|
1876
|
Hillcrest Asset Management
Plano,
Texas
|
$657M
|
+$30.6M
|
+5%
|
8.87%
|
97.2%
|
59
|
3.39%
|
|
|
1877
|
MCF Advisors
Covington,
Kentucky
|
$657M
|
+$42.3M
|
+7%
|
5.76%
|
41.5%
|
497
|
12.68%
|
|
|
1878
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$656M
|
+$56.3M
|
+9%
|
9.87%
|
105%
|
263
|
20.53%
|
|
|
1879
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$656M
|
+$38.8M
|
+6%
|
8.45%
|
24%
|
201
|
17.91%
|
|
|
1880
|
Forward Management
San Francisco,
California
|
$656M
|
-$1.13M
|
-0.2%
|
4.24%
|
36.9%
|
58
|
31.03%
|
|
|
1881
|
Caldwell Trust
Venice,
Florida
|
$655M
|
–
|
–
|
7.22%
|
74.1%
|
802
|
–
|
|
|
1882
|
Clark Estates Inc
New York
|
$654M
|
+$47.2M
|
+8%
|
9.01%
|
31.4%
|
108
|
27.78%
|
|
|
1883
|
Endurance Wealth Management
Providence,
Rhode Island
|
$654M
|
+$51.1M
|
+8%
|
8.78%
|
59%
|
561
|
8.91%
|
|
|
1884
|
Greenbrier Partners Capital Management
Dallas,
Texas
|
$653M
|
+$45.2M
|
+7%
|
11%
|
111%
|
15
|
0%
|
|
|
1885
|
Oakmont Corp
Los Angeles,
California
|
$653M
|
+$5.52M
|
+0.9%
|
13.9%
|
75.2%
|
23
|
30.43%
|
|
|
1886
|
Global Retirement Partners
San Rafael,
California
|
$653M
|
+$44.6M
|
+7%
|
6.94%
|
–
|
1,764
|
12.41%
|
|
|
1887
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$652M
|
+$40.8M
|
+7%
|
7.22%
|
25.6%
|
174
|
8.62%
|
|
|
1888
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$652M
|
-$36.7M
|
-5%
|
7.22%
|
51.8%
|
511
|
20.16%
|
|
|
1889
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$652M
|
+$73.3M
|
+13%
|
5.93%
|
84%
|
836
|
74.88%
|
|
|
1890
|
One Capital Management
Westlake Village,
California
|
$651M
|
+$50.4M
|
+8%
|
6.86%
|
44.2%
|
176
|
9.66%
|
|
|
1891
|
Wellington Shields Capital Management
New York
|
$651M
|
+$36.2M
|
+6%
|
5.69%
|
80.5%
|
278
|
10.43%
|
|
|
1892
|
|
$650M
|
-$29.5M
|
-4%
|
18.6%
|
303%
|
47
|
61.7%
|
|
|
1893
|
Wexford Capital
West Palm Beach,
Florida
|
$649M
|
-$69.3M
|
-10%
|
6.44%
|
92.6%
|
175
|
72%
|
|
|
1894
|
Randolph Company
Cincinnati,
Ohio
|
$648M
|
+$94.7M
|
+17%
|
5.91%
|
120%
|
41
|
14.63%
|
|
|
1895
|
Harvey Investment Company
Louisville,
Kentucky
|
$648M
|
+$44.8M
|
+7%
|
7.03%
|
48.4%
|
89
|
3.37%
|
|
|
1896
|
Thomasville National Bank
Thomasville,
Georgia
|
$648M
|
+$48.2M
|
+8%
|
8.68%
|
–
|
206
|
7.28%
|
|
|
1897
|
Six Columns Capital
Dallas,
Texas
|
$648M
|
–
|
–
|
15.8%
|
–
|
57
|
–
|
|
|
1898
|
Angelo Gordon & Co
New York
|
$647M
|
-$136M
|
-17%
|
2.94%
|
90.1%
|
92
|
42.39%
|
|
|
1899
|
Regis Management Company
Menlo Park,
California
|
$647M
|
+$56M
|
+9%
|
13.5%
|
5.33%
|
70
|
7.14%
|
|
|
1900
|
JBF Capital
Aspen,
Colorado
|
$647M
|
+$86.2M
|
+15%
|
10%
|
92.9%
|
98
|
37.76%
|
|