|
5426
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$148M
|
+$11.6M
|
+9%
|
3.39%
|
52.7%
|
140
|
11.43%
|
|
|
5427
|
|
$148M
|
-$79.7M
|
-35%
|
0.37%
|
24.5%
|
40
|
37.5%
|
|
|
5428
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$148M
|
-$6.16M
|
-4%
|
6.52%
|
97.3%
|
146
|
15.75%
|
|
|
5429
|
Acuta Capital Partners
Redwood City,
California
|
$148M
|
+$11.9M
|
+9%
|
25.8%
|
7,472%
|
48
|
54.17%
|
|
|
5430
|
Pinion Investment Advisors
Wichita,
Kansas
|
$148M
|
+$40.9M
|
+38%
|
5.62%
|
61.8%
|
162
|
27.78%
|
|
|
5431
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$147M
|
-$1.35M
|
-0.9%
|
9.95%
|
132%
|
197
|
26.4%
|
|
|
5432
|
Coulter & Justus Financial Services
Knoxville,
Tennessee
|
$147M
|
-$5.92M
|
-4%
|
2.66%
|
–
|
50
|
16%
|
|
|
5433
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$147M
|
+$8.46M
|
+6%
|
4.18%
|
61.6%
|
61
|
8.2%
|
|
|
5434
|
EPIQ Partners
Minneapolis,
Minnesota
|
$147M
|
+$2.32M
|
+2%
|
4.09%
|
44.3%
|
80
|
7.5%
|
|
|
5435
|
Virtus Investment Advisers
Hartford,
Connecticut
|
$147M
|
+$4.45M
|
+3%
|
4.99%
|
131%
|
303
|
24.42%
|
|
|
5436
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$147M
|
-$8.77M
|
-6%
|
3.55%
|
37.7%
|
85
|
11.76%
|
|
|
5437
|
Prairie Sky Financial Group
Lake Bluff,
Illinois
|
$147M
|
–
|
–
|
8.42%
|
–
|
79
|
–
|
|
|
5438
|
Omnia Family Wealth
Aventura,
Florida
|
$147M
|
+$17.2M
|
+13%
|
5.89%
|
80.6%
|
70
|
14.29%
|
|
|
5439
|
Warther Private Wealth
Akron,
Ohio
|
$147M
|
+$15.8M
|
+12%
|
9.54%
|
88.4%
|
73
|
23.29%
|
|
|
5440
|
|
$147M
|
-$8.73M
|
-6%
|
0.35%
|
9.76%
|
635
|
79.53%
|
|
|
5441
|
First Citizens Financial Corp
Mason City,
Iowa
|
$147M
|
–
|
–
|
5.65%
|
68.1%
|
112
|
–
|
|
|
5442
|
Solano Wealth Management
Fairfield,
California
|
$147M
|
+$10.1M
|
+7%
|
6.68%
|
–
|
24
|
4.17%
|
|
|
5443
|
Naman Capital
Sao Paulo,
Brazil
|
$147M
|
+$25.2M
|
+21%
|
25.6%
|
106%
|
11
|
0%
|
|
|
5444
|
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
|
$147M
|
+$15.8M
|
+12%
|
6.35%
|
36.3%
|
4
|
0%
|
|
|
5445
|
Choice Wealth Advisors
Waterville,
Maine
|
$147M
|
+$9.43M
|
+7%
|
7.13%
|
52.3%
|
24
|
8.33%
|
|
|
5446
|
|
$147M
|
+$9.32M
|
+7%
|
4.08%
|
9.67%
|
80
|
48.75%
|
|
|
5447
|
William Marsh Rice University
Houston,
Texas
|
$147M
|
-$3.47M
|
-2%
|
0.27%
|
4.44%
|
8
|
37.5%
|
|
|
5448
|
McCarthy Asset Management
Redwood Shores,
California
|
$147M
|
-$376K
|
-0.3%
|
3.88%
|
40.1%
|
37
|
8.11%
|
|
|
5449
|
Western Financial Corp
San Diego,
California
|
$147M
|
+$6.29M
|
+4%
|
9.83%
|
260%
|
119
|
15.97%
|
|
|
5450
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$147M
|
+$11.2M
|
+8%
|
4.53%
|
42.9%
|
180
|
11.67%
|
|