|
1901
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$1.02B
|
+$73.8M
|
+8%
|
9.03%
|
116%
|
173
|
11.56%
|
|
|
1902
|
Marco Investment Management
Atlanta,
Georgia
|
$1.02B
|
+$110M
|
+12%
|
14.2%
|
92.8%
|
228
|
9.65%
|
|
|
1903
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$1.02B
|
+$5.12M
|
+0.5%
|
5.66%
|
65.9%
|
133
|
9.77%
|
|
|
1904
|
PFG Advisors
Phoenix,
Arizona
|
$1.02B
|
+$111M
|
+12%
|
8.99%
|
77.4%
|
552
|
13.77%
|
|
|
1905
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$1.01B
|
+$114M
|
+13%
|
5.34%
|
46.3%
|
199
|
12.56%
|
|
|
1906
|
Alpine Woods Capital Investors
Purchase,
New York
|
$1.01B
|
+$78.1M
|
+8%
|
11.2%
|
91.1%
|
233
|
16.74%
|
|
|
1907
|
Western Wealth Management
Golden,
Colorado
|
$1.01B
|
–
|
–
|
9.8%
|
70.1%
|
594
|
–
|
|
|
1908
|
SPT Invest Management Sarl
Contern,
Luxembourg
|
$1.01B
|
-$337M
|
-25%
|
18.2%
|
–
|
2
|
0%
|
|
|
1909
|
American Assets Capital Advisers
San Diego,
California
|
$1.01B
|
+$177M
|
+21%
|
10.7%
|
73.5%
|
33
|
18.18%
|
|
|
1910
|
BTC Capital Management
Des Moines,
Iowa
|
$1.01B
|
+$120M
|
+14%
|
10.1%
|
–
|
262
|
24.43%
|
|
|
1911
|
Essex Financial Services
Essex,
Connecticut
|
$1.01B
|
+$137M
|
+16%
|
10.9%
|
73.2%
|
520
|
15.96%
|
|
|
1912
|
SB Management
Abu Dhabi,
United Arab Emirates
|
$1.01B
|
+$35.5M
|
+4%
|
21.1%
|
–
|
35
|
40%
|
|
|
1913
|
Central Securities
New York
|
$1.01B
|
+$62.9M
|
+7%
|
7.29%
|
84.7%
|
32
|
3.13%
|
|
|
1914
|
Smith Graham & Co Investment Advisors
Houston,
Texas
|
$1.01B
|
+$10.5M
|
+1%
|
7.75%
|
56.9%
|
143
|
2.8%
|
|
|
1915
|
Executive Wealth Management
Brighton,
Michigan
|
$1B
|
+$98.7M
|
+11%
|
8.54%
|
18.4%
|
208
|
15.87%
|
|
|
1916
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1B
|
+$101M
|
+11%
|
10.3%
|
69%
|
223
|
20.18%
|
|
|
1917
|
Fernbridge Capital Management
Los Angeles,
California
|
$1B
|
+$182M
|
+22%
|
1.24%
|
27.9%
|
24
|
45.83%
|
|
|
1918
|
MIG Capital
Newport Beach,
California
|
$1B
|
-$37.9M
|
-4%
|
1.47%
|
118%
|
28
|
32.14%
|
|
|
1919
|
Ashford Capital Management
Wilmington,
Delaware
|
$1B
|
-$97.7M
|
-9%
|
2.43%
|
111%
|
118
|
15.25%
|
|
|
1920
|
Roundview Capital
Princeton,
New Jersey
|
$1B
|
+$95.5M
|
+11%
|
8.47%
|
63.2%
|
309
|
11.97%
|
|
|
1921
|
Grassi Investment Management
Santa Clara,
California
|
$1B
|
+$112M
|
+13%
|
14.9%
|
170%
|
155
|
14.19%
|
|
|
1922
|
Southernsun Asset Management
Memphis,
Tennessee
|
$1B
|
+$53.4M
|
+6%
|
8.86%
|
45.7%
|
35
|
11.43%
|
|
|
1923
|
SP Asset Management
Cupertino,
California
|
$1,000M
|
+$42.9M
|
+4%
|
6.45%
|
82.9%
|
133
|
11.28%
|
|
|
1924
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$1,000M
|
+$98.6M
|
+11%
|
9.59%
|
85.9%
|
664
|
6.48%
|
|
|
1925
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$999M
|
+$23.3M
|
+2%
|
12.3%
|
101%
|
309
|
14.24%
|
|