|
1901
|
Newtyn Management
New York
|
$432M
|
+$37.2M
|
+9%
|
5.3%
|
52%
|
20
|
35%
|
|
|
1902
|
Middleton & Co
Boston,
Massachusetts
|
$431M
|
-$16.9M
|
-4%
|
0.53%
|
63.4%
|
162
|
6.79%
|
|
|
1903
|
Strategic Financial Services
Utica,
New York
|
$430M
|
+$49.4M
|
+13%
|
2.38%
|
46.5%
|
98
|
7.14%
|
|
|
1904
|
BTR Capital Management
Oakland,
California
|
$430M
|
-$9.8M
|
-2%
|
1.5%
|
35%
|
173
|
11.56%
|
|
|
1905
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$430M
|
-$10.2M
|
-2%
|
6.82%
|
97.9%
|
175
|
12%
|
|
|
1906
|
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
|
$430M
|
-$15.9M
|
-4%
|
0.29%
|
38.8%
|
93
|
7.53%
|
|
|
1907
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$428M
|
+$21.1M
|
+5%
|
1.24%
|
54.9%
|
153
|
17.65%
|
|
|
1908
|
Evensky & Katz
Coral Gables,
Florida
|
$428M
|
+$10.3M
|
+2%
|
1.5%
|
57.1%
|
50
|
4%
|
|
|
1909
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$427M
|
+$10M
|
+2%
|
3.31%
|
28.2%
|
136
|
22.06%
|
|
|
1910
|
Bulldog Investors
Saddle Brook,
New Jersey
|
$427M
|
-$47.4M
|
-10%
|
0.17%
|
20.9%
|
115
|
42.61%
|
|
|
1911
|
Ziff Brothers Investments
New York
|
$427M
|
+$66.2M
|
+18%
|
4.86%
|
–
|
22
|
59.09%
|
|
|
1912
|
Red Mountain Capital Partners
Los Angeles,
California
|
$427M
|
+$46.5M
|
+12%
|
22.5%
|
37.4%
|
8
|
0%
|
|
|
1913
|
Gupta Wealth Management
San Diego,
California
|
$427M
|
+$33.4M
|
+8%
|
2.68%
|
–
|
1,384
|
25.87%
|
|
|
1914
|
ARS Investment Partners
New York
|
$427M
|
+$804K
|
+0.2%
|
2.18%
|
260%
|
93
|
16.13%
|
|
|
1915
|
John G. Ullman & Associates
Corning,
New York
|
$426M
|
-$26.3M
|
-6%
|
5.31%
|
108%
|
120
|
16.67%
|
|
|
1916
|
Hikari Tsushin Inc
Tokyo,
Japan
|
$426M
|
+$37.2M
|
+10%
|
3.13%
|
64%
|
36
|
11.11%
|
|
|
1917
|
McDaniel Terry & Co
Austin,
Texas
|
$425M
|
+$41.4M
|
+11%
|
6.33%
|
52.9%
|
50
|
12%
|
|
|
1918
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$425M
|
+$41.7M
|
+11%
|
0.61%
|
50.7%
|
262
|
23.28%
|
|
|
1919
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$424M
|
+$7.21M
|
+2%
|
1.89%
|
–
|
510
|
14.12%
|
|
|
1920
|
Professional Advisory Services
Vero Beach,
Florida
|
$423M
|
+$3.79M
|
+0.9%
|
2.8%
|
61.8%
|
60
|
8.33%
|
|
|
1921
|
Auxier Asset Management
Aurora,
Oregon
|
$422M
|
-$18.9M
|
-4%
|
0.81%
|
58.4%
|
149
|
7.38%
|
|
|
1922
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$422M
|
+$13.4M
|
+3%
|
2.59%
|
64.3%
|
155
|
14.84%
|
|
|
1923
|
Caprock Group
Boise,
Idaho
|
$422M
|
+$247M
|
+141%
|
0.96%
|
–
|
358
|
80.45%
|
|
|
1924
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$422M
|
-$17.8M
|
-4%
|
0.28%
|
58.6%
|
180
|
18.89%
|
|
|
1925
|
|
$421M
|
+$4.23M
|
+1%
|
3.21%
|
72.6%
|
120
|
13.33%
|
|