|
1551
|
O'Shares Investment Advisers
Boston,
Massachusetts
|
$1.4B
|
+$41.7M
|
+3%
|
7.25%
|
71.8%
|
284
|
0.35%
|
|
|
1552
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.4B
|
+$71.5M
|
+5%
|
7.77%
|
64%
|
825
|
22.06%
|
|
|
1553
|
Lattice Capital Management
Kirkland,
Washington
|
$1.4B
|
–
|
–
|
7.15%
|
206%
|
80
|
–
|
|
|
1554
|
Passaic Partners
Newark,
New Jersey
|
$1.4B
|
–
|
–
|
6.14%
|
43.3%
|
6
|
–
|
|
|
1555
|
Perigon Wealth Management
San Francisco,
California
|
$1.4B
|
+$246M
|
+21%
|
10.6%
|
81.3%
|
609
|
17.73%
|
|
|
1556
|
Telemark Asset Management
Boston,
Massachusetts
|
$1.4B
|
+$16.5M
|
+1%
|
10.5%
|
271%
|
62
|
25.81%
|
|
|
1557
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$1.4B
|
+$177M
|
+14%
|
13.1%
|
97.3%
|
122
|
9.02%
|
|
|
1558
|
First Light Asset Management
Edina,
Minnesota
|
$1.4B
|
-$121M
|
-8%
|
1.63%
|
266%
|
90
|
20%
|
|
|
1559
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$1.4B
|
–
|
–
|
7.44%
|
–
|
67
|
–
|
|
|
1560
|
Jordan Park Group
San Francisco,
California
|
$1.4B
|
-$746M
|
-35%
|
2.14%
|
26.8%
|
49
|
34.69%
|
|
|
1561
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.4B
|
+$116M
|
+9%
|
10.3%
|
84.9%
|
444
|
6.76%
|
|
|
1562
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$1.39B
|
+$136M
|
+11%
|
10.3%
|
32.3%
|
238
|
8.4%
|
|
|
1563
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.39B
|
+$219M
|
+19%
|
8.13%
|
52.7%
|
576
|
19.79%
|
|
|
1564
|
Institutional Venture Management XVI
Menlo Park,
California
|
$1.38B
|
+$524M
|
+61%
|
3%
|
523%
|
8
|
37.5%
|
|
|
1565
|
Shufro Rose & Co
New York
|
$1.38B
|
+$107M
|
+8%
|
7.96%
|
47.5%
|
323
|
11.76%
|
|
|
1566
|
Marcho Partners
London,
United Kingdom
|
$1.38B
|
-$210M
|
-13%
|
12.3%
|
112%
|
19
|
47.37%
|
|
|
1567
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$1.38B
|
+$106M
|
+8%
|
6.3%
|
45.5%
|
153
|
14.38%
|
|
|
1568
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$1.38B
|
+$24M
|
+2%
|
9.66%
|
141%
|
245
|
17.55%
|
|
|
1569
|
Nationwide Fund Advisors
Columbus,
Ohio
|
$1.38B
|
-$8.98M
|
-0.6%
|
0.84%
|
28.3%
|
8
|
0%
|
|
|
1570
|
Hodges Capital Management
Dallas,
Texas
|
$1.38B
|
+$18.1M
|
+1%
|
9.15%
|
132%
|
260
|
18.46%
|
|
|
1571
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.38B
|
+$82.6M
|
+6%
|
8.66%
|
69.4%
|
382
|
15.71%
|
|
|
1572
|
|
$1.37B
|
+$7.53M
|
+0.6%
|
7.08%
|
16.6%
|
33
|
24.24%
|
|
|
1573
|
Global Endowment Management
Charlotte,
North Carolina
|
$1.37B
|
-$145M
|
-10%
|
5.78%
|
35.8%
|
126
|
19.84%
|
|
|
1574
|
Merriman Wealth Management
Seattle,
Washington
|
$1.37B
|
+$168M
|
+14%
|
6.67%
|
18.3%
|
239
|
30.96%
|
|
|
1575
|
Osborne Partners Capital Management
San Francisco,
California
|
$1.37B
|
+$126M
|
+10%
|
5.85%
|
47.6%
|
219
|
12.33%
|
|