|
1901
|
Grassi Investment Management
Santa Clara,
California
|
$1.11B
|
+$152M
|
+16%
|
24.6%
|
170%
|
127
|
5.51%
|
|
|
1902
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.1B
|
+$48.8M
|
+5%
|
6.82%
|
55.5%
|
133
|
12.03%
|
|
|
1903
|
Partners Group Holding
Baar-Zug,
Switzerland
|
$1.1B
|
-$72.1M
|
-6%
|
3.07%
|
23.3%
|
50
|
10%
|
|
|
1904
|
Linonia Partnership
New York
|
$1.1B
|
+$343M
|
+45%
|
14.1%
|
–
|
11
|
9.09%
|
|
|
1905
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$1.1B
|
+$91.4M
|
+9%
|
5.93%
|
45.2%
|
151
|
7.28%
|
|
|
1906
|
Maple Capital Management
Montpelier,
Vermont
|
$1.1B
|
+$99.9M
|
+10%
|
13.1%
|
100%
|
109
|
11.01%
|
|
|
1907
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$1.1B
|
+$65.1M
|
+6%
|
9.89%
|
97.1%
|
619
|
13.89%
|
|
|
1908
|
Vicus Capital
State College,
Pennsylvania
|
$1.1B
|
+$109M
|
+11%
|
6.88%
|
59.6%
|
289
|
31.49%
|
|
|
1909
|
1900 Wealth Management
San Antonio,
Texas
|
$1.1B
|
+$7.33M
|
+0.7%
|
7.77%
|
55.2%
|
298
|
22.48%
|
|
|
1910
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$1.1B
|
+$119M
|
+12%
|
10.6%
|
68.9%
|
182
|
10.44%
|
|
|
1911
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$1.09B
|
+$69.2M
|
+7%
|
6.54%
|
48.3%
|
27
|
0%
|
|
|
1912
|
BTC Capital Management
Des Moines,
Iowa
|
$1.09B
|
–
|
–
|
10.5%
|
–
|
225
|
–
|
|
|
1913
|
a16z Perennial Management
Menlo Park,
California
|
$1.09B
|
+$428M
|
+64%
|
28.1%
|
–
|
49
|
28.57%
|
|
|
1914
|
Francisco Partners Management
San Francisco,
California
|
$1.09B
|
-$3.63M
|
-0.3%
|
10.3%
|
14.3%
|
8
|
0%
|
|
|
1915
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$1.09B
|
+$46.6M
|
+4%
|
9.64%
|
87.6%
|
687
|
6.99%
|
|
|
1916
|
|
$1.09B
|
+$192M
|
+21%
|
5.55%
|
52.2%
|
4
|
0%
|
|
|
1917
|
Neumeier Poma Investment Counsel
Carmel,
California
|
$1.09B
|
-$32M
|
-3%
|
12.5%
|
229%
|
43
|
13.95%
|
|
|
1918
|
Stack Financial Management
Whitefish,
Montana
|
$1.09B
|
+$204M
|
+23%
|
8.54%
|
58.4%
|
48
|
16.67%
|
|
|
1919
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$1.09B
|
+$197M
|
+22%
|
10.9%
|
85.3%
|
142
|
19.72%
|
|
|
1920
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$1.09B
|
+$389M
|
+56%
|
14.5%
|
96.5%
|
252
|
45.24%
|
|
|
1921
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$1.09B
|
+$17M
|
+2%
|
4.89%
|
53.7%
|
194
|
10.82%
|
|
|
1922
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$1.09B
|
+$66.1M
|
+6%
|
8.24%
|
28.2%
|
153
|
9.15%
|
|
|
1923
|
Coliseum Capital Management
Rowayton,
Connecticut
|
$1.08B
|
-$162M
|
-13%
|
14%
|
41.1%
|
11
|
0%
|
|
|
1924
|
Essex Financial Services
Essex,
Connecticut
|
$1.08B
|
+$117M
|
+12%
|
9.3%
|
87.7%
|
559
|
12.52%
|
|
|
1925
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$1.08B
|
+$6.85M
|
+0.6%
|
7.57%
|
74.5%
|
417
|
17.27%
|
|