|
2701
|
Independence Advisors
Wayne,
Pennsylvania
|
$313M
|
+$9.69M
|
+3%
|
1.52%
|
24.4%
|
81
|
7.41%
|
|
|
2702
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$313M
|
+$24.3M
|
+8%
|
0.6%
|
44.3%
|
54
|
18.52%
|
|
|
2703
|
Montecito Bank & Trust
Santa Barbara,
California
|
$312M
|
+$6.85M
|
+2%
|
1.81%
|
–
|
204
|
14.22%
|
|
|
2704
|
Rockshelter Capital Management
Canonsburg,
Pennsylvania
|
$312M
|
+$4.33M
|
+1%
|
2.56%
|
31.2%
|
37
|
5.41%
|
|
|
2705
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$311M
|
+$721K
|
+0.2%
|
0.35%
|
24.7%
|
639
|
29.26%
|
|
|
2706
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$311M
|
+$4.75M
|
+2%
|
3.92%
|
57.4%
|
441
|
64.4%
|
|
|
2707
|
Harbor Advisors
West Palm Beach,
Florida
|
$311M
|
+$13.6M
|
+5%
|
4.87%
|
125%
|
184
|
13.59%
|
|
|
2708
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$310M
|
+$8.88M
|
+3%
|
2.96%
|
82.5%
|
142
|
25.35%
|
|
|
2709
|
NextCapital Advisers
Chicago,
Illinois
|
$310M
|
+$119M
|
+63%
|
1.25%
|
6.89%
|
15
|
0%
|
|
|
2710
|
Value Holdings Management Company
Hampton Bays,
New York
|
$310M
|
+$8.95M
|
+3%
|
3.88%
|
125%
|
35
|
17.14%
|
|
|
2711
|
Wealth Architects
Mountain View,
California
|
$309M
|
+$6.99M
|
+2%
|
3.66%
|
80.1%
|
133
|
6.77%
|
|
|
2712
|
Divisar Capital Management
San Francisco,
California
|
$309M
|
+$15.7M
|
+5%
|
8.57%
|
194%
|
30
|
13.33%
|
|
|
2713
|
Raytheon Master Pension Trust
Waltham,
Massachusetts
|
$308M
|
+$7.1M
|
+2%
|
2.44%
|
36.3%
|
5
|
0%
|
|
|
2714
|
RWWM Inc
Rocklin,
California
|
$308M
|
+$15M
|
+5%
|
0.78%
|
40.6%
|
12
|
8.33%
|
|
|
2715
|
Veritas Investment Management (UK)
London,
United Kingdom
|
$308M
|
+$13.2M
|
+4%
|
3.86%
|
151%
|
40
|
12.5%
|
|
|
2716
|
Accipiter Capital Management
Palm Beach Gardens,
Florida
|
$308M
|
+$260M
|
+550%
|
8.64%
|
55.9%
|
9
|
66.67%
|
|
|
2717
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$307M
|
-$15.8M
|
-5%
|
0.37%
|
78.9%
|
135
|
8.15%
|
|
|
2718
|
Paragon Capital Management (Kansas)
Overland Park,
Kansas
|
$307M
|
+$29.4M
|
+11%
|
3.02%
|
87.5%
|
66
|
3.03%
|
|
|
2719
|
America First Investment Advisors
Omaha,
Nebraska
|
$307M
|
+$36.9M
|
+14%
|
3.84%
|
78.2%
|
106
|
7.55%
|
|
|
2720
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$307M
|
-$13.2M
|
-4%
|
3.51%
|
106%
|
19
|
15.79%
|
|
|
2721
|
GVO Asset Management
Zug,
Switzerland
|
$307M
|
-$98.3M
|
-24%
|
8.89%
|
71.2%
|
28
|
42.86%
|
|
|
2722
|
Arrow Investment Advisors
Laurel,
Maryland
|
$306M
|
-$34.1M
|
-10%
|
3.78%
|
36.3%
|
102
|
51.96%
|
|
|
2723
|
JS Capital Management
New York
|
$306M
|
+$30.6M
|
+11%
|
10.9%
|
52.4%
|
31
|
35.48%
|
|
|
2724
|
Greenline Partners
New York
|
$305M
|
+$4.24M
|
+1%
|
2.82%
|
69.6%
|
68
|
11.76%
|
|
|
2725
|
HCR Wealth Advisors
Los Angeles,
California
|
$305M
|
+$16.4M
|
+6%
|
3.1%
|
91%
|
177
|
8.47%
|
|