|
2676
|
BSW Wealth Partners
Boulder,
Colorado
|
$833M
|
+$30.5M
|
+4%
|
3.18%
|
75.4%
|
343
|
11.66%
|
|
|
2677
|
Brookwood Investment Group
Phoenix,
Arizona
|
$833M
|
+$58.5M
|
+8%
|
3.01%
|
–
|
578
|
29.24%
|
|
|
2678
|
Sloy Dahl & Holst
Vancouver,
Washington
|
$833M
|
-$111M
|
-12%
|
3.17%
|
109%
|
122
|
10.66%
|
|
|
2679
|
Occidental Asset Management
Burlingame,
California
|
$832M
|
+$35.6M
|
+4%
|
3.27%
|
82.5%
|
318
|
20.75%
|
|
|
2680
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$832M
|
+$37.5M
|
+5%
|
3.23%
|
80.8%
|
524
|
12.21%
|
|
|
2681
|
Warberg Asset Management
Winnetka,
Illinois
|
$831M
|
+$204M
|
+33%
|
0.69%
|
65.3%
|
241
|
48.13%
|
|
|
2682
|
Alta Park Capital
San Francisco,
California
|
$831M
|
-$314M
|
-27%
|
16%
|
1,071%
|
50
|
52%
|
|
|
2683
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$831M
|
+$19M
|
+2%
|
3.28%
|
89.2%
|
270
|
11.48%
|
|
|
2684
|
McMillan Office
St. Clair Shores,
Michigan
|
$831M
|
–
|
–
|
8.09%
|
–
|
490
|
–
|
|
|
2685
|
Titan Investment Solutions
London,
|
$831M
|
–
|
–
|
4.42%
|
–
|
57
|
–
|
|
|
2686
|
Wallace Capital Management
Dallas,
Texas
|
$830M
|
+$25.8M
|
+3%
|
5.68%
|
62.3%
|
81
|
12.35%
|
|
|
2687
|
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
$830M
|
-$416M
|
-33%
|
9.59%
|
45.5%
|
42
|
7.14%
|
|
|
2688
|
Trustees of Columbia University in the City of New York
New York
|
$830M
|
+$174M
|
+27%
|
2.35%
|
–
|
10
|
80%
|
|
|
2689
|
King Wealth Management Group
Naples,
Florida
|
$830M
|
+$33.8M
|
+4%
|
2.42%
|
86%
|
174
|
13.22%
|
|
|
2690
|
Numerai
San Francisco,
California
|
$830M
|
+$121M
|
+17%
|
0.15%
|
52.7%
|
788
|
53.55%
|
|
|
2691
|
Vision Capital Management
Portland,
Oregon
|
$830M
|
+$18.9M
|
+2%
|
3.73%
|
67.4%
|
150
|
5.33%
|
|
|
2692
|
Pine Grove Financial Group
Woodbury,
Minnesota
|
$829M
|
–
|
–
|
1.64%
|
–
|
192
|
–
|
|
|
2693
|
Managed Asset Portfolios
Rochester,
Michigan
|
$828M
|
+$20.4M
|
+3%
|
5.04%
|
99.2%
|
65
|
26.15%
|
|
|
2694
|
Oak Root LLC
Santa Barbara,
California
|
$827M
|
-$36.3M
|
-4%
|
2.92%
|
–
|
11
|
0%
|
|
|
2695
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$827M
|
+$28.6M
|
+4%
|
7.61%
|
83.4%
|
90
|
6.67%
|
|
|
2696
|
FORA Capital
Miami,
Florida
|
$827M
|
+$261M
|
+46%
|
4.23%
|
162%
|
687
|
73.8%
|
|
|
2697
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$827M
|
+$30M
|
+4%
|
3.12%
|
68.7%
|
441
|
13.61%
|
|
|
2698
|
Capricorn Investment Group
Palo Alto,
California
|
$826M
|
-$14.4M
|
-2%
|
2.03%
|
95.9%
|
7
|
28.57%
|
|
|
2699
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$826M
|
+$1.16M
|
+0.1%
|
3.53%
|
85.2%
|
150
|
8.67%
|
|
|
2700
|
|
$825M
|
-$31.7M
|
-4%
|
12.8%
|
–
|
15
|
0%
|
|