|
4151
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
$217M
|
+$17.8M
|
+9%
|
10.4%
|
72.6%
|
81
|
7.41%
|
|
|
4152
|
Arjuna Capital
Durham,
North Carolina
|
$217M
|
+$13.5M
|
+7%
|
8.59%
|
74.9%
|
106
|
23.58%
|
|
|
4153
|
Financial Life Advisors
San Antonio,
Texas
|
$217M
|
+$17.2M
|
+9%
|
5.68%
|
42.7%
|
84
|
34.52%
|
|
|
4154
|
Atlas Private Wealth Management
Albany,
New York
|
$217M
|
+$78.6M
|
+57%
|
5.88%
|
19.8%
|
111
|
6.31%
|
|
|
4155
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$217M
|
+$27.4M
|
+14%
|
8.41%
|
11.8%
|
87
|
9.2%
|
|
|
4156
|
Wiser Wealth Management
Marietta,
Georgia
|
$216M
|
+$25.1M
|
+13%
|
5.59%
|
46.7%
|
38
|
15.79%
|
|
|
4157
|
ETFidea
Syracuse,
New York
|
$216M
|
+$22.3M
|
+12%
|
8.37%
|
22.7%
|
113
|
15.93%
|
|
|
4158
|
True Wealth Design
Akron,
Ohio
|
$216M
|
–
|
–
|
10.2%
|
53%
|
803
|
–
|
|
|
4159
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$216M
|
+$8.71M
|
+4%
|
6.2%
|
52.6%
|
364
|
29.95%
|
|
|
4160
|
Ribbit Capital GP II
Palo Alto,
California
|
$216M
|
-$51.8M
|
-19%
|
19.4%
|
–
|
1
|
0%
|
|
|
4161
|
Agilis Partners
Waltham,
Massachusetts
|
$215M
|
+$56.8M
|
+36%
|
7.14%
|
8.47%
|
23
|
8.7%
|
|
|
4162
|
IA Venture Strategies Fund II
New York
|
$215M
|
-$79.4M
|
-27%
|
26%
|
375%
|
2
|
0%
|
|
|
4163
|
|
$215M
|
+$31.3M
|
+17%
|
11.1%
|
60.1%
|
177
|
10.73%
|
|
|
4164
|
Innealta Capital
Austin,
Texas
|
$215M
|
+$29.1M
|
+16%
|
8.62%
|
52.1%
|
71
|
26.76%
|
|
|
4165
|
Night Owl Capital Management
Greenwich,
Connecticut
|
$215M
|
-$25.2M
|
-10%
|
2.79%
|
150%
|
18
|
16.67%
|
|
|
4166
|
Golden Gate Private Equity
San Francisco,
California
|
$215M
|
-$627K
|
-0.3%
|
0.67%
|
8.72%
|
4
|
25%
|
|
|
4167
|
Tradewinds Capital Management
Bellingham,
Washington
|
$215M
|
-$29.4M
|
-12%
|
7.55%
|
85.2%
|
542
|
13.65%
|
|
|
4168
|
Fosse Capital Partners
London,
United Kingdom
|
$214M
|
+$19.7M
|
+10%
|
1.97%
|
68.6%
|
4
|
0%
|
|
|
4169
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$214M
|
+$13.6M
|
+7%
|
9.72%
|
67.4%
|
105
|
8.57%
|
|
|
4170
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$214M
|
+$37.2M
|
+21%
|
6.18%
|
50.7%
|
95
|
16.84%
|
|
|
4171
|
Serenity Capital Management (Singapore)
Singapore
|
$214M
|
–
|
–
|
14.1%
|
20.4%
|
3
|
–
|
|
|
4172
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$214M
|
+$9.56M
|
+5%
|
5.33%
|
97.9%
|
232
|
10.34%
|
|
|
4173
|
Shaker Financial Services
Arlington,
Virginia
|
$214M
|
+$11.2M
|
+6%
|
4.21%
|
13.1%
|
178
|
30.9%
|
|
|
4174
|
Peoples Financial Services Corp
Dunmore,
Pennsylvania
|
$214M
|
+$19.8M
|
+10%
|
12.6%
|
93%
|
281
|
3.2%
|
|
|
4175
|
Clare Market Investments
Dallas,
Texas
|
$214M
|
-$18M
|
-8%
|
2.7%
|
–
|
144
|
28.47%
|
|