|
1901
|
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
$1.36B
|
-$189M
|
-12%
|
4.14%
|
70.8%
|
100
|
26%
|
|
|
1902
|
|
$1.36B
|
+$43.3M
|
+3%
|
8.93%
|
133%
|
120
|
6.67%
|
|
|
1903
|
Stack Financial Management
Whitefish,
Montana
|
$1.36B
|
+$50.2M
|
+4%
|
11.1%
|
68.6%
|
61
|
18.03%
|
|
|
1904
|
Lyell Wealth Management
Menlo Park,
California
|
$1.36B
|
-$20.2M
|
-1%
|
2.36%
|
99.6%
|
227
|
11.01%
|
|
|
1905
|
Vicus Capital
State College,
Pennsylvania
|
$1.36B
|
+$27M
|
+2%
|
0.02%
|
48.6%
|
271
|
12.18%
|
|
|
1906
|
TCM Advisors
Martinsburg,
West Virginia
|
$1.36B
|
+$47.6M
|
+4%
|
0.06%
|
47.3%
|
69
|
0%
|
|
|
1907
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$1.36B
|
-$6.41M
|
-0.5%
|
2.05%
|
51.5%
|
273
|
23.44%
|
|
|
1908
|
Soma Equity Partners
San Francisco,
California
|
$1.36B
|
-$462M
|
-25%
|
12.7%
|
112%
|
28
|
64.29%
|
|
|
1909
|
Cantor Fitzgerald Investment Advisors
New York
|
$1.36B
|
+$5.71M
|
+0.4%
|
3.52%
|
–
|
188
|
6.91%
|
|
|
1910
|
Meteora Capital
Boca Raton,
Florida
|
$1.36B
|
+$161M
|
+13%
|
1.58%
|
54.8%
|
539
|
50.28%
|
|
|
1911
|
Washington Trust Bank
Spokane,
Washington
|
$1.36B
|
-$71.7M
|
-5%
|
0.69%
|
69.3%
|
215
|
12.09%
|
|
|
1912
|
Narwhal Capital Management
Marietta,
Georgia
|
$1.36B
|
-$20.9M
|
-2%
|
1.29%
|
93.8%
|
173
|
8.09%
|
|
|
1913
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$1.35B
|
-$54.6M
|
-4%
|
2.36%
|
98%
|
273
|
8.42%
|
|
|
1914
|
Partners Group Holding
Baar-Zug,
Switzerland
|
$1.35B
|
-$130M
|
-9%
|
8.7%
|
35.5%
|
51
|
5.88%
|
|
|
1915
|
McIlrath & Eck
Arlington,
Washington
|
$1.35B
|
+$273M
|
+25%
|
0.69%
|
44%
|
1,722
|
47.74%
|
|
|
1916
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$1.35B
|
+$6.2M
|
+0.5%
|
0.9%
|
59.4%
|
235
|
24.26%
|
|
|
1917
|
CapWealth Advisors
Franklin,
Tennessee
|
$1.35B
|
-$114M
|
-8%
|
7.12%
|
128%
|
124
|
7.26%
|
|
|
1918
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$1.35B
|
-$16.6M
|
-1%
|
0.25%
|
75.5%
|
376
|
13.3%
|
|
|
1919
|
PBCay One
Dubai,
United Arab Emirates
|
$1.34B
|
+$777M
|
+137%
|
10.3%
|
–
|
19
|
47.37%
|
|
|
1920
|
HoldCo Asset Management
Fort Lauderdale,
Florida
|
$1.34B
|
+$14.2M
|
+1%
|
1.26%
|
–
|
30
|
6.67%
|
|
|
1921
|
Verity & Verity
Beaufort,
South Carolina
|
$1.34B
|
+$54.6M
|
+4%
|
4.41%
|
56%
|
156
|
14.1%
|
|
|
1922
|
Oaktop Capital Management II
Chatham,
New Jersey
|
$1.34B
|
+$160M
|
+14%
|
17.2%
|
224%
|
14
|
7.14%
|
|
|
1923
|
Fusion Family Wealth
Woodbury,
New York
|
$1.34B
|
+$19.8M
|
+1%
|
0.39%
|
45.4%
|
49
|
10.2%
|
|
|
1924
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$1.34B
|
-$14.9M
|
-1%
|
0.75%
|
42%
|
959
|
11.68%
|
|
|
1925
|
Baring Fintech Manager Holding
Castel,
Guernsey
|
$1.34B
|
-$73.3M
|
-5%
|
5.2%
|
–
|
1
|
0%
|
|