|
4501
|
Berkshire Capital Holdings
San Jose,
California
|
$329M
|
+$43.4M
|
+15%
|
27.3%
|
1,364%
|
124
|
28.23%
|
|
|
4502
|
|
$329M
|
+$75.7M
|
+30%
|
22.8%
|
159%
|
12
|
8.33%
|
|
|
4503
|
SS&H Financial Advisors
Troy,
Michigan
|
$329M
|
+$29.7M
|
+10%
|
10.3%
|
–
|
130
|
9.23%
|
|
|
4504
|
Carmel Capital Management
Carmel,
California
|
$329M
|
+$32.5M
|
+11%
|
12.2%
|
265%
|
25
|
0%
|
|
|
4505
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$329M
|
+$26.3M
|
+9%
|
9.74%
|
104%
|
494
|
9.51%
|
|
|
4506
|
Nixon Capital
Austin,
Texas
|
$329M
|
+$21.4M
|
+7%
|
11.6%
|
102%
|
27
|
18.52%
|
|
|
4507
|
Moseley Investment Management
Bradenton,
Florida
|
$329M
|
+$38.4M
|
+13%
|
8.76%
|
96.6%
|
179
|
10.61%
|
|
|
4508
|
Hixon Zuercher
Findlay,
Ohio
|
$329M
|
+$19.1M
|
+6%
|
5.95%
|
87.5%
|
87
|
10.34%
|
|
|
4509
|
Independence Financial Advisors
Franklin,
New Hampshire
|
$328M
|
+$71.2M
|
+28%
|
5.91%
|
–
|
55
|
10.91%
|
|
|
4510
|
Insight Wealth Partners
Plano,
Texas
|
$328M
|
+$70.7M
|
+27%
|
6.22%
|
38.9%
|
119
|
12.61%
|
|
|
4511
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$328M
|
+$21.6M
|
+7%
|
4.61%
|
37.9%
|
89
|
6.74%
|
|
|
4512
|
Life Line Wealth Management
Beverly Hills,
California
|
$328M
|
+$19.2M
|
+6%
|
7.36%
|
–
|
37
|
5.41%
|
|
|
4513
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$328M
|
+$38.6M
|
+13%
|
6.01%
|
50.8%
|
130
|
19.23%
|
|
|
4514
|
LOM Asset Management
Hamilton,
|
$328M
|
+$32.3M
|
+11%
|
8.77%
|
–
|
259
|
7.34%
|
|
|
4515
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$328M
|
+$27.9M
|
+9%
|
7.4%
|
57.5%
|
162
|
2.47%
|
|
|
4516
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$328M
|
+$22.8M
|
+7%
|
6.08%
|
57.3%
|
156
|
6.41%
|
|
|
4517
|
Landmark Investment Partners
West Palm Beach,
Florida
|
$328M
|
-$49.1M
|
-13%
|
3%
|
–
|
101
|
62.38%
|
|
|
4518
|
Enavate Sciences
Menlo Park,
California
|
$328M
|
+$151M
|
+86%
|
70.3%
|
–
|
7
|
14.29%
|
|
|
4519
|
Steph & Co
Marinette,
Wisconsin
|
$327M
|
+$19.2M
|
+6%
|
6.74%
|
56.8%
|
328
|
13.72%
|
|
|
4520
|
Gill Capital Partners
Denver,
Colorado
|
$327M
|
+$16.5M
|
+5%
|
5.74%
|
41.8%
|
151
|
12.58%
|
|
|
4521
|
True Wealth Design
Akron,
Ohio
|
$327M
|
+$43.4M
|
+15%
|
5.58%
|
53%
|
2,918
|
19.19%
|
|
|
4522
|
All-Stars Investment
Hong Kong
|
$327M
|
+$29.2M
|
+10%
|
12.1%
|
19.4%
|
4
|
25%
|
|
|
4523
|
HT Partners
Centerbrook,
Connecticut
|
$327M
|
-$167K
|
-0.1%
|
7.56%
|
63.1%
|
52
|
5.77%
|
|
|
4524
|
Fiduciary Planning
Englewood,
Florida
|
$327M
|
+$24.8M
|
+8%
|
7.85%
|
65.5%
|
89
|
20.22%
|
|
|
4525
|
Family Legacy Inc
Greenville,
South Carolina
|
$327M
|
+$19.6M
|
+6%
|
7.98%
|
69.1%
|
122
|
0.82%
|
|