|
1926
|
Dai-ichi Life Holdings
Tokyo,
Japan
|
$666M
|
+$17.2M
|
+3%
|
2.65%
|
–
|
1
|
0%
|
|
|
1927
|
Lenox Wealth Advisors
New York
|
$665M
|
+$34.4M
|
+5%
|
5.89%
|
35.7%
|
693
|
24.39%
|
|
|
1928
|
Coastline Trust
Providence,
Rhode Island
|
$665M
|
+$31.9M
|
+5%
|
7.71%
|
79.1%
|
320
|
6.88%
|
|
|
1929
|
Prospector Partners
Guilford,
Connecticut
|
$665M
|
+$90.2M
|
+16%
|
5.48%
|
53.6%
|
114
|
14.04%
|
|
|
1930
|
Thomasville National Bank
Thomasville,
Georgia
|
$665M
|
+$20.4M
|
+3%
|
6.72%
|
–
|
200
|
8%
|
|
|
1931
|
Garde Capital
Seattle,
Washington
|
$664M
|
-$27.1M
|
-4%
|
7.73%
|
51.5%
|
198
|
39.9%
|
|
|
1932
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$664M
|
+$38.9M
|
+6%
|
7.2%
|
78.9%
|
87
|
12.64%
|
|
|
1933
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$664M
|
-$1.24M
|
-0.2%
|
9.01%
|
75.5%
|
286
|
18.18%
|
|
|
1934
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$664M
|
+$36.9M
|
+6%
|
8.02%
|
61.8%
|
170
|
3.53%
|
|
|
1935
|
TD Capital Management
Memphis,
Tennessee
|
$664M
|
+$54.3M
|
+9%
|
5.17%
|
33.9%
|
301
|
11.96%
|
|
|
1936
|
Arete Wealth Advisors
Chicago,
Illinois
|
$664M
|
+$86.4M
|
+15%
|
7.52%
|
63.9%
|
422
|
22.27%
|
|
|
1937
|
ACG Wealth
Atlanta,
Georgia
|
$663M
|
+$50.4M
|
+8%
|
10.8%
|
45.5%
|
308
|
16.56%
|
|
|
1938
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$662M
|
+$35.6M
|
+6%
|
9.73%
|
58.7%
|
193
|
55.96%
|
|
|
1939
|
Fiduciary Group
Savannah,
Georgia
|
$662M
|
+$62.7M
|
+10%
|
7.78%
|
57.4%
|
215
|
11.63%
|
|
|
1940
|
Alpine Woods Capital Investors
Purchase,
New York
|
$662M
|
+$142M
|
+27%
|
10%
|
91.1%
|
265
|
16.23%
|
|
|
1941
|
Community Bank
Dewitt,
New York
|
$662M
|
+$66.3M
|
+11%
|
7.41%
|
58.7%
|
498
|
12.85%
|
|
|
1942
|
Carret Asset Management
New York
|
$661M
|
+$44.9M
|
+7%
|
9.15%
|
80.2%
|
268
|
8.58%
|
|
|
1943
|
Nexus Investment Management
Toronto,
Ontario, Canada
|
$660M
|
+$10.1M
|
+2%
|
5.18%
|
77.5%
|
67
|
7.46%
|
|
|
1944
|
Kintegral Advisory
New York
|
$660M
|
+$38M
|
+6%
|
11.7%
|
94.4%
|
266
|
0%
|
|
|
1945
|
Arcus Capital Partners
Atlanta,
Georgia
|
$659M
|
+$298M
|
+83%
|
72.5%
|
82.6%
|
87
|
50.57%
|
|
|
1946
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$658M
|
+$80M
|
+14%
|
9.92%
|
28.3%
|
969
|
17.65%
|
|
|
1947
|
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
|
$658M
|
+$22M
|
+3%
|
14.9%
|
114%
|
30
|
10%
|
|
|
1948
|
venBio Partners
San Francisco,
California
|
$658M
|
+$538M
|
+447%
|
13.3%
|
648%
|
8
|
50%
|
|
|
1949
|
Greenhouse Funds
Baltimore,
Maryland
|
$656M
|
-$12.4M
|
-2%
|
7.91%
|
51%
|
49
|
51.02%
|
|
|
1950
|
Teachers Insurance & Annuity Association of America
New York
|
$656M
|
-$177M
|
-21%
|
2%
|
–
|
158
|
2.53%
|
|