|
1926
|
NBT Bank
Norwich,
New York
|
$635M
|
+$64.2M
|
+11%
|
8.28%
|
56.7%
|
224
|
16.52%
|
|
|
1927
|
Main Street Research
Lakeville,
Connecticut
|
$634M
|
+$101M
|
+19%
|
9.7%
|
159%
|
110
|
18.18%
|
|
|
1928
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$633M
|
+$70.1M
|
+12%
|
7.14%
|
55.1%
|
163
|
12.27%
|
|
|
1929
|
|
$633M
|
+$44.4M
|
+8%
|
7.84%
|
156%
|
136
|
13.24%
|
|
|
1930
|
Point Break Capital Management
Miami,
Florida
|
$633M
|
+$365M
|
+136%
|
38%
|
–
|
21
|
57.14%
|
|
|
1931
|
SKBA Capital Management
San Francisco,
California
|
$633M
|
+$3.83M
|
+0.6%
|
7.64%
|
52.3%
|
75
|
9.33%
|
|
|
1932
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$633M
|
-$296M
|
-32%
|
13.1%
|
311%
|
193
|
64.77%
|
|
|
1933
|
First Business Financial Services
Madison,
Wisconsin
|
$632M
|
+$46.9M
|
+8%
|
6.81%
|
74%
|
141
|
28.37%
|
|
|
1934
|
|
$632M
|
–
|
–
|
44%
|
197%
|
44
|
–
|
|
|
1935
|
Clarius Group LLC
Seattle,
Washington
|
$631M
|
+$86.3M
|
+16%
|
10%
|
92.1%
|
309
|
14.24%
|
|
|
1936
|
Highline Capital Management
New York
|
$631M
|
-$54M
|
-8%
|
18.7%
|
198%
|
31
|
48.39%
|
|
|
1937
|
Transform Wealth
Greenwood Village,
Colorado
|
$631M
|
+$67.2M
|
+12%
|
9.95%
|
48.4%
|
235
|
14.04%
|
|
|
1938
|
HoyleCohen
San Diego,
California
|
$629M
|
+$43M
|
+7%
|
10.3%
|
46.1%
|
200
|
7.5%
|
|
|
1939
|
Petrus Trust Company
Dallas,
Texas
|
$628M
|
+$62.8M
|
+11%
|
9.79%
|
25.1%
|
386
|
57.51%
|
|
|
1940
|
Fiduciary Group
Savannah,
Georgia
|
$627M
|
+$55.4M
|
+10%
|
7%
|
57.4%
|
202
|
7.92%
|
|
|
1941
|
Ardsley Advisory Partners
Stamford,
Connecticut
|
$627M
|
+$181M
|
+41%
|
15%
|
555%
|
210
|
64.76%
|
|
|
1942
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$626M
|
-$203M
|
-24%
|
4.78%
|
30.7%
|
75
|
68%
|
|
|
1943
|
Northcape Capital
Sydney,
Australia
|
$625M
|
+$57.8M
|
+10%
|
13.3%
|
–
|
18
|
11.11%
|
|
|
1944
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
|
$625M
|
+$53.7M
|
+9%
|
9.62%
|
89.2%
|
456
|
5.04%
|
|
|
1945
|
Sector Gamma AS
Oslo,
Norway
|
$624M
|
+$32.5M
|
+5%
|
15.8%
|
28.7%
|
39
|
17.95%
|
|
|
1946
|
Dynamic Technology Lab
Singapore
|
$624M
|
+$54.5M
|
+10%
|
7.24%
|
21.7%
|
1,469
|
75.02%
|
|
|
1947
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$624M
|
+$42.8M
|
+7%
|
5.42%
|
93%
|
324
|
11.11%
|
|
|
1948
|
Callahan Advisors
Houston,
Texas
|
$624M
|
+$51.2M
|
+9%
|
9.27%
|
75.6%
|
142
|
9.86%
|
|
|
1949
|
Avior Wealth Management
Omaha,
Nebraska
|
$624M
|
+$53M
|
+9%
|
7.37%
|
66%
|
919
|
15.23%
|
|
|
1950
|
Frontier Wealth Management
Kansas City,
Missouri
|
$624M
|
-$53.3M
|
-8%
|
11.3%
|
42.8%
|
332
|
15.66%
|
|