|
1026
|
Vestal Point Capital
New York
|
$3.58B
|
+$636M
|
+22%
|
5.05%
|
–
|
113
|
53.1%
|
|
|
1027
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$3.57B
|
+$6.03M
|
+0.2%
|
1.31%
|
69.6%
|
554
|
15.52%
|
|
|
1028
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$3.57B
|
-$48.8M
|
-1%
|
0.95%
|
–
|
452
|
11.73%
|
|
|
1029
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$3.57B
|
-$268M
|
-7%
|
2.86%
|
103%
|
689
|
15.82%
|
|
|
1030
|
Addenda Capital
Montreal,
Quebec, Canada
|
$3.55B
|
+$143M
|
+4%
|
4.25%
|
86%
|
133
|
9.02%
|
|
|
1031
|
Arax Advisory Partners
Denver,
Colorado
|
$3.54B
|
+$107M
|
+3%
|
0.71%
|
64.7%
|
4,474
|
24.83%
|
|
|
1032
|
Avior Wealth Management
Omaha,
Nebraska
|
$3.53B
|
+$317M
|
+10%
|
0.93%
|
66%
|
866
|
19.4%
|
|
|
1033
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$3.52B
|
+$225M
|
+7%
|
8.54%
|
175%
|
519
|
8.67%
|
|
|
1034
|
Plancorp LLC
Saint Louis,
Missouri
|
$3.52B
|
+$209M
|
+6%
|
0.61%
|
67.3%
|
396
|
12.37%
|
|
|
1035
|
TCTC Holdings
Dallas,
Texas
|
$3.51B
|
+$167M
|
+5%
|
8.21%
|
78.5%
|
618
|
64.56%
|
|
|
1036
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$3.51B
|
+$61.6M
|
+2%
|
4.17%
|
64.3%
|
270
|
14.07%
|
|
|
1037
|
Aspiriant LLC
Los Angeles,
California
|
$3.51B
|
+$30.4M
|
+0.9%
|
0.73%
|
47.1%
|
355
|
14.93%
|
|
|
1038
|
BDT Capital Partners
Chicago,
Illinois
|
$3.51B
|
+$334M
|
+11%
|
1.51%
|
25.5%
|
4
|
50%
|
|
|
1039
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$3.51B
|
+$31.3M
|
+0.9%
|
7.64%
|
73.7%
|
343
|
30.32%
|
|
|
1040
|
TCG Crossover Management
Palo Alto,
California
|
$3.5B
|
+$474M
|
+16%
|
25.7%
|
3,013%
|
54
|
29.63%
|
|
|
1041
|
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
$3.49B
|
-$393M
|
-10%
|
0.49%
|
128%
|
504
|
10.12%
|
|
|
1042
|
Kedalion Capital Management
London,
United Kingdom
|
$3.48B
|
-$592M
|
-15%
|
4.61%
|
–
|
4
|
50%
|
|
|
1043
|
Aquatic Capital Management
Chicago,
Illinois
|
$3.48B
|
-$39.8M
|
-1%
|
0.26%
|
51.9%
|
1,900
|
59.89%
|
|
|
1044
|
Reinhart Partners
Mequon,
Wisconsin
|
$3.48B
|
+$140M
|
+4%
|
3.51%
|
112%
|
77
|
12.99%
|
|
|
1045
|
Zevenbergen Capital Investments
Edmonds,
Washington
|
$3.48B
|
-$1.02B
|
-23%
|
8.2%
|
239%
|
115
|
13.04%
|
|
|
1046
|
MUFG Securities (Canada)
New York
|
$3.48B
|
-$118M
|
-3%
|
6%
|
–
|
43
|
0%
|
|
|
1047
|
Private Management Group
Irvine,
California
|
$3.47B
|
+$38.2M
|
+1%
|
1.44%
|
62.2%
|
323
|
8.05%
|
|
|
1048
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
$3.46B
|
-$1.06B
|
-24%
|
5.34%
|
40%
|
191
|
32.46%
|
|
|
1049
|
Davis Asset Management
Sausalito,
California
|
$3.46B
|
+$664M
|
+24%
|
7.93%
|
97.3%
|
86
|
66.28%
|
|
|
1050
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3.45B
|
+$33.2M
|
+1%
|
1.09%
|
42.9%
|
20
|
5%
|
|