|
2826
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$344M
|
+$29.5M
|
+9%
|
6.27%
|
37.3%
|
203
|
16.75%
|
|
|
2827
|
Donor Advised Charitable Giving
San Francisco,
California
|
$344M
|
+$83.7M
|
+32%
|
39.1%
|
365%
|
73
|
30.14%
|
|
|
2828
|
Independent Investors Inc
Nesconset,
New York
|
$344M
|
+$46.9M
|
+16%
|
17.7%
|
61.6%
|
73
|
10.96%
|
|
|
2829
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$343M
|
-$8.12M
|
-2%
|
3.6%
|
97.4%
|
107
|
12.15%
|
|
|
2830
|
Sycomore Asset Management
Paris,
France
|
$343M
|
+$119M
|
+53%
|
13.4%
|
151%
|
63
|
47.62%
|
|
|
2831
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$343M
|
-$19M
|
-5%
|
19.5%
|
80.4%
|
109
|
47.71%
|
|
|
2832
|
Formidable Asset Management
Cincinnati,
Ohio
|
$343M
|
+$3.97M
|
+1%
|
12.8%
|
52.2%
|
299
|
19.73%
|
|
|
2833
|
True North Advisors
Dallas,
Texas
|
$343M
|
-$73.1M
|
-18%
|
10.5%
|
86.9%
|
206
|
18.45%
|
|
|
2834
|
Cota Capital Management
San Francisco,
California
|
$343M
|
+$113M
|
+49%
|
16.6%
|
46%
|
16
|
31.25%
|
|
|
2835
|
American Research & Management Company
Marion,
Massachusetts
|
$342M
|
+$13M
|
+4%
|
6.82%
|
35.1%
|
394
|
19.54%
|
|
|
2836
|
Opus Capital Group
Cincinnati,
Ohio
|
$342M
|
+$15.6M
|
+5%
|
5.56%
|
39.5%
|
124
|
12.9%
|
|
|
2837
|
Asset Management Group
Stamford,
Connecticut
|
$342M
|
+$25.7M
|
+8%
|
6.74%
|
45%
|
118
|
6.78%
|
|
|
2838
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$342M
|
+$29.1M
|
+9%
|
8.22%
|
62.7%
|
143
|
2.8%
|
|
|
2839
|
TimeScale Financial
Danvers,
Massachusetts
|
$342M
|
+$18.5M
|
+6%
|
6.71%
|
31.3%
|
539
|
21.71%
|
|
|
2840
|
Martin & Co
Knoxville,
Tennessee
|
$342M
|
+$19.2M
|
+6%
|
8.47%
|
57.2%
|
117
|
0.85%
|
|
|
2841
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$342M
|
+$34M
|
+11%
|
9.08%
|
46.7%
|
212
|
17.92%
|
|
|
2842
|
MIC Capital Partners (Public) (US) IM
Al Maryah Island Abu Dhabi,
United Arab Emirates
|
$341M
|
+$105M
|
+44%
|
10%
|
–
|
23
|
26.09%
|
|
|
2843
|
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
$341M
|
-$260M
|
-43%
|
7.91%
|
181%
|
370
|
58.38%
|
|
|
2844
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$341M
|
+$7.46M
|
+2%
|
6.65%
|
53.3%
|
359
|
17.83%
|
|
|
2845
|
Longfellow Investment Management
Boston,
Massachusetts
|
$341M
|
+$14.2M
|
+4%
|
3.84%
|
49.9%
|
160
|
50%
|
|
|
2846
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$341M
|
+$81.7M
|
+32%
|
15.6%
|
153%
|
189
|
13.76%
|
|
|
2847
|
Matrix Trust Company
Denver,
Colorado
|
$341M
|
-$51.8M
|
-13%
|
4.68%
|
46.8%
|
32
|
28.13%
|
|
|
2848
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$340M
|
+$23M
|
+7%
|
4.45%
|
39.1%
|
41
|
9.76%
|
|
|
2849
|
Cambridge Advisors
Omaha,
Nebraska
|
$340M
|
+$20.2M
|
+6%
|
6.28%
|
52.9%
|
153
|
9.8%
|
|
|
2850
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$339M
|
+$42.9M
|
+14%
|
8.88%
|
47.2%
|
288
|
17.71%
|
|