| 1 |
Amica Mutual Insurance Co |
$1,089,010,000 |
145 |
53% |
Technology |
33% |
7.9 |
30 |
15.2 |
29.2 |
1.5 |
8.3 |
1.9 |
1.1% |
15.4% |
| 2 |
Forbes Financial Planning, Inc. |
$151,268,907 |
34 |
66% |
Technology |
42% |
9.7 |
34.2 |
15.6 |
43.9 |
1.2 |
6.3 |
1.9 |
1.1% |
12.9% |
| 3 |
Signet Investment Advisory Group, Inc. |
$208,183,000 |
70 |
40% |
Technology |
22% |
5.7 |
27.3 |
14.7 |
26.1 |
2.4 |
11.6 |
1.5 |
1.9% |
9.3% |
| 4 |
Canton Hathaway, LLC |
$520,638,000 |
290 |
66% |
Financials |
68% |
5.1 |
10 |
6.7 |
43.1 |
1.8 |
3.7 |
5.4 |
0.5% |
9.6% |
| 5 |
Citizens Bank, National Association |
$1,390,620,878 |
220 |
41% |
Technology |
30% |
7.5 |
30.4 |
15 |
28.7 |
2.1 |
9.4 |
1.6 |
1.2% |
14.6% |
| 6 |
Unison Advisors LLC |
$1,095,930,769 |
179 |
60% |
Financials |
29% |
2.3 |
-116.8 |
6 |
15.8 |
3 |
6.5 |
2.3 |
2.3% |
10.0% |
| 7 |
Whalerock Point Partners, LLC |
$492,525,307 |
202 |
47% |
Technology |
34% |
8.7 |
32.2 |
14.9 |
28.6 |
1.9 |
7.4 |
1.8 |
1.1% |
18.7% |
| 8 |
Washington Trust Company |
$3,047,848,129 |
278 |
34% |
Technology |
33% |
7.9 |
31.7 |
16 |
27.1 |
1.7 |
10.3 |
1.6 |
1.6% |
14.4% |
| 9 |
Newman Dignan & Sheerar, Inc. |
$463,072,552 |
200 |
41% |
Technology |
36% |
7.9 |
28.3 |
15.3 |
27.7 |
2 |
9.4 |
1.6 |
1.3% |
14.1% |
| 10 |
Hall Capital Management Company Inc |
$253,637,858 |
98 |
45% |
Technology |
23% |
6.8 |
30.6 |
14.9 |
31.5 |
2.2 |
9.7 |
1.5 |
1.6% |
10.5% |
| 11 |
Barrett & Company, Inc. |
$291,685,708 |
659 |
40% |
Technology |
35% |
8.2 |
22.9 |
13.6 |
27.9 |
2.3 |
7 |
2.2 |
1.3% |
19.9% |
| 12 |
SK Wealth Management, LLC |
$268,198,585 |
86 |
66% |
Technology |
52% |
9.6 |
35.8 |
16 |
41.9 |
0.9 |
5.5 |
1.6 |
0.6% |
17.8% |
| 13 |
Coastline Trust Company |
$931,796,472 |
407 |
41% |
Technology |
39% |
9.4 |
33.9 |
15.5 |
29.2 |
1.6 |
7.1 |
2 |
0.9% |
19.7% |
| 14 |
Lincoln Capital Corp |
$278,070,330 |
98 |
47% |
Technology |
42% |
8.3 |
-120.1 |
15.1 |
40.1 |
2.1 |
8.3 |
1.3 |
0.9% |
11.0% |
| 15 |
Axis Wealth Partners, LLC |
$170,859,112 |
162 |
28% |
Technology |
36% |
7.1 |
26.2 |
13.9 |
33.3 |
2.6 |
7.5 |
1.6 |
1.9% |
13.3% |
| 16 |
Weybosset Research & Management LLC |
$309,772,457 |
35 |
61% |
Industrials |
41% |
4.4 |
25.1 |
10.8 |
26.2 |
2.5 |
7.6 |
2.4 |
1.4% |
12.1% |
| 17 |
Richard C. Young & Company, Ltd. |
$1,076,624,406 |
96 |
31% |
Technology |
23% |
6.4 |
29.1 |
14.3 |
28.9 |
1.9 |
10.7 |
1.3 |
2.1% |
10.5% |
| 18 |
Citizens Financial Group Inc |
$7,300,615,203 |
817 |
35% |
Technology |
33% |
8.1 |
26.9 |
14.8 |
31 |
2.3 |
9.1 |
1.7 |
1.4% |
16.0% |
| 19 |
Retirement Planning Company Of New England, Inc. |
$248,570,555 |
30 |
24% |
Technology |
21% |
6.7 |
22.8 |
13.5 |
26.6 |
2.2 |
9.4 |
1.8 |
1.7% |
13.2% |
| 20 |
Amica Retiree Medical Trust |
$73,226,000 |
143 |
39% |
Technology |
33% |
7.9 |
30 |
15.2 |
29.3 |
1.4 |
8.3 |
1.9 |
1.1% |
15.5% |
| 21 |
Wealthcare Investment Partners, LLC |
$308,191,615 |
173 |
35% |
Technology |
41% |
7.4 |
20.8 |
15.7 |
32.8 |
1.7 |
8.7 |
1.4 |
1.7% |
13.1% |
| 22 |
Brown University |
$169,074,999 |
10 |
100% |
Financials |
76% |
4.1 |
2 |
10.8 |
36.4 |
4.9 |
10.8 |
2.2 |
7.5% |
0.3% |
| 23 |
Brown, Lisle/Cummings, Inc. |
$389,637,416 |
785 |
27% |
Technology |
19% |
6.4 |
27.5 |
14.1 |
24.6 |
2.3 |
9.5 |
1.8 |
1.7% |
11.4% |
| 24 |
Capital Wealth Management, LLC |
$287,364,665 |
40 |
74% |
Technology |
58% |
11.7 |
32.7 |
17.5 |
40.4 |
1 |
6 |
2.5 |
0.7% |
32.2% |
| 25 |
New England Professional Planning Group Inc. |
$218,222,079 |
48 |
93% |
Financials |
47% |
7.9 |
31.7 |
16 |
27.1 |
1.7 |
10.3 |
1.6 |
1.6% |
14.4% |
| 26 |
McGuire Investment Group, LLC |
$882,601,254 |
124 |
40% |
Technology |
51% |
9.8 |
32.9 |
17.2 |
35.5 |
1.8 |
7.5 |
2.7 |
0.8% |
18.2% |
| 27 |
Providence Equity Partners L.L.C. |
$583,590,779 |
3 |
100% |
Cons. Disc. |
35% |
1.6 |
19.3 |
8.7 |
15.1 |
1.4 |
9.3 |
2.3 |
1.4% |
9.5% |
| 28 |
Blue Fin Capital, Inc. |
$636,081,213 |
148 |
57% |
Technology |
48% |
11.3 |
31.2 |
16.2 |
34.5 |
1.3 |
5.8 |
2.1 |
0.7% |
24.4% |
| 29 |
Ransom Advisory, Ltd |
$222,006,529 |
328 |
46% |
Technology |
32% |
7.2 |
29 |
13.9 |
26.1 |
2.8 |
8.7 |
1.7 |
1.4% |
13.8% |
| 30 |
Parsons Capital Management Inc |
$1,759,780,639 |
468 |
32% |
Technology |
28% |
6.4 |
25.5 |
14.2 |
27.8 |
1.9 |
9.3 |
1.8 |
1.4% |
10.2% |
| 31 |
Mystic Asset Management, Inc. |
$442,820,669 |
226 |
33% |
Technology |
28% |
6.9 |
28.8 |
14.4 |
23 |
2.8 |
10.7 |
1.5 |
1.7% |
12.8% |
| 32 |
Sowa Financial Group, Inc. |
$178,259,000 |
27 |
89% |
Technology |
86% |
11.9 |
39.6 |
20 |
40.2 |
0.7 |
5.5 |
1.5 |
0.6% |
18.9% |
| 33 |
Slocum, Gordon & Company LLP |
$125,367,835 |
129 |
52% |
Health Care |
23% |
3.9 |
24.5 |
12.3 |
27.4 |
2.5 |
10.3 |
1 |
3.0% |
5.4% |