|
1901
|
Washington Trust Bank
Spokane,
Washington
|
$1.36B
|
+$177M
|
+15%
|
7.37%
|
80.5%
|
210
|
10.95%
|
|
|
1902
|
Ulysses Management
New York
|
$1.36B
|
+$371M
|
+37%
|
2.51%
|
51.8%
|
67
|
43.28%
|
|
|
1903
|
American Assets Investment Management
San Diego,
California
|
$1.36B
|
+$117M
|
+9%
|
16.1%
|
507%
|
145
|
3.45%
|
|
|
1904
|
Clean Energy Transition
London,
United Kingdom
|
$1.36B
|
+$113M
|
+9%
|
14%
|
129%
|
21
|
47.62%
|
|
|
1905
|
Baskin Financial Services
Toronto,
Ontario, Canada
|
$1.36B
|
+$38M
|
+3%
|
4.07%
|
60%
|
52
|
0%
|
|
|
1906
|
|
$1.36B
|
-$45M
|
-3%
|
2.42%
|
310%
|
12
|
41.67%
|
|
|
1907
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$1.36B
|
+$69M
|
+5%
|
5.11%
|
42.8%
|
45
|
20%
|
|
|
1908
|
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
|
$1.36B
|
-$239M
|
-15%
|
13.3%
|
121%
|
2
|
0%
|
|
|
1909
|
Hardy Reed
Tupelo,
Mississippi
|
$1.36B
|
+$110M
|
+9%
|
7.75%
|
69.7%
|
261
|
13.41%
|
|
|
1910
|
Forest Avenue Capital Management
Miami,
Florida
|
$1.36B
|
+$75.2M
|
+6%
|
9.86%
|
415%
|
27
|
55.56%
|
|
|
1911
|
|
$1.36B
|
+$43.9M
|
+3%
|
6.78%
|
–
|
46
|
52.17%
|
|
|
1912
|
ProVise Management Group
Clearwater,
Florida
|
$1.36B
|
+$90.6M
|
+7%
|
7.16%
|
66.8%
|
268
|
7.84%
|
|
|
1913
|
City of London Investment Management
London,
United Kingdom
|
$1.35B
|
+$277M
|
+26%
|
12.9%
|
102%
|
98
|
32.65%
|
|
|
1914
|
Mangrove Partners
Greenwich,
Connecticut
|
$1.35B
|
+$422M
|
+45%
|
13.4%
|
185%
|
264
|
74.62%
|
|
|
1915
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.35B
|
+$100M
|
+8%
|
8.86%
|
69.6%
|
512
|
15.04%
|
|
|
1916
|
Journey Advisory Group
Covington,
Kentucky
|
$1.35B
|
+$64.3M
|
+5%
|
7.57%
|
66.2%
|
289
|
11.76%
|
|
|
1917
|
Narwhal Capital Management
Marietta,
Georgia
|
$1.35B
|
+$105M
|
+8%
|
10.7%
|
93.8%
|
171
|
9.36%
|
|
|
1918
|
Mill Capital Management
Concord,
North Carolina
|
$1.35B
|
+$73.5M
|
+6%
|
7.76%
|
104%
|
123
|
3.25%
|
|
|
1919
|
|
$1.35B
|
+$170M
|
+14%
|
32.7%
|
3.59%
|
5
|
20%
|
|
|
1920
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$1.35B
|
+$125M
|
+10%
|
6.67%
|
54.1%
|
349
|
9.46%
|
|
|
1921
|
Lyell Wealth Management
Menlo Park,
California
|
$1.35B
|
+$80.2M
|
+6%
|
8.68%
|
128%
|
224
|
8.04%
|
|
|
1922
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.35B
|
+$74.5M
|
+6%
|
7.25%
|
55.5%
|
151
|
11.26%
|
|
|
1923
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$1.35B
|
+$147M
|
+12%
|
8.9%
|
86.3%
|
349
|
10.6%
|
|
|
1924
|
Waterloo Capital
Austin,
Texas
|
$1.34B
|
+$107M
|
+9%
|
7.13%
|
79.8%
|
501
|
18.16%
|
|
|
1925
|
First Long Island Investors
Jericho,
New York
|
$1.34B
|
+$70.7M
|
+6%
|
6.94%
|
85.5%
|
72
|
13.89%
|
|