|
1901
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$400M
|
+$19.3M
|
+5%
|
4.62%
|
32.5%
|
27
|
3.7%
|
|
|
1902
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$399M
|
+$30.8M
|
+8%
|
5.49%
|
42.3%
|
85
|
22.35%
|
|
|
1903
|
|
$399M
|
+$56.2M
|
+16%
|
12.8%
|
10.2%
|
60
|
31.67%
|
|
|
1904
|
Parkwood LLC
Cleveland,
Ohio
|
$399M
|
–
|
–
|
7.89%
|
85.8%
|
605
|
–
|
|
|
1905
|
Index Management Solutions
Philadelphia,
Pennsylvania
|
$398M
|
+$62.1M
|
+18%
|
6.13%
|
–
|
716
|
11.87%
|
|
|
1906
|
Cambrian Capital
San Francisco,
California
|
$398M
|
-$61.1M
|
-13%
|
3.81%
|
17.3%
|
62
|
22.58%
|
|
|
1907
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$398M
|
+$29.6M
|
+8%
|
5.81%
|
71.8%
|
241
|
33.2%
|
|
|
1908
|
Seneca Capital Investments
New York
|
$398M
|
+$164M
|
+70%
|
14%
|
–
|
55
|
56.36%
|
|
|
1909
|
Motley Fool Asset Management
Alexandria,
Virginia
|
$398M
|
+$61.8M
|
+18%
|
9.16%
|
95.5%
|
88
|
18.18%
|
|
|
1910
|
Howe & Rusling
Rochester,
New York
|
$397M
|
+$123M
|
+45%
|
10.9%
|
66.1%
|
962
|
24.74%
|
|
|
1911
|
Alden Global Capital (Jersey)
St. Helier,
Jersey
|
$397M
|
+$122M
|
+44%
|
7%
|
–
|
38
|
73.68%
|
|
|
1912
|
CapWealth Advisors
Franklin,
Tennessee
|
$397M
|
+$37.2M
|
+10%
|
8.59%
|
128%
|
475
|
20.21%
|
|
|
1913
|
Foster & Motley
Cincinnati,
Ohio
|
$396M
|
+$21.6M
|
+6%
|
7.16%
|
56.8%
|
166
|
13.25%
|
|
|
1914
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$396M
|
+$20.1M
|
+5%
|
9.34%
|
50.7%
|
58
|
3.45%
|
|
|
1915
|
McDaniel Terry & Co
Austin,
Texas
|
$396M
|
+$31.2M
|
+9%
|
8.35%
|
52.9%
|
51
|
5.88%
|
|
|
1916
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$396M
|
+$40.9M
|
+12%
|
4.84%
|
79.7%
|
141
|
14.18%
|
|
|
1917
|
First Long Island Investors
Jericho,
New York
|
$395M
|
+$38.9M
|
+11%
|
11.4%
|
65.5%
|
56
|
12.5%
|
|
|
1918
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$395M
|
+$42.1M
|
+12%
|
9.21%
|
95.1%
|
91
|
8.79%
|
|
|
1919
|
Provident Investment Management
Novi,
Michigan
|
$394M
|
+$27.4M
|
+7%
|
9.64%
|
59.5%
|
49
|
6.12%
|
|
|
1920
|
Davidson & Garrard
Lynchburg,
Virginia
|
$394M
|
+$39.2M
|
+11%
|
8.72%
|
25.2%
|
203
|
10.34%
|
|
|
1921
|
Constellation Investments
Montgomery,
Ohio
|
$393M
|
+$67.6M
|
+21%
|
11.2%
|
–
|
387
|
10.59%
|
|
|
1922
|
Acertus Capital Management
Morristown,
New Jersey
|
$392M
|
–
|
–
|
9.85%
|
23.5%
|
4
|
–
|
|
|
1923
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$392M
|
+$35.5M
|
+10%
|
9.03%
|
73.4%
|
66
|
16.67%
|
|
|
1924
|
ACG Wealth
Atlanta,
Georgia
|
$391M
|
+$149M
|
+62%
|
11.6%
|
45.5%
|
186
|
55.38%
|
|
|
1925
|
Partners Group Holding
Baar-Zug,
Switzerland
|
$390M
|
+$30M
|
+8%
|
5.03%
|
35.5%
|
56
|
41.07%
|
|