|
1901
|
Lyell Wealth Management
Menlo Park,
California
|
$1.35B
|
+$80.2M
|
+6%
|
8.68%
|
99.6%
|
224
|
8.04%
|
|
|
1902
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.35B
|
+$74.5M
|
+6%
|
7.25%
|
55.5%
|
151
|
11.26%
|
|
|
1903
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$1.35B
|
+$147M
|
+12%
|
8.9%
|
75.5%
|
349
|
10.6%
|
|
|
1904
|
Waterloo Capital
Austin,
Texas
|
$1.34B
|
+$107M
|
+9%
|
7.13%
|
79.8%
|
501
|
18.16%
|
|
|
1905
|
First Long Island Investors
Jericho,
New York
|
$1.34B
|
+$70.7M
|
+6%
|
6.94%
|
65.5%
|
72
|
13.89%
|
|
|
1906
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
$1.34B
|
+$41M
|
+3%
|
6.24%
|
83.4%
|
161
|
10.56%
|
|
|
1907
|
Kynam Capital Management
Princeton,
New Jersey
|
$1.34B
|
+$414M
|
+45%
|
40.9%
|
268%
|
36
|
16.67%
|
|
|
1908
|
WGI DM
Boston,
Massachusetts
|
$1.34B
|
+$372M
|
+38%
|
2.34%
|
–
|
7
|
28.57%
|
|
|
1909
|
Strategic Wealth Partners
Independence,
Ohio
|
$1.34B
|
+$68.8M
|
+5%
|
7.93%
|
–
|
1,393
|
22.9%
|
|
|
1910
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$1.34B
|
+$110M
|
+9%
|
8.29%
|
60.3%
|
171
|
9.36%
|
|
|
1911
|
Entropy Technologies
New York
|
$1.34B
|
+$78.2M
|
+6%
|
6.93%
|
–
|
1,142
|
65.76%
|
|
|
1912
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.34B
|
+$105M
|
+8%
|
7.54%
|
54.6%
|
833
|
26.05%
|
|
|
1913
|
Fusion Family Wealth
Woodbury,
New York
|
$1.33B
|
+$152M
|
+13%
|
7.2%
|
45.4%
|
49
|
8.16%
|
|
|
1914
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$1.33B
|
+$128M
|
+11%
|
8.34%
|
64.3%
|
413
|
11.38%
|
|
|
1915
|
|
$1.33B
|
+$37.8M
|
+3%
|
0.07%
|
36.9%
|
38
|
7.89%
|
|
|
1916
|
1607 Capital Partners
Richmond,
Virginia
|
$1.33B
|
+$93.4M
|
+8%
|
3.67%
|
19.1%
|
129
|
13.18%
|
|
|
1917
|
Lakewood Capital Management
New York
|
$1.33B
|
-$14.5M
|
-1%
|
3.87%
|
41%
|
60
|
25%
|
|
|
1918
|
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
$1.32B
|
-$263M
|
-17%
|
6.04%
|
25.1%
|
1,434
|
50.07%
|
|
|
1919
|
J. Stern & Co
London,
United Kingdom
|
$1.32B
|
+$151M
|
+13%
|
7.59%
|
–
|
44
|
20.45%
|
|
|
1920
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$1.32B
|
+$107M
|
+9%
|
9.36%
|
67.4%
|
490
|
15.51%
|
|
|
1921
|
Atom Investors
Austin,
Texas
|
$1.32B
|
+$191M
|
+17%
|
6.76%
|
63.4%
|
871
|
65.56%
|
|
|
1922
|
Austin Private Wealth
Austin,
Texas
|
$1.32B
|
+$49.2M
|
+4%
|
7.44%
|
62.3%
|
332
|
12.95%
|
|
|
1923
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$1.31B
|
+$82.3M
|
+7%
|
7.3%
|
87.6%
|
715
|
14.97%
|
|
|
1924
|
Generali Investments CEE
Prague,
Czech Republic
|
$1.31B
|
+$97.7M
|
+8%
|
7.46%
|
–
|
400
|
8.5%
|
|
|
1925
|
Novare Capital Management
Charlotte,
North Carolina
|
$1.31B
|
+$82.6M
|
+7%
|
8.12%
|
65.7%
|
206
|
11.17%
|
|