|
1926
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$797M
|
+$122M
|
+18%
|
11.5%
|
69.8%
|
440
|
15.68%
|
|
|
1927
|
Wildcat Capital Management
New York
|
$796M
|
+$483M
|
+154%
|
39.3%
|
126%
|
31
|
38.71%
|
|
|
1928
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$795M
|
+$64.2M
|
+9%
|
11.8%
|
85.9%
|
579
|
9.84%
|
|
|
1929
|
Horan Capital Management
Hunt Valley,
Maryland
|
$794M
|
+$115M
|
+17%
|
13.3%
|
69.2%
|
37
|
10.81%
|
|
|
1930
|
Zions Bancorporation
Salt Lake City,
Utah
|
$794M
|
+$89.8M
|
+13%
|
13.6%
|
22.9%
|
1,069
|
11.88%
|
|
|
1931
|
Summit Trail Advisors
New York
|
$793M
|
+$276M
|
+53%
|
17.1%
|
56%
|
259
|
46.33%
|
|
|
1932
|
Endurance Wealth Management
Providence,
Rhode Island
|
$792M
|
+$112M
|
+17%
|
15.8%
|
59%
|
658
|
5.62%
|
|
|
1933
|
Fidelity National Financial
Jacksonville,
Florida
|
$791M
|
+$104M
|
+15%
|
16.3%
|
27.4%
|
32
|
6.25%
|
|
|
1934
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$791M
|
+$76M
|
+11%
|
13.1%
|
28.2%
|
150
|
14.67%
|
|
|
1935
|
III Capital Management
Boca Raton,
Florida
|
$791M
|
+$237M
|
+43%
|
2.77%
|
12.2%
|
108
|
31.48%
|
|
|
1936
|
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
|
$791M
|
+$133M
|
+20%
|
23.2%
|
140%
|
31
|
6.45%
|
|
|
1937
|
Penn Capital Management
Philadelphia,
Pennsylvania
|
$791M
|
-$605K
|
-0.1%
|
39.2%
|
116%
|
229
|
33.19%
|
|
|
1938
|
Scopia Capital Management
New York
|
$791M
|
-$55.8M
|
-7%
|
51.6%
|
30.9%
|
22
|
50%
|
|
|
1939
|
Potrero Capital Research
San Francisco,
California
|
$790M
|
+$484M
|
+158%
|
25.2%
|
137%
|
85
|
50.59%
|
|
|
1940
|
Condor Capital Management
Martinsville,
New Jersey
|
$790M
|
+$103M
|
+15%
|
12.8%
|
47.3%
|
198
|
13.13%
|
|
|
1941
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$789M
|
+$78.2M
|
+11%
|
11.3%
|
65.9%
|
129
|
10.08%
|
|
|
1942
|
Kemnay Advisory Services
New York
|
$789M
|
+$67.9M
|
+9%
|
13.4%
|
153%
|
114
|
50.88%
|
|
|
1943
|
McDaniel Terry & Co
Austin,
Texas
|
$789M
|
+$82M
|
+12%
|
11%
|
52.9%
|
87
|
6.9%
|
|
|
1944
|
SFMG Wealth Advisors
Plano,
Texas
|
$789M
|
+$63.6M
|
+9%
|
8.44%
|
63.3%
|
238
|
25.21%
|
|
|
1945
|
Grassi Investment Management
Santa Clara,
California
|
$788M
|
+$83M
|
+12%
|
15.3%
|
170%
|
143
|
15.38%
|
|
|
1946
|
Silverback Asset Management
Chapel Hill,
North Carolina
|
$787M
|
+$310M
|
+65%
|
0.17%
|
92.4%
|
58
|
8.62%
|
|
|
1947
|
AWM Investment Company
New York
|
$787M
|
+$177M
|
+29%
|
37.7%
|
488%
|
107
|
28.04%
|
|
|
1948
|
M Holdings Securities
Portland,
Oregon
|
$784M
|
+$157M
|
+25%
|
14.1%
|
68.2%
|
187
|
18.18%
|
|
|
1949
|
Trigran Investments
Northbrook,
Illinois
|
$784M
|
+$231M
|
+42%
|
37%
|
11.2%
|
20
|
10%
|
|
|
1950
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$783M
|
+$125M
|
+19%
|
14.9%
|
28.3%
|
992
|
19.35%
|
|