|
1926
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$863M
|
+$79.7M
|
+10%
|
6.94%
|
28.3%
|
1,033
|
20.33%
|
|
|
1927
|
|
$863M
|
-$129M
|
-13%
|
13%
|
11.7%
|
1
|
0%
|
|
|
1928
|
SFMG Wealth Advisors
Plano,
Texas
|
$862M
|
+$73.9M
|
+9%
|
4.97%
|
63.3%
|
257
|
17.51%
|
|
|
1929
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$862M
|
+$115M
|
+15%
|
18.2%
|
26.9%
|
152
|
26.97%
|
|
|
1930
|
ARS Investment Partners
New York
|
$861M
|
+$48.5M
|
+6%
|
7.21%
|
260%
|
153
|
30.72%
|
|
|
1931
|
KG Funds Management
New York
|
$860M
|
+$26.3M
|
+3%
|
2.79%
|
45.8%
|
15
|
33.33%
|
|
|
1932
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$859M
|
+$58.5M
|
+7%
|
4.96%
|
51.8%
|
64
|
9.38%
|
|
|
1933
|
Sather Financial Group
Victoria,
Texas
|
$859M
|
+$84.9M
|
+11%
|
6.29%
|
61.5%
|
49
|
10.2%
|
|
|
1934
|
Money Design
Tokyo,
Japan
|
$858M
|
-$16M
|
-2%
|
1.15%
|
26.4%
|
66
|
27.27%
|
|
|
1935
|
Hillcrest Asset Management
Plano,
Texas
|
$857M
|
+$121M
|
+17%
|
17.9%
|
97.2%
|
65
|
16.92%
|
|
|
1936
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$856M
|
+$84.2M
|
+11%
|
5.77%
|
58.7%
|
93
|
6.45%
|
|
|
1937
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$856M
|
+$80.9M
|
+10%
|
4.28%
|
49.6%
|
504
|
37.9%
|
|
|
1938
|
Broad Bay Capital Management
New York
|
$856M
|
-$34.5M
|
-4%
|
3.52%
|
242%
|
26
|
57.69%
|
|
|
1939
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$855M
|
+$95.2M
|
+13%
|
4.79%
|
54.9%
|
156
|
17.31%
|
|
|
1940
|
Principle Wealth Partners
Madison,
Connecticut
|
$855M
|
+$96.2M
|
+13%
|
7.65%
|
65.9%
|
292
|
8.9%
|
|
|
1941
|
Global Alpha Capital Management
Montreal,
Quebec, Canada
|
$855M
|
+$39.3M
|
+5%
|
16.3%
|
61.1%
|
35
|
2.86%
|
|
|
1942
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$855M
|
+$66M
|
+8%
|
2.47%
|
65.9%
|
130
|
11.54%
|
|
|
1943
|
Focus Financial Network
Minneapolis,
Minnesota
|
$855M
|
-$274M
|
-24%
|
3.97%
|
95.5%
|
571
|
56.04%
|
|
|
1944
|
|
$854M
|
+$24.8M
|
+3%
|
9.01%
|
–
|
718
|
69.64%
|
|
|
1945
|
Global Retirement Partners
San Rafael,
California
|
$854M
|
+$56.1M
|
+7%
|
4.96%
|
–
|
1,961
|
17.39%
|
|
|
1946
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$853M
|
+$88.2M
|
+12%
|
3.74%
|
51.2%
|
217
|
18.89%
|
|
|
1947
|
Executive Wealth Management
Brighton,
Michigan
|
$852M
|
+$38.4M
|
+5%
|
3.25%
|
18.4%
|
200
|
18.5%
|
|
|
1948
|
Endurance Wealth Management
Providence,
Rhode Island
|
$850M
|
+$58.1M
|
+7%
|
6.59%
|
59%
|
694
|
13.83%
|
|
|
1949
|
Autus Asset Management
Scottsdale,
Arizona
|
$849M
|
+$73.6M
|
+9%
|
2.13%
|
26.3%
|
169
|
11.83%
|
|
|
1950
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$849M
|
+$144M
|
+20%
|
4.34%
|
78.5%
|
383
|
33.68%
|
|