|
2726
|
Capital Planning Advisors
Roseville,
California
|
$648M
|
-$14.8M
|
-2%
|
0.49%
|
64.2%
|
148
|
13.51%
|
|
|
2727
|
McMorgan & Co
San Francisco,
California
|
$647M
|
-$2.8M
|
-0.4%
|
1.59%
|
22.5%
|
60
|
10%
|
|
|
2728
|
Adventist Health System West
Roseville,
California
|
$647M
|
-$3.68M
|
-0.6%
|
0.34%
|
49%
|
8
|
12.5%
|
|
|
2729
|
Palo Alto Investors
Palo Alto,
California
|
$645M
|
-$124M
|
-16%
|
0.2%
|
127%
|
47
|
12.77%
|
|
|
2730
|
Auxier Asset Management
Aurora,
Oregon
|
$645M
|
-$31.4M
|
-5%
|
1.85%
|
58.4%
|
177
|
5.08%
|
|
|
2731
|
H. Partners Management
New York
|
$645M
|
-$49.2M
|
-7%
|
2.29%
|
30.8%
|
2
|
0%
|
|
|
2732
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$643M
|
-$23.4M
|
-4%
|
2.38%
|
30.7%
|
113
|
43.36%
|
|
|
2733
|
Permian Investment Partners
Dallas,
Texas
|
$643M
|
-$80.8M
|
-11%
|
4.67%
|
81.9%
|
15
|
40%
|
|
|
2734
|
Viking Fund Management
Minot,
North Dakota
|
$642M
|
+$26.8M
|
+4%
|
1.16%
|
104%
|
141
|
13.48%
|
|
|
2735
|
Total Wealth Planning
Cincinnati,
Ohio
|
$642M
|
+$1.24M
|
+0.2%
|
2.24%
|
37.2%
|
95
|
7.37%
|
|
|
2736
|
Parker Investment Management
Menlo Park,
California
|
$642M
|
+$11.2M
|
+2%
|
7.72%
|
173%
|
35
|
11.43%
|
|
|
2737
|
Primavera Capital Management
George Town,
Cayman Islands
|
$642M
|
+$50.2M
|
+8%
|
11.3%
|
23.8%
|
3
|
0%
|
|
|
2738
|
Makaira Partners
La Jolla,
California
|
$641M
|
-$137M
|
-18%
|
0.76%
|
22%
|
12
|
0%
|
|
|
2739
|
Occidental Asset Management
Burlingame,
California
|
$641M
|
+$20.9M
|
+3%
|
1.26%
|
65.6%
|
232
|
10.78%
|
|
|
2740
|
Strid Group
Newtown Square,
Pennsylvania
|
$641M
|
-$17M
|
-3%
|
1.48%
|
50.4%
|
66
|
19.7%
|
|
|
2741
|
Power Corp of Canada
Montreal, Quebec,
Canada
|
$640M
|
-$63M
|
-9%
|
0.69%
|
14.3%
|
3
|
66.67%
|
|
|
2742
|
Rollins Financial Advisors
New York City,
New York
|
$640M
|
+$37.7M
|
+6%
|
8.2%
|
–
|
144
|
9.03%
|
|
|
2743
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$640M
|
+$12.3M
|
+2%
|
1.19%
|
63.3%
|
779
|
16.05%
|
|
|
2744
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$640M
|
-$4.16M
|
-0.6%
|
1.95%
|
42.9%
|
77
|
6.49%
|
|
|
2745
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$639M
|
+$9.81M
|
+2%
|
0.15%
|
80.8%
|
464
|
11.42%
|
|
|
2746
|
Brio Consultants
San Francisco,
California
|
$639M
|
+$10.5M
|
+2%
|
1.28%
|
35.6%
|
119
|
14.29%
|
|
|
2747
|
Soros Capital Management
New York
|
$639M
|
+$224M
|
+54%
|
18.6%
|
422%
|
77
|
49.35%
|
|
|
2748
|
Stockman Wealth Management
Billings,
Montana
|
$639M
|
-$4.74M
|
-0.7%
|
1.02%
|
61.9%
|
187
|
14.44%
|
|
|
2749
|
180 Wealth Advisors
Federal Way,
Washington
|
$638M
|
+$3.03M
|
+0.5%
|
4.15%
|
136%
|
469
|
12.37%
|
|
|
2750
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$638M
|
+$63.4M
|
+11%
|
0.25%
|
42.9%
|
217
|
19.35%
|
|