6414
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$156M
|
+$7.75M
|
+5%
|
|
|
118
|
|
|
|
6415
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$156M
|
+$786K
|
+0.5%
|
|
|
6
|
|
|
|
6416
|
Castleview Partners
Dallas,
Texas
|
$156M
|
+$7.88M
|
+5%
|
|
|
198
|
|
|
|
6417
|
Tacita Capital
Toronto,
Ontario, Canada
|
$156M
|
+$16.7M
|
+12%
|
|
|
220
|
|
|
|
6418
|
Spahn Wealth & Retirement
Scottsdale,
Arizona
|
$155M
|
+$19.2M
|
+14%
|
|
|
40
|
|
|
|
6419
|
Harvest Investment Advisors
Tallahassee,
Florida
|
$155M
|
+$17M
|
+12%
|
|
|
59
|
|
|
|
6420
|
Certus Wealth Management
Redwood City,
California
|
$155M
|
+$8.01M
|
+5%
|
|
|
57
|
|
|
|
6421
|
Eliot Finkel Investment Counsel
Beverly Hills,
California
|
$155M
|
+$8.21M
|
+6%
|
|
|
32
|
|
|
|
6422
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$155M
|
+$19.1M
|
+14%
|
|
|
89
|
|
|
|
6423
|
Greenhouse Wealth Management
Westport,
Connecticut
|
$155M
|
+$21.4M
|
+16%
|
|
|
60
|
|
|
|
6424
|
RF&L Wealth Management
Acton,
Massachusetts
|
$155M
|
+$15.4M
|
+11%
|
|
|
60
|
|
|
|
6425
|
Lakeside Advisors
Seattle,
Washington
|
$155M
|
+$4.17M
|
+3%
|
|
|
63
|
|
|