|
1901
|
Trinity Street Asset Management
London,
United Kingdom
|
$440M
|
+$23.7M
|
+6%
|
5.94%
|
78.9%
|
15
|
6.67%
|
|
|
1902
|
StepStone Group
La Jolla,
California
|
$439M
|
+$13.3M
|
+3%
|
7.39%
|
92.1%
|
17
|
17.65%
|
|
|
1903
|
Quantum Capital Management (California)
San Francisco,
California
|
$439M
|
-$68.3M
|
-13%
|
6.83%
|
53.7%
|
196
|
21.94%
|
|
|
1904
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$439M
|
+$27.1M
|
+7%
|
6.64%
|
116%
|
174
|
19.54%
|
|
|
1905
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$439M
|
+$25.3M
|
+6%
|
6.37%
|
55.1%
|
151
|
9.27%
|
|
|
1906
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$438M
|
+$13.7M
|
+3%
|
7.25%
|
59.8%
|
291
|
53.26%
|
|
|
1907
|
Bridges Investment Counsel
Omaha,
Nebraska
|
$437M
|
+$3.31M
|
+0.8%
|
4.16%
|
33.7%
|
160
|
3.75%
|
|
|
1908
|
Cobiz Wealth
Denver,
Colorado
|
$437M
|
+$7.53M
|
+2%
|
5.38%
|
54%
|
136
|
11.03%
|
|
|
1909
|
Efficient Advisors
Mason,
Ohio
|
$437M
|
+$4.59M
|
+1%
|
0.27%
|
30.6%
|
29
|
0%
|
|
|
1910
|
Partners Group Holding
Baar-Zug,
Switzerland
|
$437M
|
-$20.8M
|
-5%
|
3.75%
|
35.5%
|
54
|
29.63%
|
|
|
1911
|
TD Capital Management
Memphis,
Tennessee
|
$437M
|
-$2.99M
|
-0.7%
|
1.37%
|
33.9%
|
169
|
10.06%
|
|
|
1912
|
Appleton Partners
Boston,
Massachusetts
|
$437M
|
+$8.54M
|
+2%
|
4.87%
|
101%
|
198
|
13.13%
|
|
|
1913
|
Brighton Jones LLC
Seattle,
Washington
|
$437M
|
-$8.54M
|
-2%
|
2.09%
|
81%
|
222
|
17.57%
|
|
|
1914
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$437M
|
+$20.1M
|
+5%
|
5.02%
|
85.7%
|
165
|
9.7%
|
|
|
1915
|
NBW Capital
Boston,
Massachusetts
|
$436M
|
-$29.7M
|
-6%
|
2.44%
|
86%
|
87
|
14.94%
|
|
|
1916
|
Mazama Capital Management
Portland,
Oregon
|
$435M
|
+$42.3M
|
+11%
|
7.4%
|
–
|
338
|
36.69%
|
|
|
1917
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$434M
|
+$12.2M
|
+3%
|
2.52%
|
51.4%
|
368
|
18.21%
|
|
|
1918
|
300 North Capital
Pasadena,
California
|
$434M
|
+$57.5M
|
+15%
|
9.48%
|
–
|
129
|
22.48%
|
|
|
1919
|
Catawba Capital Management
Roanoke,
Virginia
|
$433M
|
+$3.57M
|
+0.8%
|
4.99%
|
33.1%
|
267
|
14.61%
|
|
|
1920
|
Dean Investment Associates
Beavercreek,
Ohio
|
$432M
|
+$21M
|
+5%
|
5.72%
|
46.9%
|
259
|
29.34%
|
|
|
1921
|
Davidson & Garrard
Lynchburg,
Virginia
|
$432M
|
+$20.3M
|
+5%
|
2.31%
|
25.2%
|
197
|
11.68%
|
|
|
1922
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$432M
|
-$172M
|
-28%
|
4.74%
|
46.7%
|
678
|
32.74%
|
|
|
1923
|
Cypress Capital Group
Palm Beach,
Florida
|
$431M
|
+$10.6M
|
+3%
|
5.59%
|
83.9%
|
228
|
17.11%
|
|
|
1924
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$431M
|
+$47.6M
|
+12%
|
8.24%
|
47.1%
|
846
|
13.12%
|
|
|
1925
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$431M
|
+$30.3M
|
+8%
|
4.74%
|
19.7%
|
1,086
|
14.46%
|
|