|
3076
|
Sage Advisory Services
Austin,
Texas
|
$379M
|
+$75M
|
+25%
|
13.3%
|
33.9%
|
58
|
25.86%
|
|
|
3077
|
Foresite Capital Management II
Larkspur,
California
|
$379M
|
-$80.8M
|
-18%
|
12.7%
|
66.2%
|
4
|
0%
|
|
|
3078
|
Independent Investors Inc
Nesconset,
New York
|
$379M
|
+$35.1M
|
+10%
|
14.7%
|
61.6%
|
73
|
6.85%
|
|
|
3079
|
|
$378M
|
+$117M
|
+45%
|
14.3%
|
130%
|
436
|
25.92%
|
|
|
3080
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$378M
|
+$55.1M
|
+17%
|
14.8%
|
18.3%
|
155
|
20.65%
|
|
|
3081
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$378M
|
+$87.2M
|
+30%
|
32.3%
|
106%
|
45
|
11.11%
|
|
|
3082
|
Terril Brothers
St. Louis,
Missouri
|
$378M
|
+$51.9M
|
+16%
|
19.1%
|
94.4%
|
63
|
14.29%
|
|
|
3083
|
Hartford Financial Management
Hartford,
Connecticut
|
$377M
|
+$40.1M
|
+12%
|
13.1%
|
79.6%
|
362
|
13.81%
|
|
|
3084
|
Hohimer Wealth Management
Seattle,
Washington
|
$377M
|
+$26.6M
|
+8%
|
13.9%
|
99.7%
|
207
|
11.11%
|
|
|
3085
|
Toronado Partners
San Francisco,
California
|
$377M
|
+$18.3M
|
+5%
|
30.5%
|
158%
|
13
|
23.08%
|
|
|
3086
|
Foresight Wealth Management
Draper,
Utah
|
$377M
|
+$78.4M
|
+26%
|
11.2%
|
19.1%
|
133
|
27.82%
|
|
|
3087
|
Crestone Asset Management
Boulder,
Colorado
|
$376M
|
+$56.5M
|
+18%
|
16.7%
|
6.65%
|
68
|
19.12%
|
|
|
3088
|
WFA of San Diego
San Diego,
California
|
$376M
|
+$270M
|
+256%
|
9.12%
|
–
|
117
|
58.12%
|
|
|
3089
|
Qtron Investments
Boston,
Massachusetts
|
$374M
|
+$86.8M
|
+30%
|
20.9%
|
139%
|
362
|
36.46%
|
|
|
3090
|
|
$373M
|
+$135M
|
+57%
|
46.9%
|
200%
|
17
|
52.94%
|
|
|
3091
|
Rational Advisors
Huntington,
New York
|
$373M
|
+$139M
|
+60%
|
10.4%
|
37.7%
|
647
|
73.72%
|
|
|
3092
|
Advisor OS
Chicago,
Illinois
|
$373M
|
+$134M
|
+56%
|
10.5%
|
61.2%
|
166
|
51.81%
|
|
|
3093
|
Ogborne Capital Management
San Francisco,
California
|
$373M
|
+$23.2M
|
+7%
|
62.5%
|
251%
|
21
|
61.9%
|
|
|
3094
|
SC Israel Venture V Management
Herzelia,
Israel
|
$373M
|
–
|
–
|
146%
|
–
|
1
|
–
|
|
|
3095
|
Managed Account Services
Coconut Grove,
Florida
|
$372M
|
+$54.7M
|
+17%
|
13.4%
|
32.4%
|
109
|
12.84%
|
|
|
3096
|
Vantage Wealth
Pasadena,
California
|
$372M
|
+$60.3M
|
+19%
|
14.4%
|
56.1%
|
34
|
0%
|
|
|
3097
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$372M
|
+$74.6M
|
+25%
|
17.3%
|
24.6%
|
1,089
|
24.98%
|
|
|
3098
|
Cambridge Advisors
Omaha,
Nebraska
|
$371M
|
+$32M
|
+9%
|
10.1%
|
52.9%
|
161
|
8.7%
|
|
|
3099
|
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
|
$371M
|
+$225M
|
+153%
|
82.3%
|
2,310%
|
20
|
70%
|
|
|
3100
|
Holowesko Partners
Nassau,
Bahamas
|
$371M
|
-$223M
|
-38%
|
16%
|
51.1%
|
31
|
22.58%
|
|