|
2901
|
Liberty Wealth Management
Oakland,
California
|
$638M
|
+$115M
|
+22%
|
10.1%
|
55.5%
|
239
|
36.4%
|
|
|
2902
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$638M
|
+$81.1M
|
+15%
|
8.89%
|
61.4%
|
255
|
10.2%
|
|
|
2903
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$637M
|
+$371M
|
+139%
|
9.01%
|
66.9%
|
226
|
74.78%
|
|
|
2904
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$637M
|
+$100M
|
+19%
|
7.38%
|
56.7%
|
88
|
19.32%
|
|
|
2905
|
Dudley & Shanley
Palm Beach,
Florida
|
$637M
|
+$1.74M
|
+0.3%
|
6.84%
|
57%
|
36
|
0%
|
|
|
2906
|
Physician Wealth Advisors
Midvale,
Utah
|
$637M
|
+$55.9M
|
+10%
|
10.1%
|
71.3%
|
2,017
|
39.61%
|
|
|
2907
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$636M
|
+$70.3M
|
+12%
|
8.8%
|
63.8%
|
195
|
9.23%
|
|
|
2908
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$636M
|
+$52.6M
|
+9%
|
9.75%
|
48.2%
|
193
|
37.31%
|
|
|
2909
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$635M
|
+$60.6M
|
+11%
|
6.28%
|
78%
|
245
|
13.06%
|
|
|
2910
|
Crews Bank & Trust
Wauchula,
Florida
|
$635M
|
+$49M
|
+8%
|
6.15%
|
–
|
641
|
8.58%
|
|
|
2911
|
Human Investing
Lake Oswego,
Oregon
|
$635M
|
+$67M
|
+12%
|
8.17%
|
52%
|
98
|
9.18%
|
|
|
2912
|
Canal Capital Management
Richmond,
Virginia
|
$634M
|
+$37M
|
+6%
|
8.48%
|
67.8%
|
198
|
23.23%
|
|
|
2913
|
Algebris (UK)
London,
United Kingdom
|
$634M
|
+$84.3M
|
+15%
|
5.67%
|
19.5%
|
51
|
33.33%
|
|
|
2914
|
Titan Global Capital Management USA
New York
|
$634M
|
+$149M
|
+31%
|
22.7%
|
163%
|
62
|
11.29%
|
|
|
2915
|
LexAurum Advisors
Overland Park,
Kansas
|
$633M
|
+$112M
|
+21%
|
7.2%
|
–
|
376
|
11.97%
|
|
|
2916
|
Cannon Financial Strategists
Athens,
Georgia
|
$633M
|
+$50.6M
|
+9%
|
7.82%
|
41.8%
|
106
|
15.09%
|
|
|
2917
|
Bayesian Capital Management
Brooklyn,
New York
|
$633M
|
+$28.6M
|
+5%
|
18.4%
|
113%
|
930
|
84.41%
|
|
|
2918
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$633M
|
+$45.8M
|
+8%
|
6.93%
|
61.4%
|
163
|
16.56%
|
|
|
2919
|
Meridian Wealth Advisors
Austin,
Texas
|
$632M
|
+$43.4M
|
+7%
|
6.88%
|
68.8%
|
183
|
8.74%
|
|
|
2920
|
|
$632M
|
+$84.8M
|
+15%
|
22%
|
215%
|
39
|
64.1%
|
|
|
2921
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$632M
|
+$49.3M
|
+8%
|
11.4%
|
115%
|
170
|
12.94%
|
|
|
2922
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$632M
|
+$51.8M
|
+9%
|
6.66%
|
36.2%
|
47
|
2.13%
|
|
|
2923
|
Rubicon Global Capital
London,
United Kingdom
|
$632M
|
+$339M
|
+115%
|
27.5%
|
–
|
10
|
0%
|
|
|
2924
|
Capital Advantage
Walnut Creek,
California
|
$631M
|
+$82.6M
|
+15%
|
6.31%
|
44.4%
|
145
|
11.03%
|
|
|
2925
|
Adams Natural Resources Fund
Baltimore,
Maryland
|
$631M
|
-$48.7M
|
-7%
|
5.64%
|
43%
|
57
|
14.04%
|
|