|
1876
|
MONECO Advisors
Fairfield,
Connecticut
|
$1.64B
|
+$346M
|
+27%
|
14.1%
|
70.5%
|
625
|
22.4%
|
|
|
1877
|
Howard Capital Management Group
Los Angeles,
California
|
$1.64B
|
+$129M
|
+9%
|
16%
|
95.9%
|
160
|
16.88%
|
|
|
1878
|
Kopernik Global Investors
Tampa,
Florida
|
$1.63B
|
+$200M
|
+14%
|
8.7%
|
128%
|
33
|
15.15%
|
|
|
1879
|
Appleton Partners
Boston,
Massachusetts
|
$1.63B
|
+$198M
|
+14%
|
26.2%
|
101%
|
284
|
10.92%
|
|
|
1880
|
Himension Capital (Singapore)
Singapore
|
$1.63B
|
+$329M
|
+25%
|
71.1%
|
492%
|
197
|
46.19%
|
|
|
1881
|
Atalan Capital Partners
New York
|
$1.63B
|
+$545M
|
+50%
|
73.1%
|
319%
|
11
|
27.27%
|
|
|
1882
|
Corda Investment Management
Houston,
Texas
|
$1.63B
|
+$184M
|
+13%
|
19%
|
75.4%
|
88
|
12.5%
|
|
|
1883
|
Lyell Wealth Management
Menlo Park,
California
|
$1.63B
|
+$269M
|
+20%
|
27.7%
|
128%
|
241
|
14.11%
|
|
|
1884
|
|
$1.63B
|
+$218M
|
+15%
|
14.1%
|
78.1%
|
1,697
|
12.37%
|
|
|
1885
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$1.63B
|
+$197M
|
+14%
|
11%
|
62.5%
|
321
|
17.76%
|
|
|
1886
|
Avalon Trust
Santa Fe,
New Mexico
|
$1.63B
|
+$174M
|
+12%
|
21.8%
|
118%
|
485
|
9.9%
|
|
|
1887
|
Westpac Banking Corp
Sydney,
Australia
|
$1.62B
|
+$186M
|
+13%
|
24.6%
|
127%
|
544
|
17.46%
|
|
|
1888
|
Strategy Capital
Los Altos,
California
|
$1.62B
|
+$400M
|
+33%
|
67.1%
|
316%
|
11
|
0%
|
|
|
1889
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$1.62B
|
+$172M
|
+12%
|
23.3%
|
98.6%
|
492
|
17.07%
|
|
|
1890
|
Morningstar Investment Management
Chicago,
Illinois
|
$1.62B
|
+$6.35M
|
+0.4%
|
6.92%
|
48.2%
|
317
|
0.63%
|
|
|
1891
|
Naples Global Advisors
Naples,
Florida
|
$1.62B
|
+$250M
|
+18%
|
26.8%
|
103%
|
472
|
7.84%
|
|
|
1892
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.62B
|
+$249M
|
+18%
|
13.9%
|
69.3%
|
1,341
|
13.27%
|
|
|
1893
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$1.62B
|
+$202M
|
+14%
|
20.4%
|
88.1%
|
493
|
14%
|
|
|
1894
|
Strategic Wealth Partners
Independence,
Ohio
|
$1.62B
|
+$173M
|
+12%
|
11.6%
|
–
|
1,575
|
13.52%
|
|
|
1895
|
Recurrent Investment Advisors
Houston,
Texas
|
$1.61B
|
-$50.4M
|
-3%
|
2.76%
|
99.7%
|
71
|
5.63%
|
|
|
1896
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$1.61B
|
+$141M
|
+10%
|
14.5%
|
73%
|
461
|
13.02%
|
|
|
1897
|
RMR Wealth Builders
Montclair,
New Jersey
|
$1.61B
|
+$340M
|
+27%
|
19.4%
|
81.6%
|
326
|
18.1%
|
|
|
1898
|
BTG Pactual Asset Management US
New York
|
$1.61B
|
+$454M
|
+39%
|
11.7%
|
–
|
558
|
58.24%
|
|
|
1899
|
Trust Asset Management
Houston,
Texas
|
$1.61B
|
+$209M
|
+15%
|
19.8%
|
91.1%
|
234
|
5.98%
|
|
|
1900
|
Quintet Private Bank (Europe)
Luxembourg
|
$1.6B
|
+$112M
|
+7%
|
15.6%
|
87.2%
|
204
|
12.75%
|
|