|
2526
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$592M
|
-$29.5M
|
-5%
|
3.15%
|
75.9%
|
48
|
12.5%
|
|
|
2527
|
Ardsley Advisory Partners
Stamford,
Connecticut
|
$592M
|
+$136M
|
+30%
|
16.5%
|
555%
|
162
|
62.96%
|
|
|
2528
|
Intrua Financial
Houston,
Texas
|
$591M
|
+$110M
|
+23%
|
5.01%
|
71%
|
369
|
13.82%
|
|
|
2529
|
Teewinot Capital Advisers
New York
|
$591M
|
+$85.4M
|
+17%
|
17.6%
|
159%
|
31
|
16.13%
|
|
|
2530
|
Recurrent Investment Advisors
Houston,
Texas
|
$591M
|
+$85.1M
|
+17%
|
1.55%
|
109%
|
53
|
18.87%
|
|
|
2531
|
Atlas Venture Advisors
Boston,
Massachusetts
|
$590M
|
+$126M
|
+27%
|
28.9%
|
29.2%
|
6
|
16.67%
|
|
|
2532
|
Central Bank & Trust
Lexington,
Kentucky
|
$590M
|
+$28.1M
|
+5%
|
10%
|
110%
|
433
|
26.56%
|
|
|
2533
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$589M
|
+$39.8M
|
+7%
|
7.58%
|
67.7%
|
212
|
2.83%
|
|
|
2534
|
BFSG LLC
Irvine,
California
|
$588M
|
+$46.6M
|
+9%
|
5.48%
|
81.9%
|
220
|
17.73%
|
|
|
2535
|
RBO & Co
Saint Helena,
California
|
$588M
|
+$14.1M
|
+2%
|
2.89%
|
29.1%
|
56
|
8.93%
|
|
|
2536
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$588M
|
+$29.6M
|
+5%
|
6.39%
|
89.2%
|
213
|
6.1%
|
|
|
2537
|
Talbot Financial
Bellevue,
Washington
|
$588M
|
+$50M
|
+9%
|
10.7%
|
99.9%
|
60
|
6.67%
|
|
|
2538
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$588M
|
–
|
–
|
7.21%
|
86.6%
|
302
|
–
|
|
|
2539
|
RMR Wealth Builders
Montclair,
New Jersey
|
$588M
|
+$61.9M
|
+12%
|
7.64%
|
81.6%
|
224
|
10.71%
|
|
|
2540
|
Hartline Investment Corp
Winnetka,
Illinois
|
$587M
|
+$85.7M
|
+17%
|
15.8%
|
151%
|
120
|
15%
|
|
|
2541
|
Virtue Capital Management
Brentwood,
Tennessee
|
$586M
|
-$24.9M
|
-4%
|
4.98%
|
61.9%
|
426
|
15.96%
|
|
|
2542
|
Vision Capital Management
Portland,
Oregon
|
$586M
|
+$34.4M
|
+6%
|
6.82%
|
56.4%
|
107
|
7.48%
|
|
|
2543
|
|
$585M
|
+$43.5M
|
+8%
|
3.23%
|
–
|
745
|
68.99%
|
|
|
2544
|
Passaic Partners
Newark,
New Jersey
|
$585M
|
+$90.9M
|
+18%
|
3.77%
|
43.3%
|
11
|
45.45%
|
|
|
2545
|
LGL Partners
Philadelphia,
Pennsylvania
|
$585M
|
+$461K
|
+0.1%
|
6%
|
68.9%
|
105
|
11.43%
|
|
|
2546
|
Allen Capital Group
Grand Island,
Nebraska
|
$585M
|
+$34M
|
+6%
|
4.16%
|
56.9%
|
185
|
11.35%
|
|
|
2547
|
Bell Asset Management
Melbourne,
Australia
|
$585M
|
+$37.4M
|
+7%
|
4.5%
|
29.1%
|
65
|
12.31%
|
|
|
2548
|
Steel Partners Holdings
New York
|
$584M
|
+$33.3M
|
+6%
|
4.21%
|
–
|
6
|
16.67%
|
|
|
2549
|
Flaharty Asset Management
Clearwater,
Florida
|
$584M
|
+$23.6M
|
+4%
|
2.63%
|
33.4%
|
117
|
11.97%
|
|
|
2550
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$584M
|
+$14.1M
|
+2%
|
4.49%
|
47.5%
|
444
|
13.74%
|
|