|
4501
|
LFL Advisers
Evanston,
Illinois
|
$205M
|
-$12.7M
|
-6%
|
0.71%
|
63.5%
|
11
|
0%
|
|
|
4502
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$205M
|
-$9.06M
|
-4%
|
2.15%
|
71.5%
|
122
|
14.75%
|
|
|
4503
|
Insight Folios
Charlotte,
North Carolina
|
$205M
|
-$34M
|
-14%
|
3.4%
|
32.9%
|
117
|
7.69%
|
|
|
4504
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$205M
|
-$7.85M
|
-4%
|
3.69%
|
53.6%
|
4
|
0%
|
|
|
4505
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$204M
|
-$20.9M
|
-9%
|
1.36%
|
46.8%
|
137
|
26.28%
|
|
|
4506
|
DGS Capital Management
Jersey City,
New Jersey
|
$204M
|
+$3.56M
|
+2%
|
1.01%
|
177%
|
252
|
15.08%
|
|
|
4507
|
Centurion Wealth Management
Mclean,
Virginia
|
$204M
|
-$3.09M
|
-1%
|
3.75%
|
–
|
172
|
20.93%
|
|
|
4508
|
Win Advisors
Palm Beach Gardens,
Florida
|
$204M
|
+$129M
|
+173%
|
1.85%
|
114%
|
72
|
87.5%
|
|
|
4509
|
SOF Ltd
George Town,
Cayman Islands
|
$204M
|
+$11.2M
|
+6%
|
5.83%
|
63.6%
|
1
|
0%
|
|
|
4510
|
United Community Bank
Greenville,
South Carolina
|
$204M
|
+$90.2M
|
+79%
|
2.39%
|
60%
|
348
|
37.64%
|
|
|
4511
|
Berkshire Capital Holdings
San Jose,
California
|
$204M
|
-$38.6M
|
-16%
|
1.27%
|
1,364%
|
88
|
4.55%
|
|
|
4512
|
Stone Run Capital
New York
|
$204M
|
-$21.1M
|
-9%
|
4.44%
|
77.8%
|
59
|
6.78%
|
|
|
4513
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$204M
|
-$53.3M
|
-21%
|
2.46%
|
51.4%
|
510
|
3.33%
|
|
|
4514
|
Iron Horse Wealth Management
Johston,
Iowa
|
$204M
|
+$132K
|
+0.1%
|
3.9%
|
29.1%
|
513
|
39.77%
|
|
|
4515
|
Headlands Technologies
Chicago,
Illinois
|
$203M
|
-$109M
|
-35%
|
1.84%
|
116%
|
1,279
|
70.13%
|
|
|
4516
|
Sutton Wealth Advisors
Tampa,
Florida
|
$203M
|
-$3.04M
|
-1%
|
3.4%
|
40.9%
|
893
|
7.39%
|
|
|
4517
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$203M
|
-$8.42M
|
-4%
|
0.9%
|
67.4%
|
98
|
5.1%
|
|
|
4518
|
MTC Wealth Management
Tampa,
Florida
|
$203M
|
-$4.01M
|
-2%
|
4.07%
|
23%
|
13
|
0%
|
|
|
4519
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$203M
|
+$13.7M
|
+7%
|
2.87%
|
55.8%
|
85
|
11.76%
|
|
|
4520
|
SimpliFi Inc
San Diego,
California
|
$203M
|
-$8.6M
|
-4%
|
3.43%
|
26.7%
|
34
|
2.94%
|
|
|
4521
|
LSP Investment Advisors
New York
|
$203M
|
+$24.5M
|
+14%
|
27.3%
|
104%
|
24
|
8.33%
|
|
|
4522
|
Aquamarine Zurich
Zurich,
Switzerland
|
$203M
|
-$6.91M
|
-3%
|
2.71%
|
74.8%
|
12
|
0%
|
|
|
4523
|
Norway Savings Bank
Portland,
Maine
|
$203M
|
+$19.3M
|
+11%
|
3.56%
|
101%
|
136
|
15.44%
|
|
|
4524
|
Summit Rock Advisors
New York
|
$203M
|
-$3.36M
|
-2%
|
0.59%
|
–
|
4
|
50%
|
|
|
4525
|
Polianta Ltd
St Helier,
Jersey
|
$203M
|
-$12.9M
|
-6%
|
4.36%
|
31.6%
|
104
|
62.5%
|
|