|
6401
|
Panoramic Capital
Larkspur,
California
|
$175M
|
+$16.9M
|
+11%
|
|
|
55
|
|
|
|
6402
|
4J Wealth Management
Alexandria,
Virginia
|
$175M
|
+$4.5M
|
+3%
|
|
|
102
|
|
|
|
6403
|
Marin Bay Wealth Advisors
San Anselmo,
California
|
$175M
|
–
|
–
|
|
|
120
|
|
|
|
6404
|
Arcadia Wealth Management (New York)
Smithtown,
New York
|
$174M
|
+$9.73M
|
+6%
|
|
|
61
|
|
|
|
6405
|
Shearwater Capital
Denver,
Colorado
|
$174M
|
+$5.68M
|
+3%
|
|
|
53
|
|
|
|
6406
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$174M
|
+$2.08M
|
+1%
|
|
|
61
|
|
|
|
6407
|
Harbourvest Partners
Boston,
Massachusetts
|
$174M
|
-$30.9M
|
-15%
|
|
|
11
|
|
|
|
6408
|
Prospect Financial Services
Melville,
New York
|
$174M
|
+$253K
|
+0.1%
|
|
|
114
|
|
|
|
6409
|
ROI Financial Advisors
Beaverton,
Oregon
|
$174M
|
+$6.62M
|
+4%
|
|
|
69
|
|
|
|
6410
|
Farrow Financial
Randolph,
Vermont
|
$174M
|
+$1.71M
|
+1%
|
|
|
56
|
|
|
|
6411
|
Stephens Greth Foundation
Dallas,
Texas
|
$174M
|
–
|
–
|
|
|
4
|
|
|
|
6412
|
KRS Capital Management
Bloomfield,
Michigan
|
$174M
|
+$8.32M
|
+5%
|
|
|
121
|
|
|
|
6413
|
Coordinated Financial Services
Denver,
Colorado
|
$174M
|
+$17.9M
|
+11%
|
|
|
180
|
|
|
|
6414
|
Trivant Custom Portfolio Group
San Diego,
California
|
$174M
|
-$20.9M
|
-11%
|
|
|
87
|
|
|
|
6415
|
Runnymede Capital Advisors
Dublin,
Ohio
|
$174M
|
+$52.2M
|
+43%
|
|
|
125
|
|
|
|
6416
|
Ledgewood Wealth Advisors
Exeter,
New Hampshire
|
$174M
|
+$4.64M
|
+3%
|
|
|
75
|
|
|
|
6417
|
Thoma Capital Management
Towson,
Maryland
|
$174M
|
-$509K
|
-0.3%
|
|
|
62
|
|
|
|
6418
|
Financial Planning Hawaii
Honolulu,
Hawaii
|
$174M
|
–
|
–
|
|
|
128
|
|
|
|
6419
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$174M
|
+$2.95M
|
+2%
|
|
|
207
|
|
|
|
6420
|
Yukon Wealth Management
Overland Park,
Kansas
|
$174M
|
-$132M
|
-43%
|
|
|
135
|
|
|
|
6421
|
Defined Wealth Management
Beaverton,
Oregon
|
$173M
|
+$1.26M
|
+0.7%
|
|
|
110
|
|
|
|
6422
|
Optivise Advisory Services
Franklin,
Tennessee
|
$173M
|
+$5.34M
|
+3%
|
|
|
231
|
|
|
|
6423
|
Tiptree Advisors
New York
|
$173M
|
+$13.5M
|
+8%
|
|
|
27
|
|
|
|
6424
|
TLW Wealth Management
Indian Rocks Beach,
Florida
|
$173M
|
-$1.39M
|
-0.8%
|
|
|
19
|
|
|
|
6425
|
Wealth Science Advisors
Alpharetta,
Georgia
|
$173M
|
–
|
–
|
|
|
71
|
|
|