|
4451
|
Union Heritage Capital
Bloomfield Hills,
Michigan
|
$308M
|
+$21.2M
|
+7%
|
|
|
64
|
|
|
|
4452
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$308M
|
+$223K
|
+0.1%
|
|
|
214
|
|
|
|
4453
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$308M
|
+$30.1M
|
+11%
|
|
|
173
|
|
|
|
4454
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$308M
|
+$54M
|
+21%
|
|
|
15
|
|
|
|
4455
|
First United Bank & Trust
Oakland,
Maryland
|
$308M
|
+$21.2M
|
+7%
|
|
|
429
|
|
|
|
4456
|
Omnia Family Wealth
Aventura,
Florida
|
$308M
|
+$32M
|
+12%
|
|
|
109
|
|
|
|
4457
|
NIA Impact Advisors
Berkeley,
California
|
$308M
|
+$18.4M
|
+6%
|
|
|
103
|
|
|
|
4458
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$307M
|
+$8.84M
|
+3%
|
|
|
912
|
|
|
|
4459
|
Auour Investments
Woburn,
Massachusetts
|
$307M
|
+$16.3M
|
+6%
|
|
|
90
|
|
|
|
4460
|
Essex Woodlands Management
The Woodlands,
Texas
|
$307M
|
+$28M
|
+10%
|
|
|
6
|
|
|
|
4461
|
Squire Investment Management Company
Orem,
Utah
|
$307M
|
+$35.6M
|
+13%
|
|
|
69
|
|
|
|
4462
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$307M
|
+$27.8M
|
+10%
|
|
|
46
|
|
|
|
4463
|
Passive Capital Management
Baltimore,
Maryland
|
$307M
|
-$14.7M
|
-5%
|
|
|
89
|
|
|
|
4464
|
Nicollet Investment Management
Minneapolis,
Minnesota
|
$307M
|
+$8M
|
+3%
|
|
|
73
|
|
|
|
4465
|
BlackBarn Capital Partners
New York
|
$306M
|
+$4.66M
|
+2%
|
|
|
28
|
|
|
|
4466
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
$306M
|
+$22.3M
|
+8%
|
|
|
54
|
|
|
|
4467
|
Verity Asset Management
Durham,
North Carolina
|
$306M
|
+$96.9M
|
+46%
|
|
|
252
|
|
|
|
4468
|
Seneca Financial Advisors
Rochester,
New York
|
$306M
|
+$46.8M
|
+18%
|
|
|
64
|
|
|
|
4469
|
Starr Indemnity & Liability Company
New York
|
$306M
|
+$33.1M
|
+12%
|
|
|
4
|
|
|
|
4470
|
|
$306M
|
+$3.64M
|
+1%
|
|
|
117
|
|
|
|
4471
|
Transatlantique Private Wealth
New York
|
$306M
|
+$33.7M
|
+12%
|
|
|
234
|
|
|
|
4472
|
Index Venture Growth Associates IV
St. Helier,
Jersey
|
$306M
|
+$122M
|
+67%
|
|
|
2
|
|
|
|
4473
|
Silchester International Investors
London,
United Kingdom
|
$306M
|
-$160M
|
-34%
|
|
|
3
|
|
|
|
4474
|
Bell & Brown Wealth Advisors
Newport Beach,
California
|
$305M
|
+$25.8M
|
+9%
|
|
|
73
|
|
|
|
4475
|
Timonier Family Office
Winston Salem,
North Carolina
|
$305M
|
+$37.8M
|
+14%
|
|
|
58
|
|
|