|
1801
|
Main Street Research
Lakeville,
Connecticut
|
$512M
|
+$27.7M
|
+6%
|
0.53%
|
159%
|
114
|
14.04%
|
|
|
1802
|
Jag Capital Management
St Louis,
Missouri
|
$511M
|
+$48.7M
|
+11%
|
10.2%
|
178%
|
127
|
20.47%
|
|
|
1803
|
Coastline Trust
Providence,
Rhode Island
|
$511M
|
+$16.1M
|
+3%
|
2.26%
|
79.1%
|
267
|
4.49%
|
|
|
1804
|
JD Capital Management
Darien,
Connecticut
|
$510M
|
+$278M
|
+120%
|
3.6%
|
47.8%
|
28
|
53.57%
|
|
|
1805
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$510M
|
+$10.4M
|
+2%
|
3.56%
|
–
|
677
|
18.46%
|
|
|
1806
|
Cooper Investors
Melbourne, Victoria,
Australia
|
$509M
|
+$31.8M
|
+7%
|
6.32%
|
49.8%
|
37
|
8.11%
|
|
|
1807
|
Main Management
San Francisco,
California
|
$508M
|
-$46.9M
|
-8%
|
4.53%
|
51.3%
|
45
|
8.89%
|
|
|
1808
|
|
$508M
|
+$141M
|
+38%
|
28%
|
72.6%
|
11
|
9.09%
|
|
|
1809
|
Evergreen Capital Management
Bellevue,
Washington
|
$508M
|
+$47.6M
|
+10%
|
1.95%
|
77.2%
|
112
|
16.07%
|
|
|
1810
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$507M
|
-$2.52M
|
-0.5%
|
0.98%
|
46%
|
142
|
2.11%
|
|
|
1811
|
Courier Capital
Buffalo,
New York
|
$505M
|
+$4.55M
|
+0.9%
|
3.05%
|
64.1%
|
295
|
14.92%
|
|
|
1812
|
Pine Brook Road Advisors
Bedford,
New York
|
$504M
|
+$66.4M
|
+15%
|
16%
|
–
|
3
|
0%
|
|
|
1813
|
Strategic Financial Services
Utica,
New York
|
$504M
|
+$5.02M
|
+1%
|
3.42%
|
46.5%
|
105
|
9.52%
|
|
|
1814
|
Welch Group
Birmingham,
Alabama
|
$503M
|
+$12.2M
|
+2%
|
0.67%
|
73.2%
|
141
|
14.18%
|
|
|
1815
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$503M
|
+$35.8M
|
+8%
|
3.21%
|
50.7%
|
298
|
13.76%
|
|
|
1816
|
Kirr Marbach & Co
Columbus,
Indiana
|
$503M
|
+$36.2M
|
+8%
|
10.6%
|
135%
|
79
|
17.72%
|
|
|
1817
|
Evensky & Katz
Coral Gables,
Florida
|
$502M
|
+$50.1M
|
+11%
|
1.99%
|
57.1%
|
50
|
6%
|
|
|
1818
|
MN Services Vermogensbeheer
The Hague,
Netherlands
|
$502M
|
+$69.4M
|
+16%
|
4.51%
|
90.6%
|
623
|
2.25%
|
|
|
1819
|
Cypress Asset Management
Houston,
Texas
|
$502M
|
-$993K
|
-0.2%
|
1.2%
|
114%
|
210
|
8.1%
|
|
|
1820
|
Newport Asia
San Francisco,
California
|
$500M
|
+$155M
|
+45%
|
22.8%
|
–
|
7
|
14.29%
|
|
|
1821
|
Aureus Asset Management
Boston,
Massachusetts
|
$500M
|
+$35.4M
|
+8%
|
4.74%
|
80.4%
|
159
|
25.16%
|
|
|
1822
|
Nine Masts Capital
Central,
Hong Kong
|
$498M
|
+$82.8M
|
+20%
|
9.7%
|
76.5%
|
91
|
57.14%
|
|
|
1823
|
Prospera Financial Services
Dallas,
Texas
|
$498M
|
+$14.3M
|
+3%
|
1.65%
|
97.4%
|
418
|
24.16%
|
|
|
1824
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$496M
|
+$73.2M
|
+17%
|
2.03%
|
39.9%
|
46
|
2.17%
|
|
|
1825
|
Tufton Capital Management
Hunt Valley,
Maryland
|
$496M
|
+$2.13M
|
+0.4%
|
1.67%
|
86.5%
|
111
|
7.21%
|
|