|
6526
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$140M
|
–
|
–
|
|
|
117
|
|
|
|
6527
|
Lee-Kelleher Wealth Management
Fulton,
Maryland
|
$140M
|
–
|
–
|
|
|
40
|
|
|
|
6528
|
Brown Financial Advisory
Fairhope,
Alabama
|
$140M
|
-$923K
|
-0.7%
|
|
|
39
|
|
|
|
6529
|
Arrien Investments
Boise,
Idaho
|
$140M
|
+$1.77M
|
+1%
|
|
|
40
|
|
|
|
6530
|
Turn8 Private Wealth
Pointe Claire,
|
$140M
|
–
|
–
|
|
|
45
|
|
|
|
6531
|
LAM Group
Lake Oswego,
Oregon
|
$140M
|
-$1.05M
|
-0.7%
|
|
|
134
|
|
|
|
6532
|
Guardian Investment Management
Tiburon,
California
|
$140M
|
+$24M
|
+21%
|
|
|
60
|
|
|
|
6533
|
Norwood Investment Partners
Mill Valley,
California
|
$140M
|
-$8.12M
|
-5%
|
|
|
13
|
|
|
|
6534
|
RiverGlades Family Offices
Naples,
Florida
|
$140M
|
+$392K
|
+0.3%
|
|
|
86
|
|
|
|
6535
|
Tacita Capital
Toronto,
Ontario, Canada
|
$140M
|
-$13.2M
|
-9%
|
|
|
213
|
|
|
|
6536
|
First Community Trust
Dubuque,
Iowa
|
$140M
|
+$17.6M
|
+14%
|
|
|
329
|
|
|
|
6537
|
Farrell Financial
Orchard Park,
New York
|
$140M
|
-$1.71M
|
-1%
|
|
|
69
|
|
|
|
6538
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$140M
|
–
|
–
|
|
|
95
|
|
|
|
6539
|
Shorepath Capital Management
Park City,
Utah
|
$140M
|
+$3.31M
|
+2%
|
|
|
24
|
|
|
|
6540
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$140M
|
+$3.39M
|
+2%
|
|
|
137
|
|
|
|
6541
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$140M
|
-$7.93M
|
-5%
|
|
|
42
|
|
|
|
6542
|
Hauser Brothers
Freiburg Im Breisgau,
Germany
|
$140M
|
+$9.61M
|
+7%
|
|
|
10
|
|
|
|
6543
|
Fort Henry Capital
Wheeling,
West Virginia
|
$140M
|
-$7.15M
|
-5%
|
|
|
16
|
|
|
|
6544
|
Pinnacle West Asset Management
Casper,
Wyoming
|
$140M
|
+$184K
|
+0.1%
|
|
|
116
|
|
|
|
6545
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$140M
|
+$3.51M
|
+3%
|
|
|
158
|
|
|
|
6546
|
Pine Brook Road Advisors
Bedford,
New York
|
$140M
|
-$48.3M
|
-26%
|
|
|
3
|
|
|
|
6547
|
Allen Wealth Management
Boone,
North Carolina
|
$140M
|
-$4.64M
|
-3%
|
|
|
61
|
|
|
|
6548
|
Glenorchy Capital
Boorolite,
Australia
|
$140M
|
+$6.49M
|
+5%
|
|
|
66
|
|
|
|
6549
|
Lepercq De Neuflize Asset Management
New York
|
$139M
|
–
|
–
|
|
|
14
|
|
|
|
6550
|
Lepercq Multi-Asset Fund
Hamilton,
Bermuda
|
$139M
|
–
|
–
|
|
|
14
|
|
|