|
1876
|
Middleton & Co
Boston,
Massachusetts
|
$422M
|
-$39.7M
|
-9%
|
6.15%
|
63.4%
|
158
|
11.39%
|
|
|
1877
|
John G. Ullman & Associates
Corning,
New York
|
$421M
|
-$110M
|
-21%
|
8.14%
|
108%
|
151
|
24.5%
|
|
|
1878
|
Permian Investment Partners
Dallas,
Texas
|
$421M
|
-$73.4M
|
-15%
|
7.32%
|
81.9%
|
21
|
52.38%
|
|
|
1879
|
Efficient Market Advisors
San Diego,
California
|
$421M
|
-$10.7M
|
-2%
|
7.01%
|
5.97%
|
198
|
32.83%
|
|
|
1880
|
Integre Asset Management
New York
|
$421M
|
-$56.4M
|
-12%
|
8.68%
|
74.1%
|
179
|
34.64%
|
|
|
1881
|
Chelsea Counsel Company
Los Angeles,
California
|
$420M
|
-$26.8M
|
-6%
|
8.68%
|
94.6%
|
170
|
11.18%
|
|
|
1882
|
Altarock Partners
West Palm Beach,
Florida
|
$420M
|
+$106M
|
+34%
|
5.19%
|
68.5%
|
8
|
12.5%
|
|
|
1883
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$418M
|
-$19.4M
|
-4%
|
2.86%
|
50.7%
|
64
|
12.5%
|
|
|
1884
|
PT Asset Management
Chicago,
Illinois
|
$418M
|
+$65.5M
|
+19%
|
8.71%
|
7.94%
|
289
|
49.83%
|
|
|
1885
|
Patriot Financial Partners
Radnor,
Pennsylvania
|
$418M
|
-$10.2M
|
-2%
|
0.68%
|
16.6%
|
19
|
31.58%
|
|
|
1886
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$418M
|
-$19M
|
-4%
|
5.54%
|
74.6%
|
236
|
7.63%
|
|
|
1887
|
Norris Perne & French
Grand Rapids,
Michigan
|
$418M
|
-$105M
|
-20%
|
6.08%
|
78.3%
|
163
|
12.88%
|
|
|
1888
|
BTR Capital Management
Oakland,
California
|
$418M
|
-$7.11M
|
-2%
|
8.96%
|
35%
|
180
|
22.22%
|
|
|
1889
|
Randolph Company
Cincinnati,
Ohio
|
$418M
|
-$25M
|
-6%
|
5.05%
|
120%
|
61
|
54.1%
|
|
|
1890
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$417M
|
-$64M
|
-13%
|
9.58%
|
107%
|
99
|
13.13%
|
|
|
1891
|
Strategy Asset Managers
Pasadena,
California
|
$417M
|
-$31.7M
|
-7%
|
5.85%
|
88.1%
|
158
|
32.28%
|
|
|
1892
|
Calamos Wealth Management
Naperville,
Illinois
|
$417M
|
-$6.75M
|
-2%
|
4.74%
|
81.7%
|
278
|
23.38%
|
|
|
1893
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$416M
|
+$13.8M
|
+3%
|
6.68%
|
–
|
642
|
29.28%
|
|
|
1894
|
Alphabet Inc
Mountain View,
California
|
$416M
|
-$66.2M
|
-14%
|
13.7%
|
350%
|
5
|
0%
|
|
|
1895
|
First Fiduciary Investment Counsel
Cleveland,
Ohio
|
$416M
|
-$46.1M
|
-10%
|
6.51%
|
46.9%
|
45
|
24.44%
|
|
|
1896
|
BTC Capital Management
Des Moines,
Iowa
|
$415M
|
-$14.9M
|
-3%
|
8.4%
|
–
|
190
|
28.95%
|
|
|
1897
|
MIG Capital
Newport Beach,
California
|
$415M
|
-$115M
|
-22%
|
4.45%
|
118%
|
39
|
43.59%
|
|
|
1898
|
Harvey Investment Company
Louisville,
Kentucky
|
$415M
|
-$15.7M
|
-4%
|
3.25%
|
48.4%
|
87
|
12.64%
|
|
|
1899
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$415M
|
-$88M
|
-18%
|
13.5%
|
124%
|
199
|
25.63%
|
|
|
1900
|
Gratus Capital
Atlanta,
Georgia
|
$414M
|
-$14.7M
|
-3%
|
5.03%
|
51.4%
|
104
|
22.12%
|
|