|
2701
|
Capital Planning Advisors
Roseville,
California
|
$648M
|
-$14.8M
|
-2%
|
|
|
148
|
|
|
|
2702
|
McMorgan & Co
San Francisco,
California
|
$647M
|
-$2.8M
|
-0.4%
|
|
|
60
|
|
|
|
2703
|
Adventist Health System West
Roseville,
California
|
$647M
|
-$3.68M
|
-0.6%
|
|
|
8
|
|
|
|
2704
|
Palo Alto Investors
Palo Alto,
California
|
$645M
|
-$124M
|
-16%
|
|
|
47
|
|
|
|
2705
|
Auxier Asset Management
Aurora,
Oregon
|
$645M
|
-$31.4M
|
-5%
|
|
|
177
|
|
|
|
2706
|
H. Partners Management
New York
|
$645M
|
-$49.2M
|
-7%
|
|
|
2
|
|
|
|
2707
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$643M
|
-$23.4M
|
-4%
|
|
|
113
|
|
|
|
2708
|
Viking Fund Management
Minot,
North Dakota
|
$642M
|
+$26.8M
|
+4%
|
|
|
141
|
|
|
|
2709
|
Total Wealth Planning
Cincinnati,
Ohio
|
$642M
|
+$1.24M
|
+0.2%
|
|
|
95
|
|
|
|
2710
|
Parker Investment Management
Menlo Park,
California
|
$642M
|
+$23.2M
|
+4%
|
|
|
33
|
|
|
|
2711
|
Primavera Capital Management
George Town,
Cayman Islands
|
$642M
|
+$50.2M
|
+8%
|
|
|
3
|
|
|
|
2712
|
Makaira Partners
La Jolla,
California
|
$641M
|
-$137M
|
-18%
|
|
|
12
|
|
|
|
2713
|
Occidental Asset Management
Burlingame,
California
|
$641M
|
+$20.9M
|
+3%
|
|
|
227
|
|
|
|
2714
|
Strid Group
Newtown Square,
Pennsylvania
|
$641M
|
-$17M
|
-3%
|
|
|
66
|
|
|
|
2715
|
Power Corp of Canada
Montreal, Quebec,
Canada
|
$640M
|
-$63M
|
-9%
|
|
|
3
|
|
|
|
2716
|
Rollins Financial Advisors
New York City,
New York
|
$640M
|
+$37.7M
|
+6%
|
|
|
144
|
|
|
|
2717
|
Affinity Asset Advisors
New York
|
$640M
|
-$4.42M
|
-0.7%
|
|
|
103
|
|
|
|
2718
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$640M
|
+$17.4M
|
+3%
|
|
|
778
|
|
|
|
2719
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$640M
|
-$4.16M
|
-0.6%
|
|
|
77
|
|
|
|
2720
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$639M
|
+$9.81M
|
+2%
|
|
|
464
|
|
|
|
2721
|
Brio Consultants
San Francisco,
California
|
$639M
|
+$10.5M
|
+2%
|
|
|
119
|
|
|
|
2722
|
Soros Capital Management
New York
|
$639M
|
+$224M
|
+54%
|
|
|
77
|
|
|
|
2723
|
Stockman Wealth Management
Billings,
Montana
|
$639M
|
-$4.74M
|
-0.7%
|
|
|
187
|
|
|
|
2724
|
180 Wealth Advisors
Federal Way,
Washington
|
$638M
|
+$3.03M
|
+0.5%
|
|
|
469
|
|
|
|
2725
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$638M
|
+$63.4M
|
+11%
|
|
|
217
|
|
|