|
1901
|
Jacobs & Co
San Francisco,
California
|
$617M
|
-$2.92M
|
-0.5%
|
2.62%
|
92.2%
|
139
|
5.04%
|
|
|
1902
|
Asahi Life Asset Management
Tokyo,
Japan
|
$616M
|
+$116M
|
+23%
|
1.63%
|
122%
|
291
|
47.77%
|
|
|
1903
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$616M
|
+$381M
|
+162%
|
6.81%
|
60.7%
|
665
|
71.73%
|
|
|
1904
|
Ritholtz Wealth Management
New York
|
$616M
|
+$30.3M
|
+5%
|
0.36%
|
93%
|
149
|
8.72%
|
|
|
1905
|
AH Equity Partners III
Menlo Park,
California
|
$616M
|
-$376M
|
-38%
|
37.3%
|
42.6%
|
3
|
0%
|
|
|
1906
|
Wellington Shields Capital Management
New York
|
$615M
|
+$11.1M
|
+2%
|
1.36%
|
137%
|
296
|
16.22%
|
|
|
1907
|
MCF Advisors
Covington,
Kentucky
|
$614M
|
+$9.61M
|
+2%
|
0.7%
|
50.2%
|
475
|
5.68%
|
|
|
1908
|
Adams Asset Advisors
Dallas,
Texas
|
$614M
|
-$33.6M
|
-5%
|
6.09%
|
63.2%
|
111
|
27.03%
|
|
|
1909
|
Cantor Fitzgerald Investment Advisors
New York
|
$614M
|
-$25.6M
|
-4%
|
0.28%
|
–
|
58
|
12.07%
|
|
|
1910
|
Arden Trust
Wilmington,
Delaware
|
$613M
|
+$21.4M
|
+4%
|
1.25%
|
22.5%
|
383
|
16.19%
|
|
|
1911
|
Gratus Capital
Atlanta,
Georgia
|
$613M
|
-$47K
|
-0%
|
2.78%
|
51.4%
|
183
|
9.29%
|
|
|
1912
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$612M
|
+$36M
|
+6%
|
1.55%
|
25.6%
|
172
|
11.63%
|
|
|
1913
|
Washington Trust Bank
Spokane,
Washington
|
$611M
|
-$3.75M
|
-0.6%
|
1.25%
|
80.5%
|
198
|
9.6%
|
|
|
1914
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$611M
|
+$56.2M
|
+10%
|
0.29%
|
46.9%
|
12
|
0%
|
|
|
1915
|
Baskin Financial Services
Toronto,
Ontario, Canada
|
$611M
|
+$24M
|
+4%
|
2.51%
|
60%
|
46
|
13.04%
|
|
|
1916
|
Presima Securities
Montreal,
Quebec, Canada
|
$610M
|
-$18.1M
|
-3%
|
4.64%
|
10.3%
|
37
|
2.7%
|
|
|
1917
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$610M
|
-$122M
|
-17%
|
1.93%
|
49.3%
|
52
|
1.92%
|
|
|
1918
|
CCM Investment Advisers
Columbia,
South Carolina
|
$609M
|
+$14.5M
|
+2%
|
3.52%
|
170%
|
73
|
13.7%
|
|
|
1919
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$609M
|
+$14.7M
|
+2%
|
0.56%
|
80.6%
|
109
|
4.59%
|
|
|
1920
|
Global Retirement Partners
San Rafael,
California
|
$608M
|
+$86.1M
|
+16%
|
1.09%
|
–
|
1,749
|
12.52%
|
|
|
1921
|
Greenbrier Partners Capital Management
Dallas,
Texas
|
$608M
|
+$11.3M
|
+2%
|
3.44%
|
96.1%
|
15
|
0%
|
|
|
1922
|
Avidian Wealth Enterprises
Houston,
Texas
|
$607M
|
+$184M
|
+44%
|
0.03%
|
63.7%
|
212
|
41.51%
|
|
|
1923
|
PSquared Asset Management
Zurich,
Switzerland
|
$607M
|
+$190M
|
+45%
|
2.52%
|
178%
|
8
|
62.5%
|
|
|
1924
|
Clark Estates Inc
New York
|
$607M
|
-$18.7M
|
-3%
|
0.27%
|
34.5%
|
98
|
14.29%
|
|
|
1925
|
Citizens Business Bank
Ontario,
California
|
$606M
|
+$2.24M
|
+0.4%
|
1.63%
|
108%
|
260
|
8.46%
|
|