|
1926
|
Dean Investment Associates
Beavercreek,
Ohio
|
$434M
|
+$18.2M
|
+4%
|
4.83%
|
63.5%
|
242
|
18.6%
|
|
|
1927
|
Foster & Motley
Cincinnati,
Ohio
|
$433M
|
+$26.4M
|
+6%
|
3.92%
|
68.8%
|
174
|
13.22%
|
|
|
1928
|
Cobiz Wealth
Denver,
Colorado
|
$433M
|
+$13.9M
|
+3%
|
4.28%
|
54%
|
128
|
8.59%
|
|
|
1929
|
Constellation Investments
Montgomery,
Ohio
|
$432M
|
+$21.2M
|
+5%
|
5.94%
|
–
|
404
|
5.2%
|
|
|
1930
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$432M
|
+$20.1M
|
+5%
|
3.77%
|
42.8%
|
26
|
3.85%
|
|
|
1931
|
|
$432M
|
+$105M
|
+32%
|
8.06%
|
230%
|
22
|
9.09%
|
|
|
1932
|
Parkwood LLC
Cleveland,
Ohio
|
$431M
|
+$14.9M
|
+4%
|
5.91%
|
120%
|
246
|
55.28%
|
|
|
1933
|
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
|
$430M
|
+$17.6M
|
+4%
|
6.14%
|
38.8%
|
94
|
5.32%
|
|
|
1934
|
EP Wealth Advisors
Torrance,
California
|
$430M
|
+$64.7M
|
+18%
|
5.85%
|
–
|
121
|
14.05%
|
|
|
1935
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$430M
|
+$29.1M
|
+7%
|
3.83%
|
32.8%
|
195
|
9.23%
|
|
|
1936
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$429M
|
+$12.6M
|
+3%
|
4.26%
|
45.9%
|
58
|
50%
|
|
|
1937
|
Continental Advisors
Park City,
Utah
|
$429M
|
+$42M
|
+11%
|
1.79%
|
69%
|
164
|
42.68%
|
|
|
1938
|
KLCM Advisors
Milwaukee,
Wisconsin
|
$428M
|
+$53.1M
|
+14%
|
5.82%
|
122%
|
77
|
10.39%
|
|
|
1939
|
Appleton Partners
Boston,
Massachusetts
|
$428M
|
+$5.07M
|
+1%
|
3.02%
|
101%
|
181
|
9.39%
|
|
|
1940
|
Visionary Asset Management
Houston,
Texas
|
$427M
|
+$3.23M
|
+0.8%
|
4.63%
|
31.9%
|
433
|
78.75%
|
|
|
1941
|
Cypress Capital Group
Palm Beach,
Florida
|
$427M
|
+$19.1M
|
+5%
|
4.66%
|
97.8%
|
218
|
10.55%
|
|
|
1942
|
Smith Hayes Advisers
Lincoln,
Nebraska
|
$427M
|
+$22.6M
|
+6%
|
4.6%
|
35.2%
|
293
|
7.17%
|
|
|
1943
|
Garcia Hamilton & Associates
Houston,
Texas
|
$426M
|
+$1.45M
|
+0.3%
|
4.14%
|
39.1%
|
63
|
22.22%
|
|
|
1944
|
M&R Capital Management
Summit,
New Jersey
|
$426M
|
+$11.7M
|
+3%
|
4.3%
|
52.6%
|
218
|
9.17%
|
|
|
1945
|
First Long Island Investors
Jericho,
New York
|
$426M
|
+$21.3M
|
+5%
|
5.03%
|
85.5%
|
55
|
12.73%
|
|
|
1946
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$426M
|
+$95M
|
+29%
|
6.87%
|
105%
|
2,485
|
70.66%
|
|
|
1947
|
LGT Capital Partners
Pfaeffikon,
Switzerland
|
$425M
|
–
|
–
|
4.55%
|
67.2%
|
64
|
–
|
|
|
1948
|
Main Street Research
Lakeville,
Connecticut
|
$424M
|
+$12.4M
|
+3%
|
4.04%
|
232%
|
145
|
11.72%
|
|
|
1949
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$424M
|
+$20.8M
|
+5%
|
7.02%
|
93%
|
152
|
23.68%
|
|
|
1950
|
Summit Partners
Boston,
Massachusetts
|
$424M
|
+$128M
|
+43%
|
3.03%
|
13.7%
|
6
|
50%
|
|