|
2476
|
Morgan Stanley Institutional Investment Advisors
Greenwood Village,
Colorado
|
$946M
|
+$114M
|
+14%
|
0.59%
|
–
|
5
|
40%
|
|
|
2477
|
Sierra Capital
Miami,
Florida
|
$945M
|
+$33.4M
|
+4%
|
1.44%
|
32.4%
|
222
|
17.57%
|
|
|
2478
|
Greenland Capital Management
New York
|
$945M
|
-$56.5M
|
-6%
|
1.79%
|
210%
|
444
|
54.73%
|
|
|
2479
|
NTV Asset Management
Charleston,
West Virginia
|
$944M
|
+$27M
|
+3%
|
3.84%
|
97.8%
|
327
|
10.4%
|
|
|
2480
|
Institute for Wealth Management
Denver,
Colorado
|
$944M
|
-$16.3M
|
-2%
|
2.8%
|
137%
|
593
|
14.17%
|
|
|
2481
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$943M
|
+$41.8M
|
+5%
|
2.47%
|
45%
|
201
|
8.96%
|
|
|
2482
|
Middleton & Co
Boston,
Massachusetts
|
$942M
|
+$16.6M
|
+2%
|
4.01%
|
69.7%
|
168
|
4.17%
|
|
|
2483
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$940M
|
+$20.4M
|
+2%
|
2.21%
|
67.4%
|
390
|
12.05%
|
|
|
2484
|
Cooper Financial Group
Irvine,
California
|
$940M
|
+$36.4M
|
+4%
|
2.57%
|
78.6%
|
411
|
13.87%
|
|
|
2485
|
Harvey Investment Company
Louisville,
Kentucky
|
$939M
|
+$2.05M
|
+0.2%
|
1.56%
|
48.4%
|
102
|
4.9%
|
|
|
2486
|
GFI Investment Counsel
Toronto,
Ontario, Canada
|
$938M
|
-$22.9M
|
-2%
|
0.29%
|
41.8%
|
32
|
25%
|
|
|
2487
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$936M
|
+$53.2M
|
+6%
|
7.56%
|
184%
|
126
|
8.73%
|
|
|
2488
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$936M
|
-$19.2M
|
-2%
|
0.21%
|
66.7%
|
192
|
5.21%
|
|
|
2489
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$935M
|
+$223M
|
+31%
|
7.22%
|
90.8%
|
131
|
12.98%
|
|
|
2490
|
Gryphon Financial Partners
Columbus,
Ohio
|
$935M
|
+$57.6M
|
+7%
|
3.93%
|
93.7%
|
352
|
13.92%
|
|
|
2491
|
Redwood Capital Management
New York
|
$934M
|
-$98M
|
-9%
|
13.3%
|
313%
|
17
|
0%
|
|
|
2492
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$934M
|
+$48.2M
|
+5%
|
16.1%
|
119%
|
167
|
41.32%
|
|
|
2493
|
Biglari Capital Corp
San Antonio,
Texas
|
$933M
|
+$19.4M
|
+2%
|
2.22%
|
72.7%
|
12
|
0%
|
|
|
2494
|
Massar Capital Management
Stamford,
Connecticut
|
$932M
|
+$172M
|
+23%
|
6.77%
|
–
|
388
|
73.45%
|
|
|
2495
|
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
$932M
|
+$39.4M
|
+4%
|
2.76%
|
209%
|
91
|
70.33%
|
|
|
2496
|
Portland Global Advisors
Portland,
Maine
|
$932M
|
+$36.1M
|
+4%
|
1.2%
|
43.4%
|
155
|
9.03%
|
|
|
2497
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$931M
|
+$121M
|
+15%
|
1.82%
|
–
|
295
|
16.95%
|
|
|
2498
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
$930M
|
+$42.2M
|
+5%
|
5.88%
|
121%
|
73
|
6.85%
|
|
|
2499
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$929M
|
+$146M
|
+19%
|
17.1%
|
104%
|
302
|
9.27%
|
|
|
2500
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$929M
|
+$32.3M
|
+4%
|
3.31%
|
–
|
268
|
9.7%
|
|