|
4701
|
Union Heritage Capital
Bloomfield Hills,
Michigan
|
$308M
|
+$21.2M
|
+7%
|
8.73%
|
69.2%
|
64
|
1.56%
|
|
|
4702
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$308M
|
+$223K
|
+0.1%
|
7.25%
|
54.2%
|
214
|
41.12%
|
|
|
4703
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$308M
|
+$30.1M
|
+11%
|
7.3%
|
47.9%
|
173
|
10.4%
|
|
|
4704
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$308M
|
+$54M
|
+21%
|
6.67%
|
53.1%
|
15
|
13.33%
|
|
|
4705
|
First United Bank & Trust
Oakland,
Maryland
|
$308M
|
+$21.2M
|
+7%
|
7.87%
|
69.2%
|
429
|
11.89%
|
|
|
4706
|
Omnia Family Wealth
Aventura,
Florida
|
$308M
|
+$32M
|
+12%
|
8.87%
|
80.6%
|
109
|
13.76%
|
|
|
4707
|
NIA Impact Advisors
Berkeley,
California
|
$308M
|
+$18.4M
|
+6%
|
8.29%
|
–
|
103
|
7.77%
|
|
|
4708
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$307M
|
+$8.85M
|
+3%
|
5.87%
|
–
|
913
|
12.71%
|
|
|
4709
|
Auour Investments
Woburn,
Massachusetts
|
$307M
|
+$16.3M
|
+6%
|
4.49%
|
35.5%
|
90
|
13.33%
|
|
|
4710
|
Essex Woodlands Management
The Woodlands,
Texas
|
$307M
|
+$28M
|
+10%
|
11.5%
|
203%
|
6
|
0%
|
|
|
4711
|
Squire Investment Management Company
Orem,
Utah
|
$307M
|
+$35.6M
|
+13%
|
7.54%
|
–
|
69
|
5.8%
|
|
|
4712
|
Rossby Financial
Melbourne,
Florida
|
$307M
|
+$35.9M
|
+13%
|
8.95%
|
–
|
1,526
|
21.36%
|
|
|
4713
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$307M
|
+$27.8M
|
+10%
|
5.54%
|
–
|
46
|
10.87%
|
|
|
4714
|
Passive Capital Management
Baltimore,
Maryland
|
$307M
|
-$14.7M
|
-5%
|
5.32%
|
28.1%
|
89
|
8.99%
|
|
|
4715
|
Nicollet Investment Management
Minneapolis,
Minnesota
|
$307M
|
+$8M
|
+3%
|
8.68%
|
82%
|
73
|
2.74%
|
|
|
4716
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
$306M
|
+$22.3M
|
+8%
|
10.2%
|
144%
|
54
|
3.7%
|
|
|
4717
|
Verity Asset Management
Durham,
North Carolina
|
$306M
|
+$96.9M
|
+46%
|
7.62%
|
68.4%
|
252
|
32.54%
|
|
|
4718
|
Seneca Financial Advisors
Rochester,
New York
|
$306M
|
+$46.8M
|
+18%
|
5.71%
|
47.3%
|
64
|
6.25%
|
|
|
4719
|
Starr Indemnity & Liability Company
New York
|
$306M
|
+$33.1M
|
+12%
|
12.4%
|
–
|
4
|
0%
|
|
|
4720
|
|
$306M
|
+$3.64M
|
+1%
|
5.9%
|
96%
|
117
|
7.69%
|
|
|
4721
|
Briaud Financial Planning
College Station,
Texas
|
$306M
|
+$52.5M
|
+21%
|
11.5%
|
93.1%
|
366
|
90.44%
|
|
|
4722
|
Transatlantique Private Wealth
New York
|
$306M
|
+$33.7M
|
+12%
|
8.82%
|
89%
|
234
|
17.95%
|
|
|
4723
|
Index Venture Growth Associates IV
St. Helier,
Jersey
|
$306M
|
+$122M
|
+67%
|
27.3%
|
–
|
2
|
50%
|
|
|
4724
|
Silchester International Investors
London,
United Kingdom
|
$306M
|
-$160M
|
-34%
|
0.82%
|
76.6%
|
3
|
0%
|
|
|
4725
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
$305M
|
+$25.8M
|
+9%
|
11%
|
–
|
74
|
8.11%
|
|