|
1876
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$796M
|
-$14.5M
|
-2%
|
2.47%
|
34%
|
114
|
14.91%
|
|
|
1877
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$795M
|
-$15.1M
|
-2%
|
6.43%
|
49.7%
|
140
|
32.14%
|
|
|
1878
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$795M
|
-$7.99M
|
-1%
|
5.46%
|
76.6%
|
177
|
10.73%
|
|
|
1879
|
Cavalry Management Group
San Francisco,
California
|
$795M
|
-$276M
|
-26%
|
4.28%
|
59.6%
|
44
|
45.45%
|
|
|
1880
|
GM Advisory Group
Melville,
New York
|
$795M
|
+$154M
|
+24%
|
3.88%
|
53.6%
|
203
|
21.67%
|
|
|
1881
|
Maple Capital Management
Montpelier,
Vermont
|
$793M
|
+$33.6M
|
+4%
|
4.56%
|
100%
|
98
|
7.14%
|
|
|
1882
|
Portfolio Solutions
Royal Oak,
Michigan
|
$792M
|
+$9.06M
|
+1%
|
6.3%
|
11.6%
|
57
|
8.77%
|
|
|
1883
|
Roundview Capital
Princeton,
New Jersey
|
$792M
|
-$43M
|
-5%
|
4.28%
|
77.7%
|
290
|
11.03%
|
|
|
1884
|
Hollencrest Capital Management
Newport Beach,
California
|
$792M
|
-$61.2M
|
-7%
|
5.12%
|
85.6%
|
362
|
14.64%
|
|
|
1885
|
Adero Partners
Pleasanton,
California
|
$791M
|
+$86.3M
|
+12%
|
4.52%
|
27.7%
|
166
|
16.87%
|
|
|
1886
|
Howard Capital Management Group
Los Angeles,
California
|
$791M
|
-$60.6M
|
-7%
|
5.79%
|
95.9%
|
102
|
7.84%
|
|
|
1887
|
Wealthcare Capital Management
Richmond,
Virginia
|
$791M
|
-$122M
|
-13%
|
5.84%
|
41.4%
|
69
|
13.04%
|
|
|
1888
|
Bain Capital Venture Investors
Boston,
Massachusetts
|
$790M
|
+$87.9M
|
+13%
|
47.8%
|
34.2%
|
8
|
37.5%
|
|
|
1889
|
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
$790M
|
+$28M
|
+4%
|
3.91%
|
–
|
488
|
5.53%
|
|
|
1890
|
Marco Investment Management
Atlanta,
Georgia
|
$789M
|
-$70.7M
|
-8%
|
5.02%
|
127%
|
199
|
6.03%
|
|
|
1891
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$787M
|
-$38.2M
|
-5%
|
5.39%
|
12.6%
|
285
|
5.61%
|
|
|
1892
|
Washington Trust Bank
Spokane,
Washington
|
$787M
|
+$7.94M
|
+1%
|
5.31%
|
80.5%
|
225
|
10.22%
|
|
|
1893
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$786M
|
-$48.5M
|
-6%
|
5.49%
|
69%
|
200
|
11.5%
|
|
|
1894
|
Lincluden Management
Mississauga,
Ontario, Canada
|
$785M
|
-$129M
|
-14%
|
10.5%
|
56.6%
|
71
|
5.63%
|
|
|
1895
|
Poplar Forest Capital
Pasadena,
California
|
$784M
|
-$86.7M
|
-10%
|
7.47%
|
30%
|
54
|
7.41%
|
|
|
1896
|
Private Wealth Partners
Mill Valley,
California
|
$783M
|
-$77.7M
|
-9%
|
5.73%
|
112%
|
80
|
11.25%
|
|
|
1897
|
Bell Bank
Fargo,
North Dakota
|
$782M
|
-$53.6M
|
-6%
|
7.78%
|
64.3%
|
210
|
18.1%
|
|
|
1898
|
Greenbrier Partners Capital Management
Dallas,
Texas
|
$782M
|
-$31.6M
|
-4%
|
2.87%
|
96.1%
|
15
|
6.67%
|
|
|
1899
|
Kingdon Capital Management
New York
|
$782M
|
+$192M
|
+33%
|
0.24%
|
217%
|
93
|
61.29%
|
|
|
1900
|
Tran Capital Management
San Rafael,
California
|
$782M
|
-$93.6M
|
-11%
|
7.84%
|
149%
|
41
|
17.07%
|
|