|
1901
|
Reilly Financial Advisors
La Mesa,
California
|
$360M
|
+$21.9M
|
+6%
|
5.69%
|
99%
|
871
|
22.27%
|
|
|
1902
|
Bowling Portfolio Management
Cincinnati,
Ohio
|
$360M
|
+$17.7M
|
+5%
|
7.28%
|
45.7%
|
122
|
36.89%
|
|
|
1903
|
CapWealth Advisors
Franklin,
Tennessee
|
$359M
|
+$16.8M
|
+5%
|
11%
|
143%
|
531
|
21.85%
|
|
|
1904
|
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
$359M
|
-$1.59M
|
-0.4%
|
8.54%
|
209%
|
48
|
60.42%
|
|
|
1905
|
FBL Investment Management Services
West Des Moines,
Iowa
|
$358M
|
+$75.8M
|
+27%
|
1.43%
|
16.6%
|
72
|
29.17%
|
|
|
1906
|
Tompkins Financial
Ithaca,
New York
|
$358M
|
+$27.2M
|
+8%
|
4.75%
|
74.1%
|
505
|
16.44%
|
|
|
1907
|
White Mountains Insurance Group
Hanover,
New Hampshire
|
$358M
|
+$36.8M
|
+11%
|
11.5%
|
105%
|
2
|
0%
|
|
|
1908
|
ClearArc Capital
Cincinnati,
Ohio
|
$358M
|
-$15.6M
|
-4%
|
5.1%
|
63.4%
|
399
|
10.78%
|
|
|
1909
|
First Long Island Investors
Jericho,
New York
|
$357M
|
+$39.9M
|
+13%
|
6.95%
|
85.5%
|
54
|
14.81%
|
|
|
1910
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$356M
|
-$4.37M
|
-1%
|
3.05%
|
80.9%
|
368
|
84.78%
|
|
|
1911
|
|
$356M
|
+$129M
|
+57%
|
8.65%
|
506%
|
23
|
65.22%
|
|
|
1912
|
M&R Capital Management
Summit,
New Jersey
|
$356M
|
+$8.91M
|
+3%
|
4.8%
|
52.6%
|
201
|
7.96%
|
|
|
1913
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$356M
|
+$46.4M
|
+15%
|
6.78%
|
125%
|
153
|
12.42%
|
|
|
1914
|
Adell Harriman & Carpenter
Houston,
Texas
|
$355M
|
+$76.2M
|
+27%
|
5.5%
|
176%
|
134
|
14.18%
|
|
|
1915
|
Connable Office Inc
Kalamazoo,
Michigan
|
$355M
|
+$4.68M
|
+1%
|
7.87%
|
68.3%
|
267
|
16.48%
|
|
|
1916
|
Davidson & Garrard
Lynchburg,
Virginia
|
$355M
|
+$19.3M
|
+6%
|
3.68%
|
25.2%
|
194
|
12.89%
|
|
|
1917
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$355M
|
+$41.2M
|
+13%
|
2.29%
|
93%
|
143
|
17.48%
|
|
|
1918
|
MPM Asset Management
Boston,
Massachusetts
|
$355M
|
+$129M
|
+57%
|
48.3%
|
5.89%
|
11
|
9.09%
|
|
|
1919
|
Professional Advisory Services
Vero Beach,
Florida
|
$355M
|
+$19.8M
|
+6%
|
4.17%
|
61.8%
|
49
|
10.2%
|
|
|
1920
|
Old Mutual Customised Solutions
Pinelands,
South Africa
|
$354M
|
+$9.21M
|
+3%
|
7.71%
|
49.7%
|
1,666
|
54.08%
|
|
|
1921
|
Dalton Investments
Las Vegas,
Nevada
|
$354M
|
-$60.5M
|
-15%
|
12.6%
|
95.1%
|
78
|
29.49%
|
|
|
1922
|
Vigilant Capital Management
Portland,
Maine
|
$353M
|
+$17.5M
|
+5%
|
5.12%
|
48.8%
|
252
|
16.27%
|
|
|
1923
|
Harvey Investment Company
Louisville,
Kentucky
|
$353M
|
+$20M
|
+6%
|
5.55%
|
48.4%
|
89
|
6.74%
|
|
|
1924
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$353M
|
+$17.8M
|
+5%
|
4.31%
|
95.1%
|
89
|
13.48%
|
|
|
1925
|
ProVise Management Group
Clearwater,
Florida
|
$353M
|
+$14.3M
|
+4%
|
3.91%
|
66.8%
|
351
|
23.65%
|
|