|
3001
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$296M
|
+$67.9M
|
+30%
|
6.58%
|
47%
|
80
|
3.75%
|
|
|
3002
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$296M
|
+$31.1M
|
+12%
|
8.54%
|
67.7%
|
168
|
7.74%
|
|
|
3003
|
Founders Financial Securities
Towson,
Maryland
|
$296M
|
-$17.8M
|
-6%
|
5.96%
|
52.3%
|
155
|
38.06%
|
|
|
3004
|
Community Bank of Raymore
Raymore,
Missouri
|
$296M
|
+$9.8M
|
+3%
|
3.68%
|
89.6%
|
56
|
1.79%
|
|
|
3005
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$296M
|
+$23.4M
|
+9%
|
7.4%
|
26.4%
|
165
|
44.24%
|
|
|
3006
|
The Family Firm
Bethesda,
Maryland
|
$295M
|
+$13.9M
|
+5%
|
5.57%
|
40.2%
|
158
|
18.35%
|
|
|
3007
|
Crestone Asset Management
Boulder,
Colorado
|
$295M
|
+$32.7M
|
+12%
|
8.28%
|
6.65%
|
53
|
7.55%
|
|
|
3008
|
MMCAP International
Grand Cayman,
Cayman Islands
|
$295M
|
–
|
–
|
3.84%
|
191%
|
36
|
–
|
|
|
3009
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$295M
|
-$48.1M
|
-14%
|
6.15%
|
46.6%
|
44
|
6.82%
|
|
|
3010
|
Northside Capital Management
Hood River,
Oregon
|
$295M
|
+$11.9M
|
+4%
|
6.36%
|
94.8%
|
100
|
12%
|
|
|
3011
|
August Capital Management V
San Francisco,
California
|
$294M
|
–
|
–
|
7.18%
|
–
|
1
|
–
|
|
|
3012
|
Marathon Capital Management
Hunt Valley,
Maryland
|
$294M
|
+$46.1M
|
+19%
|
9.25%
|
70.9%
|
154
|
34.42%
|
|
|
3013
|
Stonehill Capital Management
New York
|
$294M
|
-$73.8M
|
-20%
|
15.1%
|
145%
|
20
|
40%
|
|
|
3014
|
Cypress Asset Management
Houston,
Texas
|
$294M
|
+$5.07M
|
+2%
|
9.95%
|
114%
|
143
|
11.89%
|
|
|
3015
|
HughesLittle Investment Management
Vancouver,
|
$294M
|
+$24.3M
|
+9%
|
9.96%
|
91.2%
|
16
|
6.25%
|
|
|
3016
|
Continental Grain Company
New York
|
$294M
|
-$75M
|
-20%
|
0.65%
|
5.22%
|
6
|
16.67%
|
|
|
3017
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$294M
|
+$42.8M
|
+17%
|
5.87%
|
33.6%
|
92
|
22.83%
|
|
|
3018
|
BSW Wealth Partners
Boulder,
Colorado
|
$294M
|
+$33.6M
|
+13%
|
7.23%
|
75.4%
|
166
|
37.35%
|
|
|
3019
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$293M
|
+$11.9M
|
+4%
|
5%
|
39.9%
|
51
|
13.73%
|
|
|
3020
|
GFI Investment Counsel
Toronto,
Ontario, Canada
|
$293M
|
+$37.5M
|
+15%
|
14.5%
|
46.9%
|
13
|
15.38%
|
|
|
3021
|
Krensavage Asset Management
New York
|
$293M
|
+$32.6M
|
+13%
|
12%
|
113%
|
14
|
42.86%
|
|
|
3022
|
Running Oak Capital
Edina,
Minnesota
|
$293M
|
–
|
–
|
7.37%
|
36.5%
|
64
|
–
|
|
|
3023
|
Winmill & Co
Rochester,
New York
|
$292M
|
+$57M
|
+24%
|
10%
|
106%
|
122
|
18.03%
|
|
|
3024
|
Amarillo National Bank
Amarillo,
Texas
|
$292M
|
+$29M
|
+11%
|
7.09%
|
56.3%
|
94
|
6.38%
|
|
|
3025
|
MIC Capital Partners (Public) (US) IM
Al Maryah Island Abu Dhabi,
United Arab Emirates
|
$292M
|
–
|
–
|
10.4%
|
–
|
18
|
–
|
|