|
1926
|
49 Wealth Management
Austin,
Texas
|
$1.34B
|
+$107M
|
+9%
|
0.23%
|
–
|
231
|
26.41%
|
|
|
1927
|
WBH Advisory
Baltimore,
Maryland
|
$1.34B
|
-$15.2M
|
-1%
|
1.96%
|
47.2%
|
363
|
9.09%
|
|
|
1928
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.33B
|
-$308M
|
-19%
|
0.36%
|
63.9%
|
788
|
62.69%
|
|
|
1929
|
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
|
$1.33B
|
-$503M
|
-27%
|
0.09%
|
4.93%
|
451
|
43.24%
|
|
|
1930
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$1.33B
|
+$68.8M
|
+5%
|
1.16%
|
77.2%
|
315
|
24.76%
|
|
|
1931
|
NBC Securities
Birmingham,
Alabama
|
$1.33B
|
-$1.53M
|
-0.1%
|
1.79%
|
86.6%
|
2,971
|
20.6%
|
|
|
1932
|
Applied Finance Capital Management
San Juan,
Puerto Rico
|
$1.33B
|
-$64.2M
|
-5%
|
0.08%
|
68.5%
|
236
|
12.29%
|
|
|
1933
|
Compass Rose Asset Management
New York
|
$1.33B
|
+$100M
|
+8%
|
4.65%
|
47%
|
36
|
77.78%
|
|
|
1934
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$1.33B
|
+$40.5M
|
+3%
|
2.37%
|
–
|
1,931
|
25.12%
|
|
|
1935
|
|
$1.33B
|
-$1.18B
|
-47%
|
11%
|
44.2%
|
2
|
50%
|
|
|
1936
|
Marco Investment Management
Atlanta,
Georgia
|
$1.33B
|
-$6.95M
|
-0.5%
|
2.04%
|
92.8%
|
238
|
6.72%
|
|
|
1937
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$1.32B
|
+$54.3M
|
+4%
|
1.17%
|
–
|
514
|
31.71%
|
|
|
1938
|
Titleist Asset Management
San Antonio,
Texas
|
$1.32B
|
+$84.2M
|
+7%
|
2.53%
|
88.9%
|
428
|
19.16%
|
|
|
1939
|
Hilton Capital Management
Garden City,
New York
|
$1.32B
|
-$4.11M
|
-0.3%
|
0.11%
|
51.5%
|
179
|
34.64%
|
|
|
1940
|
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
|
$1.32B
|
-$61M
|
-4%
|
1.93%
|
67.4%
|
52
|
7.69%
|
|
|
1941
|
Golden State Equity Partners
South Coast Metro,
California
|
$1.32B
|
+$702M
|
+113%
|
0.42%
|
–
|
2,081
|
76.07%
|
|
|
1942
|
MBL Wealth
Charlotte,
North Carolina
|
$1.32B
|
+$73.6M
|
+6%
|
0.43%
|
47.7%
|
353
|
20.68%
|
|
|
1943
|
China Universal Asset Management Company
Shanghai,
China
|
$1.32B
|
+$18.4M
|
+1%
|
1.75%
|
264%
|
527
|
11.2%
|
|
|
1944
|
|
$1.32B
|
-$289M
|
-18%
|
6.36%
|
219%
|
47
|
34.04%
|
|
|
1945
|
|
$1.32B
|
+$50.4M
|
+4%
|
1.22%
|
54.6%
|
41
|
26.83%
|
|
|
1946
|
Levin Capital Strategies
New York
|
$1.32B
|
+$160M
|
+14%
|
0.71%
|
79.3%
|
279
|
39.78%
|
|
|
1947
|
Unison Advisors
Washington,
District of Columbia
|
$1.32B
|
+$174M
|
+15%
|
3.37%
|
54.6%
|
177
|
1.13%
|
|
|
1948
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$1.32B
|
-$315M
|
-19%
|
0.08%
|
88.5%
|
194
|
30.41%
|
|
|
1949
|
IQ EQ Fund Management
Dublin 2,
Ireland
|
$1.32B
|
-$132M
|
-9%
|
4.15%
|
68.8%
|
324
|
19.14%
|
|
|
1950
|
Mill Capital Management
Concord,
North Carolina
|
$1.31B
|
-$70.8M
|
-5%
|
2.65%
|
71.3%
|
133
|
5.26%
|
|