|
1851
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$995M
|
+$44.3M
|
+5%
|
5.74%
|
57.5%
|
360
|
20.28%
|
|
|
1852
|
Avior Wealth Management
Omaha,
Nebraska
|
$995M
|
+$59.4M
|
+6%
|
6.49%
|
66%
|
1,181
|
15.5%
|
|
|
1853
|
Dynamic Technology Lab
Singapore
|
$994M
|
+$109M
|
+12%
|
3.99%
|
21.7%
|
1,748
|
75.86%
|
|
|
1854
|
EnCap Energy Capital Fund X
Houston,
Texas
|
$994M
|
+$250M
|
+34%
|
33.6%
|
–
|
1
|
0%
|
|
|
1855
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$993M
|
+$129M
|
+15%
|
8.4%
|
–
|
594
|
17.34%
|
|
|
1856
|
Formation8
Los Altos,
California
|
$993M
|
-$206M
|
-17%
|
17.2%
|
–
|
2
|
0%
|
|
|
1857
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$992M
|
+$77.5M
|
+8%
|
7%
|
58.4%
|
143
|
10.49%
|
|
|
1858
|
Alerus Financial
Grand Forks,
North Dakota
|
$992M
|
+$43.1M
|
+5%
|
7%
|
77.4%
|
203
|
15.76%
|
|
|
1859
|
KG Funds Management
New York
|
$990M
|
+$129M
|
+15%
|
9.77%
|
45.8%
|
12
|
16.67%
|
|
|
1860
|
Mason Investment Advisory Services
Reston,
Virginia
|
$989M
|
+$30.8M
|
+3%
|
3.66%
|
48.2%
|
100
|
22%
|
|
|
1861
|
Growth Interface Management
Orlando,
Florida
|
$987M
|
+$215M
|
+28%
|
10.6%
|
12%
|
10
|
0%
|
|
|
1862
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$984M
|
+$75.9M
|
+8%
|
5.5%
|
–
|
295
|
7.8%
|
|
|
1863
|
QVR
San Francisco,
California
|
$982M
|
-$131M
|
-12%
|
7.21%
|
–
|
303
|
30.03%
|
|
|
1864
|
Bank of the West
Monterey Park,
California
|
$982M
|
+$92.8M
|
+10%
|
8.05%
|
35.4%
|
226
|
7.08%
|
|
|
1865
|
Front Barnett Associates
Chicago,
Illinois
|
$982M
|
+$82.3M
|
+9%
|
7.1%
|
40.5%
|
120
|
12.5%
|
|
|
1866
|
ARS Investment Partners
New York
|
$981M
|
+$120M
|
+14%
|
11.5%
|
260%
|
153
|
20.26%
|
|
|
1867
|
Levin Capital Strategies
New York
|
$981M
|
+$41.6M
|
+4%
|
5.78%
|
79.3%
|
468
|
46.37%
|
|
|
1868
|
Evensky & Katz
Coral Gables,
Florida
|
$981M
|
+$76.1M
|
+8%
|
6.46%
|
57.1%
|
76
|
6.58%
|
|
|
1869
|
ProVise Management Group
Clearwater,
Florida
|
$980M
|
+$52.3M
|
+6%
|
6.49%
|
58.1%
|
398
|
15.08%
|
|
|
1870
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$980M
|
+$81.6M
|
+9%
|
7.33%
|
70.2%
|
11
|
27.27%
|
|
|
1871
|
Oldfield Partners
London,
United Kingdom
|
$979M
|
+$14.1M
|
+1%
|
7.01%
|
90.3%
|
22
|
4.55%
|
|
|
1872
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$979M
|
+$147M
|
+18%
|
9.39%
|
76.5%
|
273
|
21.98%
|
|
|
1873
|
Johnson & Johnson Innovation - JJDC
New Brunswick,
New Jersey
|
$978M
|
+$206M
|
+27%
|
17.7%
|
–
|
21
|
19.05%
|
|
|
1874
|
Trivest Advisors
Hong Kong
|
$978M
|
+$626M
|
+178%
|
17.4%
|
1,458%
|
40
|
70%
|
|
|
1875
|
Accredited Investors
Edina,
Minnesota
|
$978M
|
+$231M
|
+31%
|
11.4%
|
74%
|
168
|
6.55%
|
|