|
2051
|
Richard C. Young & Co
Newport,
Rhode Island
|
$600M
|
+$44M
|
+8%
|
5.83%
|
137%
|
73
|
12.33%
|
|
|
2052
|
Grosvenor Holdings
Chicago,
Illinois
|
$600M
|
+$46.5M
|
+8%
|
13%
|
54.3%
|
20
|
30%
|
|
|
2053
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$600M
|
+$33.9M
|
+6%
|
4.89%
|
44.7%
|
181
|
7.18%
|
|
|
2054
|
Mark Asset Management
New York
|
$599M
|
+$197M
|
+49%
|
17.9%
|
325%
|
79
|
39.24%
|
|
|
2055
|
Newfoundland Capital Management
Sao Paulo,
Brazil
|
$598M
|
+$12.3M
|
+2%
|
1.85%
|
49.5%
|
83
|
61.45%
|
|
|
2056
|
Thomas White International
Chicago,
Illinois
|
$598M
|
+$49.7M
|
+9%
|
7.33%
|
34.9%
|
264
|
9.85%
|
|
|
2057
|
Tandem Investment Advisors
Charleston,
South Carolina
|
$597M
|
+$45.2M
|
+8%
|
5.17%
|
10.4%
|
69
|
15.94%
|
|
|
2058
|
SeaCrest Wealth Management
Purchase,
New York
|
$597M
|
+$62.6M
|
+12%
|
8.45%
|
142%
|
599
|
16.53%
|
|
|
2059
|
Argent Wealth Management
Waltham,
Massachusetts
|
$597M
|
–
|
–
|
6.3%
|
–
|
177
|
–
|
|
|
2060
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$597M
|
+$11.8M
|
+2%
|
7.52%
|
33%
|
504
|
26.39%
|
|
|
2061
|
Frazier Management
Seattle,
Washington
|
$596M
|
+$276M
|
+86%
|
41.7%
|
408%
|
21
|
14.29%
|
|
|
2062
|
Van Den Berg Management I
Austin,
Texas
|
$596M
|
+$18.3M
|
+3%
|
10.3%
|
187%
|
69
|
20.29%
|
|
|
2063
|
Ithaka Group
Arlington,
Virginia
|
$596M
|
-$111M
|
-16%
|
12.4%
|
143%
|
39
|
10.26%
|
|
|
2064
|
ATP Life Science Ventures
New York
|
$596M
|
–
|
–
|
24.9%
|
–
|
2
|
–
|
|
|
2065
|
ARS Investment Partners
New York
|
$595M
|
+$38.3M
|
+7%
|
11.5%
|
260%
|
120
|
16.67%
|
|
|
2066
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$594M
|
+$54.9M
|
+10%
|
6.98%
|
65.5%
|
134
|
10.45%
|
|
|
2067
|
FAS Wealth Partners
Leawood,
Kansas
|
$594M
|
+$42.3M
|
+8%
|
5.55%
|
72.3%
|
299
|
37.79%
|
|
|
2068
|
Stewart & Patten Company
Lafayette,
California
|
$594M
|
+$21.3M
|
+4%
|
7.16%
|
27.5%
|
105
|
9.52%
|
|
|
2069
|
Astor Investment Management
Chicago,
Illinois
|
$592M
|
-$32M
|
-5%
|
4.63%
|
23.3%
|
62
|
37.1%
|
|
|
2070
|
CreativeOne Wealth
Overland Park,
Kansas
|
$592M
|
+$74.1M
|
+14%
|
4.46%
|
67.6%
|
231
|
26.84%
|
|
|
2071
|
Segment Wealth Management
Houston,
Texas
|
$592M
|
+$81.1M
|
+16%
|
7.94%
|
102%
|
236
|
17.37%
|
|
|
2072
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$592M
|
+$25M
|
+4%
|
7.58%
|
–
|
292
|
11.99%
|
|
|
2073
|
Archon Capital Management
Seattle,
Washington
|
$590M
|
+$166M
|
+39%
|
15.2%
|
222%
|
30
|
20%
|
|
|
2074
|
Charles-Lim Capital
Central,
Hong Kong
|
$590M
|
+$89.3M
|
+18%
|
22.2%
|
4.44%
|
4
|
25%
|
|
|
2075
|
James Hambro & Partners
London,
United Kingdom
|
$590M
|
+$89.9M
|
+18%
|
11.3%
|
79.2%
|
53
|
5.66%
|
|