|
1901
|
Marco Investment Management
Atlanta,
Georgia
|
$1.16B
|
+$73.3M
|
+7%
|
6.65%
|
92.8%
|
231
|
11.26%
|
|
|
1902
|
Grassi Investment Management
Santa Clara,
California
|
$1.16B
|
+$29.5M
|
+3%
|
3.88%
|
170%
|
135
|
8.89%
|
|
|
1903
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$1.16B
|
+$112M
|
+11%
|
6.85%
|
68.3%
|
783
|
7.66%
|
|
|
1904
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.16B
|
+$77.4M
|
+7%
|
6.48%
|
76.5%
|
664
|
13.86%
|
|
|
1905
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.15B
|
+$69.6M
|
+6%
|
7.86%
|
50.9%
|
285
|
9.47%
|
|
|
1906
|
City of London Investment Management
London,
United Kingdom
|
$1.15B
|
-$17.7M
|
-2%
|
5.91%
|
58.4%
|
102
|
24.51%
|
|
|
1907
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$1.15B
|
+$68.8M
|
+6%
|
5.87%
|
60.3%
|
205
|
11.71%
|
|
|
1908
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$1.15B
|
+$75.4M
|
+7%
|
8.34%
|
88.5%
|
167
|
4.79%
|
|
|
1909
|
Oak Ridge Investments
Chicago,
Illinois
|
$1.15B
|
+$97.2M
|
+9%
|
5.74%
|
208%
|
166
|
20.48%
|
|
|
1910
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$1.15B
|
+$46.3M
|
+4%
|
13.2%
|
53.1%
|
127
|
14.96%
|
|
|
1911
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$1.14B
|
+$82.4M
|
+8%
|
5.58%
|
41.3%
|
729
|
34.57%
|
|
|
1912
|
American Assets Investment Management
San Diego,
California
|
$1.14B
|
+$74M
|
+7%
|
7.79%
|
413%
|
163
|
3.07%
|
|
|
1913
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$1.14B
|
+$64.8M
|
+6%
|
7.59%
|
61.9%
|
484
|
11.98%
|
|
|
1914
|
Weatherly Asset Management
Del Mar,
California
|
$1.14B
|
+$49M
|
+4%
|
3.61%
|
108%
|
187
|
13.9%
|
|
|
1915
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$1.14B
|
+$59.4M
|
+5%
|
7.52%
|
28.2%
|
149
|
11.41%
|
|
|
1916
|
Irenic Capital Management
New York
|
$1.14B
|
+$321M
|
+39%
|
9.01%
|
78.4%
|
25
|
36%
|
|
|
1917
|
AH Capital Management
Menlo Park,
California
|
$1.14B
|
-$34.5M
|
-3%
|
16.3%
|
–
|
14
|
14.29%
|
|
|
1918
|
SPC Financial Inc
Rockville,
Maryland
|
$1.14B
|
+$54.8M
|
+5%
|
7.24%
|
65.1%
|
262
|
11.07%
|
|
|
1919
|
Wealthquest
Cincinnati,
Ohio
|
$1.14B
|
+$197M
|
+21%
|
5.11%
|
52.1%
|
143
|
23.08%
|
|
|
1920
|
QV Investors
Calgary,
Alberta, Canada
|
$1.13B
|
+$67.5M
|
+6%
|
9.81%
|
66.3%
|
65
|
1.54%
|
|
|
1921
|
Regal Partners
Sydney, NSW,
Australia
|
$1.13B
|
+$166M
|
+17%
|
8.2%
|
133%
|
56
|
32.14%
|
|
|
1922
|
Syon Capital
San Francisco,
California
|
$1.13B
|
+$42.9M
|
+4%
|
6.81%
|
–
|
487
|
12.94%
|
|
|
1923
|
Vicus Capital
State College,
Pennsylvania
|
$1.13B
|
+$24.2M
|
+2%
|
5.98%
|
48.6%
|
298
|
31.54%
|
|
|
1924
|
Lindbrook Capital
Calabasas,
California
|
$1.13B
|
+$64.3M
|
+6%
|
5.57%
|
35.8%
|
2,955
|
10.96%
|
|
|
1925
|
|
$1.13B
|
+$72.2M
|
+7%
|
9.85%
|
180%
|
858
|
41.03%
|
|