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13950 results, page 227 of 279.

• ZEPHYR INVESTMENT MANAGEMENT

  SEC file number 801-55289 · WESTLAKE VILLAGE, CA

  $61M AUM
• BOYD FINANCIAL STRATEGIES, INC.

  SEC file number 801-51357 · WORCESTER, MA

  $60.9M AUM
• BOULDER WEALTH MANAGEMENT, LLC

  SEC file number 801-71662 · OVERLAND PARK, KS

  $60.9M AUM
• MORGAN INVESTMENTS INC

  SEC file number 801-10773 · GREENVILLE, SC

  $60.9M AUM
• BOSTON STANDARD WEALTH MANAGEMENT, LLC

  SEC file number 801-72493 · WINCHESTER, MA

  $60.8M AUM
• FUNDAMENTAL CAPITAL MANAGEMENT LLC

  SEC file number 801-70862 · PASADENA, CA

  $60.7M AUM
• TMFS-TOLEDO, LLC

  SEC file number 801-70247 · MAUMEE, OH

  $60.7M AUM
• BELVEDERE ASSET MANAGEMENT, LLC

  SEC file number 801-76961 · NEWPORT BEACH, CA

  $60.7M AUM
• TMFS-PITTSBURGH I, LLC

  SEC file number 801-70904 · CRANBERRY TOWNSHIP, PA

  $60.7M AUM
• EAN EQUITY FINANCIAL SERVICES LLC

  SEC file number 801-62076 · MILLERSVILLE, MD

  $60.7M AUM
• CLEAR WEALTH, INC.

  SEC file number 801-63381 · BOISE, ID

  $60.7M AUM
• TMF CAPITAL MANAGEMENT LLC

  SEC file number 801-70359 · CHICAGO, IL

  $60.6M AUM
• ETHOS CAPITAL GROUP, LLC

  SEC file number 801-70029 · JONESBORO, AR

  $60.5M AUM
• PERSPECTIVE WEALTH PARTNERS, LLC

  SEC file number 801-71093

  $60.5M AUM
• MPA CAPITAL MANAGEMENT LLC

  SEC file number 801-77704 · WILMINGTON, DE · 2 employees

  $60.5M AUM
• SCHULTZE ASSET MANAGEMENT, LP

  SEC file number 801-62112 · RYE BROOK, NY · 6 employees

  $60.5M AUM
• OMEGA WEALTH MANAGEMENT LLC

  SEC file number 801-63529 · ARLINGTON, VA

  $60.5M AUM
• BAKER ASSET MANAGEMENT LLC

  SEC file number 801-64476 · OKLAHOMA CITY, OK · 3 employees

  $60.4M AUM
• ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC

  SEC file number 801-69549 · MECHANICSBURG, PA

  $60.4M AUM
• FINANCIAL PLANNING ASSOCIATES, LLC

  SEC file number 801-79162 · WHITE PLAINS, NY · 1 employees

  $60.4M AUM
• A. MILLER INVESTMENT ADVISORS, L.P.

  SEC file number 801-55519 · HOUSTON, TX

  $60.3M AUM
• SYNTAL CAPITAL PARTNERS, LLC

  SEC file number 801-74778 · MIDLAND, TX · 1 employees

  $60.3M AUM
• LASCAUX RESOURCE CAPITAL, LLC

  SEC file number 801-80048 · STAMFORD, CT · 5 employees

  $60.2M AUM
• JUST PLANS ETC A CALIFORNIA CORPORATION

  SEC file number 801-57672 · WALNUT CREEK, CA

  $60.2M AUM
• CAPITAL ASSET MANAGEMENT, LLC

  SEC file number 801-66990 · JEFFERSONVILLE, IN

  $60.2M AUM
• PRENTICE CAPITAL MANAGEMENT, LP

  SEC file number 801-73739 · GREENWICH, CT · 7 employees

  $60.1M AUM
• PAULEY FINANCIAL SERVICES, INC.

  SEC file number 801-67669

  $60.1M AUM
• SOUNDVIEW CAPITAL MANAGEMENT CORPORATION

  SEC file number 801-61426 · NEW HAVEN, CT

  $60.1M AUM
• W A PROSKOW, LLC

  SEC file number 801-69576

  $60M AUM
• TMFS - FRESNO, LLC

  SEC file number 801-69328 · FRESNO, CA

  $60M AUM
• ARTIENCE CAPITAL MANAGEMENT, LLC

  SEC file number 801-70395 · SAN FRANCISCO, CA

  $60M AUM
• BERYLIAN CAPITAL, LLC

  SEC file number 801-70787 · MIAMI, FL

  $60M AUM
• CHRIS C CRENSHAW FINANCIAL SERVICES, LLC

  SEC file number 801-70169 · DURHAM, NC

  $60M AUM
• CORE FINANCIAL PARTNERS INC.

  SEC file number 801-71861 · VENICE, CA

  $60M AUM
• HEXAM CAPITAL PARTNERS, LLP

  SEC file number 801-71630 · 11 employees

  $60M AUM
• HILLIER ADVISORS, LLC

  SEC file number 801-67701 · OCALA, FL

  $60M AUM
• KVO CAPITAL MANAGEMENT, LLC

  SEC file number 801-69255 · HANOVER, NH

  $60M AUM
• LAGER & COMPANY, INC.

  SEC file number 801-60553

  $60M AUM
• LATTICE CAPITAL MANAGEMENT LLC

  SEC file number 801-67224 · KIRKLAND, WA

  $60M AUM
• MARKET BRIDGE CAPITAL, LLC

  SEC file number 801-76552 · 1 employees

  $60M AUM
• MCCORMICK CAPITAL MANAGEMENT

  SEC file number 801-27092 · SEATTLE, WA

  $60M AUM
• PAGEONE FINANCIAL, INC.

  SEC file number 801-28756 · GLENS FALLS, NY · 1 employees

  $60M AUM
• PALISADE INVESTMENTS, LLC

  SEC file number 801-71634

  $60M AUM
• PIPER PE LIMITED LIABILITY PARTNERSHIP

  SEC file number 801-73206

  $60M AUM
• QUINN FINANCIAL PARTNERS, LLC

  SEC file number 801-62829 · NASHVILLE, TN

  $60M AUM
• STONEWORKS ASSET MANAGEMENT LLP

  SEC file number 801-68472

  $60M AUM
• THIRD CREEK INVESTMENTS, INC.

  SEC file number 801-69055

  $60M AUM
• TRH FINANCIAL LLC

  SEC file number 801-77205 · CORALVILLE, IA · 5 employees

  $60M AUM
• VELOCITY INVESTMENT PARTNERS, LLC

  SEC file number 801-76564 · LOS GATOS, CA

  $60M AUM
• WEST BRANCH CAPITAL LLC

  SEC file number 801-70326 · HINGHAM, MA

  $59.9M AUM