|
2201
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$731M
|
+$51.7M
|
+8%
|
7.55%
|
66.7%
|
189
|
4.76%
|
|
|
2202
|
Lenox Wealth Advisors
New York
|
$729M
|
+$26.2M
|
+4%
|
6.44%
|
35.7%
|
794
|
26.07%
|
|
|
2203
|
Efficient Advisors
Mason,
Ohio
|
$729M
|
+$74M
|
+11%
|
4.92%
|
30.6%
|
60
|
1.67%
|
|
|
2204
|
Campbell Wealth Management
Alexandria,
Virginia
|
$729M
|
+$43.5M
|
+6%
|
2.52%
|
11.2%
|
69
|
5.8%
|
|
|
2205
|
United Bank (Virginia)
Vienna,
Virginia
|
$728M
|
+$59.5M
|
+9%
|
9.65%
|
76.1%
|
186
|
17.74%
|
|
|
2206
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$727M
|
+$37.2M
|
+5%
|
9.6%
|
107%
|
394
|
14.72%
|
|
|
2207
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$727M
|
-$7.03M
|
-1%
|
9.98%
|
25.6%
|
176
|
6.25%
|
|
|
2208
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$726M
|
+$35.9M
|
+5%
|
4.12%
|
49.7%
|
65
|
10.77%
|
|
|
2209
|
Technology Crossover Management IX
Menlo Park,
California
|
$725M
|
-$11.6M
|
-2%
|
7.66%
|
13%
|
4
|
0%
|
|
|
2210
|
American Assets Investment Management
San Diego,
California
|
$725M
|
+$110M
|
+18%
|
12.6%
|
507%
|
149
|
17.45%
|
|
|
2211
|
Hodges Capital Management
Dallas,
Texas
|
$723M
|
+$88.3M
|
+14%
|
23.3%
|
200%
|
238
|
26.47%
|
|
|
2212
|
Nine Ten Capital Management
Chicago,
Illinois
|
$722M
|
+$57.4M
|
+9%
|
7.63%
|
166%
|
10
|
10%
|
|
|
2213
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$722M
|
+$49.7M
|
+7%
|
4.74%
|
48.1%
|
159
|
18.24%
|
|
|
2214
|
Oxford Financial Group
Carmel,
Indiana
|
$721M
|
+$31M
|
+4%
|
6.34%
|
77.2%
|
242
|
19.83%
|
|
|
2215
|
Weatherly Asset Management
Del Mar,
California
|
$721M
|
+$24.8M
|
+4%
|
2.9%
|
108%
|
200
|
10%
|
|
|
2216
|
Freshford Capital Management
Rye Brook,
New York
|
$718M
|
+$29.9M
|
+4%
|
11.9%
|
97.3%
|
23
|
39.13%
|
|
|
2217
|
Bogart Wealth LLC
Mclean,
Virginia
|
$718M
|
+$179M
|
+33%
|
8.05%
|
60.5%
|
678
|
32.01%
|
|
|
2218
|
Nalanda India Equity Fund
Mauritius
|
$718M
|
+$20M
|
+3%
|
2.89%
|
30.2%
|
2
|
0%
|
|
|
2219
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$717M
|
+$37.4M
|
+6%
|
2.62%
|
95.1%
|
110
|
5.45%
|
|
|
2220
|
Caldwell Trust
Venice,
Florida
|
$717M
|
+$56.1M
|
+8%
|
5.67%
|
87%
|
735
|
6.12%
|
|
|
2221
|
Kemnay Advisory Services
New York
|
$716M
|
-$72.6M
|
-9%
|
3.5%
|
167%
|
116
|
48.28%
|
|
|
2222
|
Emerson Point Capital
Larchmont,
New York
|
$716M
|
+$109M
|
+18%
|
6.21%
|
94.8%
|
44
|
22.73%
|
|
|
2223
|
Archon Partners
Princeton Junction,
New Jersey
|
$716M
|
-$29M
|
-4%
|
3.05%
|
86%
|
61
|
26.23%
|
|
|
2224
|
Olstein Capital Management
Purchase,
New York
|
$715M
|
+$88.9M
|
+14%
|
17.5%
|
16.6%
|
104
|
11.54%
|
|
|
2225
|
SpiderRock Advisors
Wilimington,
Delaware
|
$715M
|
+$270M
|
+61%
|
–
|
–
|
205
|
0%
|
|