|
5751
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$199M
|
+$20.3M
|
+11%
|
10.7%
|
53.6%
|
4
|
0%
|
|
|
5752
|
PFS Partners
Mine Hill,
New Jersey
|
$199M
|
+$9.5M
|
+5%
|
4.34%
|
63.2%
|
525
|
19.24%
|
|
|
5753
|
Johnson & White Wealth Management
York,
Pennsylvania
|
$199M
|
+$20.4M
|
+11%
|
8.58%
|
76.5%
|
105
|
9.52%
|
|
|
5754
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$199M
|
+$24.3M
|
+14%
|
9.78%
|
45%
|
171
|
28.07%
|
|
|
5755
|
Anthracite Investment Company
Fort Worth,
Texas
|
$198M
|
+$18.8M
|
+10%
|
27.8%
|
–
|
82
|
43.9%
|
|
|
5756
|
Unison Asset Management
North Miami Beach,
Florida
|
$198M
|
+$28.5M
|
+17%
|
11.4%
|
84%
|
29
|
10.34%
|
|
|
5757
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$198M
|
+$38.5M
|
+24%
|
10.3%
|
–
|
98
|
13.27%
|
|
|
5758
|
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
|
$198M
|
+$108M
|
+119%
|
123%
|
444%
|
2
|
0%
|
|
|
5759
|
Able Wealth Management
Toms River,
New Jersey
|
$198M
|
+$28.8M
|
+17%
|
7.52%
|
–
|
122
|
33.61%
|
|
|
5760
|
Cambridge Financial Group
Columbus,
Ohio
|
$198M
|
-$32M
|
-14%
|
11.8%
|
–
|
33
|
0%
|
|
|
5761
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$198M
|
-$41M
|
-17%
|
14.3%
|
81.1%
|
101
|
19.8%
|
|
|
5762
|
Brentview Investment Management
Northfield,
Illinois
|
$198M
|
+$10.1M
|
+5%
|
10.5%
|
–
|
69
|
5.8%
|
|
|
5763
|
Jupiter Wealth Management
Glendale,
Colorado
|
$198M
|
+$32.9M
|
+20%
|
14.8%
|
85.9%
|
93
|
29.03%
|
|
|
5764
|
Dixon Fnancial Services
Lafayette,
California
|
$198M
|
+$13M
|
+7%
|
7.81%
|
70%
|
41
|
9.76%
|
|
|
5765
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$198M
|
+$18.4M
|
+10%
|
10.3%
|
58.5%
|
38
|
26.32%
|
|
|
5766
|
Hiley Hunt Wealth Management
Omaha,
Nebraska
|
$198M
|
+$14.6M
|
+8%
|
6.85%
|
–
|
45
|
8.89%
|
|
|
5767
|
Millington Financial Advisors
Naperville,
Illinois
|
$198M
|
+$35.2M
|
+22%
|
11.5%
|
61%
|
106
|
20.75%
|
|
|
5768
|
Howard Wealth Management
Madison,
Connecticut
|
$198M
|
+$18.4M
|
+10%
|
7.86%
|
60.3%
|
125
|
11.2%
|
|
|
5769
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$198M
|
+$15M
|
+8%
|
10.3%
|
61.4%
|
121
|
5.79%
|
|
|
5770
|
Heritage Family Offices
Scottsdale,
Arizona
|
$198M
|
+$2.24M
|
+1%
|
6.83%
|
–
|
181
|
2.21%
|
|
|
5771
|
Woodward Diversified Capital
Bakersfield,
California
|
$198M
|
+$56.4M
|
+40%
|
11.4%
|
107%
|
180
|
28.89%
|
|
|
5772
|
Copperleaf Capital
Raleigh,
North Carolina
|
$198M
|
+$30.4M
|
+18%
|
14.3%
|
102%
|
116
|
10.34%
|
|
|
5773
|
Tandem Capital Management
Woodcliff Lake,
New Jersey
|
$198M
|
+$18.7M
|
+10%
|
16.4%
|
83.8%
|
119
|
10.92%
|
|
|
5774
|
Darrow Company
Needham,
Massachusetts
|
$198M
|
+$18.2M
|
+10%
|
7.02%
|
41.1%
|
52
|
3.85%
|
|
|
5775
|
Immersion
Aventura,
Florida
|
$197M
|
+$34.6M
|
+21%
|
9.81%
|
–
|
10
|
20%
|
|