|
3401
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$231M
|
+$30.9M
|
+15%
|
19.9%
|
53.8%
|
265
|
7.17%
|
|
|
3402
|
Liberty Capital Management
Birmingham,
Michigan
|
$231M
|
+$39.1M
|
+20%
|
21.8%
|
–
|
119
|
12.61%
|
|
|
3403
|
Bayview Asset Management
Coral Gables,
Florida
|
$230M
|
+$11.3M
|
+5%
|
25.8%
|
55.4%
|
14
|
28.57%
|
|
|
3404
|
Elephas Investment Management
Hong Kong
|
$230M
|
+$145M
|
+170%
|
88%
|
422%
|
25
|
76%
|
|
|
3405
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$230M
|
+$32.2M
|
+16%
|
17.6%
|
57.3%
|
205
|
16.1%
|
|
|
3406
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$230M
|
+$33.5M
|
+17%
|
16.6%
|
12.8%
|
114
|
7.02%
|
|
|
3407
|
Richard P. Slaughter Associates
Austin,
Texas
|
$230M
|
+$39.2M
|
+21%
|
17.8%
|
51%
|
103
|
15.53%
|
|
|
3408
|
Austin Private Wealth
Austin,
Texas
|
$230M
|
+$64.3M
|
+39%
|
18%
|
62.3%
|
98
|
32.65%
|
|
|
3409
|
Bank of Stockton
Stockton,
California
|
$230M
|
+$47.3M
|
+26%
|
19.9%
|
92.3%
|
123
|
22.76%
|
|
|
3410
|
D'Orazio & Associates
Falls Church,
Virginia
|
$230M
|
+$25.7M
|
+13%
|
14.2%
|
61.2%
|
383
|
19.06%
|
|
|
3411
|
|
$230M
|
+$24.1M
|
+12%
|
34.2%
|
157%
|
30
|
10%
|
|
|
3412
|
Chandler Asset Management
San Diego,
California
|
$230M
|
+$38.8M
|
+20%
|
17%
|
35.6%
|
17
|
0%
|
|
|
3413
|
Iowa State Bank
Urbandale,
Iowa
|
$230M
|
+$17.1M
|
+8%
|
18.1%
|
76%
|
127
|
18.11%
|
|
|
3414
|
Cota Capital Management
San Francisco,
California
|
$229M
|
+$67.4M
|
+42%
|
69.7%
|
46%
|
13
|
15.38%
|
|
|
3415
|
Pineno Levin & Ford Asset Management
Richmond,
Virginia
|
$229M
|
+$27.1M
|
+13%
|
15.5%
|
81.6%
|
99
|
13.13%
|
|
|
3416
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$229M
|
+$45.2M
|
+25%
|
27.7%
|
106%
|
31
|
32.26%
|
|
|
3417
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$229M
|
+$49.3M
|
+27%
|
29.6%
|
126%
|
36
|
11.11%
|
|
|
3418
|
|
$229M
|
+$35.5M
|
+18%
|
16.5%
|
41.4%
|
47
|
4.26%
|
|
|
3419
|
Tolleson Wealth Management
Dallas,
Texas
|
$229M
|
-$375K
|
-0.2%
|
17.4%
|
56.2%
|
70
|
18.57%
|
|
|
3420
|
Wellington Shields & Co
New York
|
$228M
|
+$46.8M
|
+26%
|
28.9%
|
109%
|
187
|
19.25%
|
|
|
3421
|
First Reserve GP XI
Stamford,
Connecticut
|
$228M
|
+$154M
|
+210%
|
210%
|
26.4%
|
1
|
0%
|
|
|
3422
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$228M
|
+$37.7M
|
+20%
|
12.7%
|
55.1%
|
106
|
24.53%
|
|
|
3423
|
Stewardship Financial Advisors
Stockbridge,
Georgia
|
$228M
|
+$31.3M
|
+16%
|
16.7%
|
39.1%
|
82
|
29.27%
|
|
|
3424
|
HMS Capital Management
Nashville,
Tennessee
|
$227M
|
+$125M
|
+121%
|
26%
|
130%
|
161
|
54.66%
|
|
|
3425
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
$227M
|
+$23.3M
|
+11%
|
19.7%
|
125%
|
221
|
17.19%
|
|