|
2401
|
Oracle Investment Management
Greenwich,
Connecticut
|
$704M
|
-$99.5M
|
-12%
|
2.21%
|
865%
|
52
|
61.54%
|
|
|
2402
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$703M
|
+$70M
|
+11%
|
6.82%
|
45%
|
794
|
12.22%
|
|
|
2403
|
|
$703M
|
+$35.1M
|
+5%
|
22.4%
|
81.3%
|
24
|
54.17%
|
|
|
2404
|
Strategic Advisors
New York
|
$703M
|
+$239M
|
+51%
|
10.7%
|
87.3%
|
202
|
13.37%
|
|
|
2405
|
Edenbrook Capital
Mt. Kisco,
New York
|
$703M
|
-$280M
|
-28%
|
15.8%
|
249%
|
26
|
23.08%
|
|
|
2406
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$703M
|
+$15.5M
|
+2%
|
6.61%
|
84%
|
277
|
15.16%
|
|
|
2407
|
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
|
$702M
|
+$68M
|
+11%
|
10.7%
|
79.2%
|
5
|
0%
|
|
|
2408
|
Insight Wealth Strategies
San Ramon,
California
|
$702M
|
-$9.16M
|
-1%
|
5.57%
|
79.5%
|
195
|
26.67%
|
|
|
2409
|
Advantage Alpha Capital Partners
San Francisco,
California
|
$702M
|
+$153M
|
+28%
|
4.32%
|
79.2%
|
145
|
19.31%
|
|
|
2410
|
TenCore Partners
New York
|
$701M
|
-$22.3M
|
-3%
|
3.46%
|
64.8%
|
16
|
6.25%
|
|
|
2411
|
Magnolia Group
Omaha,
Nebraska
|
$700M
|
-$179M
|
-20%
|
1.28%
|
8.9%
|
14
|
42.86%
|
|
|
2412
|
Verity & Verity
Beaufort,
South Carolina
|
$700M
|
+$31.6M
|
+5%
|
11%
|
76.4%
|
106
|
5.66%
|
|
|
2413
|
Crestview Partners III
New York
|
$700M
|
+$67.3M
|
+11%
|
7.43%
|
5.73%
|
2
|
0%
|
|
|
2414
|
Opus Investment Management
Worcester,
Massachusetts
|
$700M
|
+$45.6M
|
+7%
|
9.2%
|
44.3%
|
95
|
5.26%
|
|
|
2415
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$699M
|
+$117M
|
+20%
|
8.69%
|
54%
|
99
|
13.13%
|
|
|
2416
|
West Coast Financial
Santa Barbara,
California
|
$699M
|
+$77.6M
|
+12%
|
10.8%
|
22.2%
|
141
|
9.22%
|
|
|
2417
|
Royal Fund Management
Lady Lake,
Florida
|
$698M
|
+$11.3M
|
+2%
|
9%
|
92.4%
|
203
|
14.78%
|
|
|
2418
|
Teton Advisors
Rye,
New York
|
$697M
|
+$7.59M
|
+1%
|
7.23%
|
78.4%
|
415
|
9.64%
|
|
|
2419
|
Galibier Capital Management
Toronto,
Ontario, Canada
|
$697M
|
-$33M
|
-5%
|
7.17%
|
66.8%
|
46
|
17.39%
|
|
|
2420
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$697M
|
+$91.1M
|
+15%
|
11.3%
|
75.9%
|
48
|
18.75%
|
|
|
2421
|
C2C Wealth Management
Scottsdale,
Arizona
|
$696M
|
–
|
–
|
20.4%
|
63.2%
|
226
|
–
|
|
|
2422
|
Violich Capital Management
San Francisco,
California
|
$696M
|
+$74.3M
|
+12%
|
12.6%
|
100%
|
123
|
7.32%
|
|
|
2423
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$696M
|
+$91.7M
|
+15%
|
7.89%
|
53.5%
|
879
|
74.06%
|
|
|
2424
|
Spectrum Management Group
Indianapolis,
Indiana
|
$695M
|
+$60.5M
|
+10%
|
11.3%
|
44%
|
436
|
36.93%
|
|
|
2425
|
St. James Investment Company
Southlake,
Texas
|
$694M
|
+$10.3M
|
+2%
|
7.58%
|
47.7%
|
37
|
13.51%
|
|