|
1901
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1.17B
|
+$172M
|
+17%
|
6.01%
|
62.8%
|
934
|
22.27%
|
|
|
1902
|
DNCA Finance
Paris,
France
|
$1.17B
|
+$816K
|
+0.1%
|
10.4%
|
–
|
130
|
10.77%
|
|
|
1903
|
1900 Wealth Management
San Antonio,
Texas
|
$1.17B
|
+$97.2M
|
+9%
|
5.49%
|
55.2%
|
226
|
3.54%
|
|
|
1904
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.17B
|
-$51.6M
|
-4%
|
5.8%
|
85.3%
|
840
|
29.76%
|
|
|
1905
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$1.16B
|
+$65.6M
|
+6%
|
6.53%
|
113%
|
236
|
6.78%
|
|
|
1906
|
Mangrove Partners
Greenwich,
Connecticut
|
$1.16B
|
-$141M
|
-11%
|
16%
|
185%
|
202
|
50.5%
|
|
|
1907
|
Atalan Capital Partners
New York
|
$1.16B
|
+$90.3M
|
+8%
|
14%
|
319%
|
10
|
20%
|
|
|
1908
|
BTG Pactual Asset Management US
New York
|
$1.16B
|
+$484M
|
+71%
|
7.25%
|
–
|
276
|
65.22%
|
|
|
1909
|
Howe & Rusling
Rochester,
New York
|
$1.16B
|
+$66.4M
|
+6%
|
5.19%
|
82%
|
426
|
18.54%
|
|
|
1910
|
L1 Capital
Melbourne VIC 3000,
Australia
|
$1.16B
|
+$67.8M
|
+6%
|
4.39%
|
127%
|
13
|
46.15%
|
|
|
1911
|
|
$1.16B
|
+$98.6M
|
+9%
|
12.8%
|
267%
|
38
|
13.16%
|
|
|
1912
|
Angeles Wealth Management
Santa Monica,
California
|
$1.16B
|
+$95.5M
|
+9%
|
5.72%
|
70.4%
|
356
|
22.19%
|
|
|
1913
|
Delta Asset Management
Memphis,
Tennessee
|
$1.16B
|
+$54.4M
|
+5%
|
8.14%
|
53.8%
|
639
|
4.38%
|
|
|
1914
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$1.16B
|
+$72.5M
|
+7%
|
7.8%
|
87.6%
|
689
|
8.27%
|
|
|
1915
|
Jackson Square Partners
Larkspur,
California
|
$1.16B
|
-$480M
|
-29%
|
5.73%
|
102%
|
95
|
34.74%
|
|
|
1916
|
Abrams Bison Investments
Bethesda,
Maryland
|
$1.16B
|
+$139M
|
+14%
|
10.4%
|
170%
|
10
|
0%
|
|
|
1917
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.16B
|
+$77.6M
|
+7%
|
6.18%
|
45.6%
|
165
|
16.97%
|
|
|
1918
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$1.16B
|
+$141M
|
+14%
|
5.49%
|
98%
|
272
|
13.97%
|
|
|
1919
|
Marco Investment Management
Atlanta,
Georgia
|
$1.16B
|
+$73.3M
|
+7%
|
6.65%
|
127%
|
231
|
11.26%
|
|
|
1920
|
Grassi Investment Management
Santa Clara,
California
|
$1.16B
|
+$29.5M
|
+3%
|
3.88%
|
170%
|
135
|
8.89%
|
|
|
1921
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$1.16B
|
+$112M
|
+11%
|
6.85%
|
80%
|
783
|
7.66%
|
|
|
1922
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.16B
|
+$77.4M
|
+7%
|
6.48%
|
76.5%
|
664
|
13.86%
|
|
|
1923
|
Hamilton Capital Partners (Canada)
Toronto,
|
$1.16B
|
+$222M
|
+24%
|
5.81%
|
143%
|
187
|
11.76%
|
|
|
1924
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.15B
|
+$69.6M
|
+6%
|
7.86%
|
57.9%
|
285
|
9.47%
|
|
|
1925
|
City of London Investment Management
London,
United Kingdom
|
$1.15B
|
-$17.7M
|
-2%
|
5.91%
|
102%
|
102
|
24.51%
|
|