|
1851
|
Main Management
San Francisco,
California
|
$712M
|
+$80M
|
+13%
|
7.66%
|
51.3%
|
133
|
14.29%
|
|
|
1852
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$711M
|
+$13.3M
|
+2%
|
8.31%
|
65.9%
|
127
|
6.3%
|
|
|
1853
|
Novare Capital Management
Charlotte,
North Carolina
|
$710M
|
+$41.2M
|
+6%
|
7.3%
|
65.7%
|
140
|
10.71%
|
|
|
1854
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$710M
|
+$53.1M
|
+8%
|
6.87%
|
57.5%
|
271
|
22.51%
|
|
|
1855
|
James Hambro & Partners
London,
United Kingdom
|
$709M
|
+$63M
|
+10%
|
8.49%
|
79.2%
|
62
|
19.35%
|
|
|
1856
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$709M
|
+$50.8M
|
+8%
|
6.49%
|
60.7%
|
204
|
8.82%
|
|
|
1857
|
Berkshire Capital Holdings
San Jose,
California
|
$707M
|
+$156M
|
+28%
|
39.5%
|
1,364%
|
71
|
16.9%
|
|
|
1858
|
Cornercap Investment Counsel
Atlanta,
Georgia
|
$707M
|
+$87.9M
|
+14%
|
3.51%
|
55.4%
|
566
|
38.16%
|
|
|
1859
|
McDaniel Terry & Co
Austin,
Texas
|
$707M
|
+$50.1M
|
+8%
|
11.3%
|
52.9%
|
83
|
6.02%
|
|
|
1860
|
Vestor Capital
Chicago,
Illinois
|
$706M
|
–
|
–
|
12.2%
|
170%
|
133
|
–
|
|
|
1861
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$706M
|
+$27.5M
|
+4%
|
9.66%
|
81.1%
|
609
|
68.47%
|
|
|
1862
|
Grassi Investment Management
Santa Clara,
California
|
$706M
|
+$11.8M
|
+2%
|
9.25%
|
170%
|
136
|
10.29%
|
|
|
1863
|
ThornTree Capital Partners
Boston,
Massachusetts
|
$705M
|
+$71.8M
|
+11%
|
26.8%
|
206%
|
32
|
34.38%
|
|
|
1864
|
Vicus Capital
State College,
Pennsylvania
|
$705M
|
+$46.8M
|
+7%
|
5.55%
|
48.6%
|
224
|
14.73%
|
|
|
1865
|
Zions Bancorporation
Salt Lake City,
Utah
|
$704M
|
+$16.1M
|
+2%
|
7.34%
|
22.9%
|
1,076
|
13.85%
|
|
|
1866
|
Investure LLC
Charlottesville,
Virginia
|
$702M
|
+$128M
|
+22%
|
7.09%
|
46.1%
|
13
|
0%
|
|
|
1867
|
Lannebo Fonder
Stockholm,
Sweden
|
$702M
|
+$114M
|
+19%
|
10.9%
|
49.8%
|
39
|
5.13%
|
|
|
1868
|
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
$702M
|
-$20.3M
|
-3%
|
8.53%
|
48.3%
|
123
|
17.07%
|
|
|
1869
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$702M
|
+$144M
|
+26%
|
10.3%
|
69.4%
|
387
|
23.77%
|
|
|
1870
|
Strategy Capital
Los Altos,
California
|
$702M
|
+$81.5M
|
+13%
|
24.6%
|
201%
|
8
|
12.5%
|
|
|
1871
|
Avior Wealth Management
Omaha,
Nebraska
|
$701M
|
+$62.4M
|
+10%
|
7.93%
|
66%
|
1,063
|
12.04%
|
|
|
1872
|
EPIQ Capital Group
San Francisco,
California
|
$699M
|
+$105M
|
+18%
|
17.7%
|
6.25%
|
48
|
14.58%
|
|
|
1873
|
Essex Investment Management
Boston,
Massachusetts
|
$699M
|
+$88.7M
|
+15%
|
27.9%
|
272%
|
519
|
26.4%
|
|
|
1874
|
Mason Investment Advisory Services
Reston,
Virginia
|
$697M
|
+$23.8M
|
+4%
|
4.21%
|
48.2%
|
79
|
6.33%
|
|
|
1875
|
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
|
$695M
|
+$103M
|
+17%
|
36.5%
|
41.8%
|
39
|
25.64%
|
|