|
2976
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$709M
|
+$27.3M
|
+4%
|
6.56%
|
115%
|
176
|
12.5%
|
|
|
2977
|
Human Investing
Lake Oswego,
Oregon
|
$708M
|
+$31.3M
|
+5%
|
2.08%
|
52%
|
99
|
12.12%
|
|
|
2978
|
Fiduciary Financial Group
San Rafael,
California
|
$708M
|
+$75M
|
+12%
|
3.06%
|
–
|
350
|
14%
|
|
|
2979
|
Tobias Financial Advisors
Plantation,
Florida
|
$708M
|
+$49.6M
|
+8%
|
1.82%
|
44.5%
|
153
|
18.3%
|
|
|
2980
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$708M
|
+$16.4M
|
+2%
|
1.83%
|
68.3%
|
375
|
59.2%
|
|
|
2981
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$707M
|
-$3.77M
|
-0.5%
|
1.33%
|
–
|
421
|
64.85%
|
|
|
2982
|
Summit Asset Management
Memphis,
Tennessee
|
$707M
|
+$56.4M
|
+9%
|
1.8%
|
48.9%
|
180
|
10.56%
|
|
|
2983
|
SR One Capital Management
Wayne,
Pennsylvania
|
$706M
|
+$15M
|
+2%
|
15.6%
|
656%
|
13
|
7.69%
|
|
|
2984
|
Parker Investment Management
Menlo Park,
California
|
$706M
|
-$131M
|
-16%
|
8.93%
|
208%
|
44
|
6.82%
|
|
|
2985
|
Artia Global Partners
Miami,
Florida
|
$706M
|
+$74.9M
|
+12%
|
30.5%
|
725%
|
75
|
58.67%
|
|
|
2986
|
Enclave Advisors
Austin,
Texas
|
$706M
|
+$51M
|
+8%
|
2.38%
|
–
|
137
|
21.17%
|
|
|
2987
|
Canal Capital Management
Richmond,
Virginia
|
$705M
|
+$38.8M
|
+6%
|
2.49%
|
67.8%
|
200
|
13%
|
|
|
2988
|
GCM Grosvenor Holdings
Chicago,
Illinois
|
$705M
|
+$46.9M
|
+7%
|
7.25%
|
78.7%
|
25
|
24%
|
|
|
2989
|
SKBA Capital Management
San Francisco,
California
|
$704M
|
-$19M
|
-3%
|
0.13%
|
53.9%
|
84
|
8.33%
|
|
|
2990
|
Front Street Capital Management
Missoula,
Montana
|
$704M
|
+$56.2M
|
+9%
|
15.6%
|
316%
|
78
|
14.1%
|
|
|
2991
|
Affinity Wealth Management
Wilmington,
Delaware
|
$703M
|
+$20.2M
|
+3%
|
3.58%
|
116%
|
115
|
13.04%
|
|
|
2992
|
Polymer Capital Management (HK)
Hong Kong
|
$703M
|
-$22.3M
|
-3%
|
12.1%
|
–
|
284
|
68.66%
|
|
|
2993
|
Chatham Capital Group
Savannah,
Georgia
|
$703M
|
+$7.56M
|
+1%
|
2.82%
|
89.9%
|
202
|
4.95%
|
|
|
2994
|
CFO4Life Group
Coppell,
Texas
|
$702M
|
+$13.5M
|
+2%
|
3.15%
|
56.7%
|
252
|
10.71%
|
|
|
2995
|
Cambient Family Office
Ada,
Michigan
|
$701M
|
–
|
–
|
3.33%
|
–
|
260
|
–
|
|
|
2996
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$700M
|
+$78.6M
|
+13%
|
2.9%
|
90.7%
|
301
|
11.3%
|
|
|
2997
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$700M
|
+$35M
|
+5%
|
1.3%
|
62.9%
|
104
|
1.92%
|
|
|
2998
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$700M
|
+$25.8M
|
+4%
|
2.11%
|
46.6%
|
137
|
5.84%
|
|
|
2999
|
Dean Investment Associates
Beavercreek,
Ohio
|
$700M
|
-$13.2M
|
-2%
|
3.05%
|
63.5%
|
209
|
8.13%
|
|
|
3000
|
Intelligence Driven Advisers
Carlsbad,
California
|
$700M
|
-$21.7M
|
-3%
|
2.62%
|
58.5%
|
146
|
20.55%
|
|