|
4351
|
ArchPoint Investors
Coral Gables,
Florida
|
$299M
|
+$33M
|
+12%
|
4.11%
|
111%
|
71
|
4.23%
|
|
|
4352
|
TrueWealth Advisors
Birmingham,
Alabama
|
$299M
|
+$29M
|
+11%
|
6.39%
|
58.5%
|
240
|
15.83%
|
|
|
4353
|
Eldred Rock Partners
San Antonio,
Texas
|
$299M
|
+$59.9M
|
+25%
|
2.7%
|
–
|
32
|
6.25%
|
|
|
4354
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$299M
|
+$22.1M
|
+8%
|
5.28%
|
127%
|
202
|
36.14%
|
|
|
4355
|
Highline Wealth Partners
Sherman Oaks,
California
|
$299M
|
+$33.6M
|
+13%
|
5.16%
|
82.9%
|
649
|
19.41%
|
|
|
4356
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$299M
|
+$14.3M
|
+5%
|
8.06%
|
84.3%
|
208
|
24.52%
|
|
|
4357
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$299M
|
+$84.2M
|
+39%
|
13.8%
|
44.9%
|
59
|
15.25%
|
|
|
4358
|
Meritech Capital Associates V
Palo Alto,
California
|
$299M
|
+$7.05M
|
+2%
|
8.02%
|
133%
|
3
|
33.33%
|
|
|
4359
|
TriaGen Wealth Management
Calabasas,
California
|
$299M
|
+$39.7M
|
+15%
|
7.05%
|
113%
|
186
|
22.58%
|
|
|
4360
|
Integral Investment Advisors
Turlock,
California
|
$299M
|
+$27.4M
|
+10%
|
5.34%
|
60%
|
160
|
10%
|
|
|
4361
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$299M
|
+$49.3M
|
+20%
|
5.82%
|
44.4%
|
55
|
9.09%
|
|
|
4362
|
Catalina Capital Group
Torrance,
California
|
$299M
|
+$32.2M
|
+12%
|
5.75%
|
–
|
372
|
22.04%
|
|
|
4363
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$298M
|
+$4.98M
|
+2%
|
6.88%
|
66.8%
|
77
|
11.69%
|
|
|
4364
|
Acima Private Wealth
Richmond,
Virginia
|
$298M
|
+$26.2M
|
+10%
|
6.53%
|
45.2%
|
184
|
0.54%
|
|
|
4365
|
Sea Cliff Partners Management
San Francisco,
California
|
$298M
|
+$6.03M
|
+2%
|
0.92%
|
–
|
19
|
47.37%
|
|
|
4366
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$298M
|
+$29.4M
|
+11%
|
5.81%
|
43.9%
|
53
|
15.09%
|
|
|
4367
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$298M
|
+$11.8M
|
+4%
|
5.35%
|
44.7%
|
79
|
7.59%
|
|
|
4368
|
Matthew 25 Management Corp
Ambler,
Pennsylvania
|
$298M
|
+$9.55M
|
+3%
|
8.63%
|
141%
|
20
|
10%
|
|
|
4369
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw,
Poland
|
$298M
|
+$10.1M
|
+4%
|
7.29%
|
140%
|
25
|
0%
|
|
|
4370
|
Courage Miller Partners
Norfolk,
Virginia
|
$297M
|
+$19.4M
|
+7%
|
6.03%
|
40.3%
|
81
|
3.7%
|
|
|
4371
|
Shoker Investment Counsel
Oxford,
Ohio
|
$297M
|
+$14M
|
+5%
|
6.46%
|
83.8%
|
105
|
7.62%
|
|
|
4372
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$297M
|
+$29.8M
|
+11%
|
4.1%
|
22.5%
|
175
|
38.29%
|
|
|
4373
|
FC Advisory
West Chester,
Pennsylvania
|
$297M
|
+$24.6M
|
+9%
|
5.6%
|
42.9%
|
102
|
6.86%
|
|
|
4374
|
Hilltop Partners
Mishawaka,
Indiana
|
$297M
|
+$26.1M
|
+10%
|
5.43%
|
64.9%
|
113
|
16.81%
|
|
|
4375
|
Winmill & Co
Walpole,
New Hampshire
|
$297M
|
+$3.94M
|
+1%
|
8.68%
|
146%
|
58
|
6.9%
|
|