|
1901
|
Levin Capital Strategies
New York
|
$981M
|
+$41.6M
|
+4%
|
5.78%
|
88.6%
|
468
|
46.37%
|
|
|
1902
|
Evensky & Katz
Coral Gables,
Florida
|
$981M
|
+$76.1M
|
+8%
|
6.46%
|
57.1%
|
76
|
6.58%
|
|
|
1903
|
ProVise Management Group
Clearwater,
Florida
|
$980M
|
+$52.3M
|
+6%
|
6.49%
|
66.8%
|
398
|
15.08%
|
|
|
1904
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$980M
|
+$81.6M
|
+9%
|
7.33%
|
70.8%
|
11
|
27.27%
|
|
|
1905
|
Oldfield Partners
London,
United Kingdom
|
$979M
|
+$14.1M
|
+1%
|
7.01%
|
90.3%
|
22
|
4.55%
|
|
|
1906
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$979M
|
+$147M
|
+18%
|
9.39%
|
91.5%
|
273
|
21.98%
|
|
|
1907
|
Johnson & Johnson Innovation - JJDC
New Brunswick,
New Jersey
|
$978M
|
+$206M
|
+27%
|
17.7%
|
–
|
21
|
19.05%
|
|
|
1908
|
Trivest Advisors
Hong Kong
|
$978M
|
+$626M
|
+178%
|
17.4%
|
2,977%
|
40
|
70%
|
|
|
1909
|
Accredited Investors
Edina,
Minnesota
|
$978M
|
+$231M
|
+31%
|
11.4%
|
74%
|
168
|
6.55%
|
|
|
1910
|
|
$977M
|
+$48.7M
|
+5%
|
6.7%
|
69.8%
|
245
|
6.12%
|
|
|
1911
|
Strategy Capital
Los Altos,
California
|
$977M
|
+$241M
|
+33%
|
20.7%
|
316%
|
9
|
11.11%
|
|
|
1912
|
Global Retirement Partners
San Rafael,
California
|
$976M
|
+$122M
|
+14%
|
7.29%
|
–
|
2,000
|
13.15%
|
|
|
1913
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$976M
|
+$100M
|
+11%
|
4.5%
|
26.1%
|
180
|
9.44%
|
|
|
1914
|
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
$975M
|
+$80.9M
|
+9%
|
6.45%
|
56.1%
|
121
|
12.4%
|
|
|
1915
|
GM Advisory Group
Melville,
New York
|
$975M
|
+$141M
|
+17%
|
8.7%
|
53.6%
|
218
|
16.97%
|
|
|
1916
|
Wintrust Investments
Chicago,
Illinois
|
$975M
|
+$7.72M
|
+0.8%
|
6.9%
|
27.5%
|
450
|
17.56%
|
|
|
1917
|
Western Wealth Management
Golden,
Colorado
|
$973M
|
+$229M
|
+31%
|
7.46%
|
82.6%
|
639
|
22.85%
|
|
|
1918
|
Mangrove Partners
Greenwich,
Connecticut
|
$971M
|
-$19.4M
|
-2%
|
2.12%
|
185%
|
508
|
75%
|
|
|
1919
|
Central Securities
New York
|
$971M
|
+$94.4M
|
+11%
|
10.3%
|
90.2%
|
33
|
6.06%
|
|
|
1920
|
Iron Triangle Partners
Cos Cob,
Connecticut
|
$971M
|
+$184M
|
+23%
|
8.58%
|
152%
|
36
|
52.78%
|
|
|
1921
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$970M
|
+$157M
|
+19%
|
3.98%
|
41.8%
|
89
|
4.49%
|
|
|
1922
|
Money Design
Tokyo,
Japan
|
$969M
|
+$111M
|
+13%
|
3.87%
|
26.4%
|
65
|
1.54%
|
|
|
1923
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$968M
|
+$49.4M
|
+5%
|
5.63%
|
–
|
186
|
8.06%
|
|
|
1924
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$968M
|
+$113M
|
+13%
|
8.39%
|
65.9%
|
130
|
7.69%
|
|
|
1925
|
|
$968M
|
+$172M
|
+22%
|
24.8%
|
139%
|
40
|
42.5%
|
|