|
4326
|
NIA Impact Advisors
Berkeley,
California
|
$301M
|
+$22.9M
|
+8%
|
9.82%
|
–
|
110
|
7.27%
|
|
|
4327
|
Defender Capital
Charlotte,
North Carolina
|
$301M
|
+$8.46M
|
+3%
|
9.98%
|
83.5%
|
38
|
15.79%
|
|
|
4328
|
Abound Wealth Management
Franklin,
Tennessee
|
$301M
|
+$29.9M
|
+11%
|
7.3%
|
58.6%
|
1,363
|
19.08%
|
|
|
4329
|
Financial Advisory Partners
Winter Park,
Florida
|
$301M
|
+$33.7M
|
+13%
|
7.27%
|
46.7%
|
71
|
11.27%
|
|
|
4330
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$301M
|
+$16.4M
|
+6%
|
7.1%
|
26.6%
|
120
|
5.83%
|
|
|
4331
|
ORG Wealth Partners
Dallas,
Texas
|
$301M
|
–
|
–
|
19.3%
|
–
|
479
|
–
|
|
|
4332
|
Bonness Enterprises
Washington,
District of Columbia
|
$301M
|
+$27.5M
|
+10%
|
13.5%
|
94.6%
|
37
|
0%
|
|
|
4333
|
Detalus Advisors
St. Louis,
Missouri
|
$301M
|
+$9.13M
|
+3%
|
6.61%
|
67.9%
|
163
|
12.88%
|
|
|
4334
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$301M
|
+$10.8M
|
+4%
|
4.46%
|
85.9%
|
26
|
30.77%
|
|
|
4335
|
Family Legacy Inc
Greenville,
South Carolina
|
$301M
|
+$21.5M
|
+8%
|
7.53%
|
87.8%
|
123
|
3.25%
|
|
|
4336
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$301M
|
+$29.9M
|
+11%
|
7.2%
|
69.5%
|
116
|
23.28%
|
|
|
4337
|
Legacy Capital Group California
Los Gatos,
California
|
$301M
|
+$23.3M
|
+8%
|
6.83%
|
129%
|
360
|
28.06%
|
|
|
4338
|
Neumann Capital Management
Foster City,
California
|
$301M
|
+$9.58M
|
+3%
|
6.84%
|
79.4%
|
103
|
6.8%
|
|
|
4339
|
Syntrinsic
Denver,
Colorado
|
$301M
|
-$590K
|
-0.2%
|
6.77%
|
–
|
86
|
18.6%
|
|
|
4340
|
Juniper Capital Advisors
Houston,
Texas
|
$301M
|
-$51.6M
|
-15%
|
14.7%
|
–
|
1
|
0%
|
|
|
4341
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$300M
|
+$22.1M
|
+8%
|
6.91%
|
44.6%
|
67
|
10.45%
|
|
|
4342
|
Chase Investment Counsel
Charlottesville,
Virginia
|
$300M
|
+$18.3M
|
+6%
|
10.2%
|
350%
|
143
|
28.67%
|
|
|
4343
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$300M
|
+$15.2M
|
+5%
|
3.55%
|
17.7%
|
253
|
44.66%
|
|
|
4344
|
Dodds Wealth
Greenwood Village,
Colorado
|
$300M
|
+$43.8M
|
+17%
|
5.55%
|
–
|
59
|
5.08%
|
|
|
4345
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$300M
|
+$30M
|
+11%
|
5.94%
|
70.6%
|
105
|
19.05%
|
|
|
4346
|
Trust Company of Tennessee
Knoxville,
Tennessee
|
$300M
|
+$20.3M
|
+7%
|
7.7%
|
–
|
6
|
0%
|
|
|
4347
|
Prudent Man Advisors
Naperville,
Illinois
|
$300M
|
+$16.9M
|
+6%
|
6.7%
|
82.8%
|
195
|
17.44%
|
|
|
4348
|
FIFTHDELTA
London,
United Kingdom
|
$300M
|
-$160M
|
-35%
|
2.72%
|
16.6%
|
16
|
56.25%
|
|
|
4349
|
|
$300M
|
+$34.7M
|
+13%
|
13.1%
|
87.4%
|
2
|
0%
|
|
|
4350
|
EnRich Financial Partners
Madison,
Wisconsin
|
$299M
|
+$26.7M
|
+10%
|
6.01%
|
–
|
252
|
14.68%
|
|