|
1926
|
Level Four Advisory Services
Dallas,
Texas
|
$962M
|
-$485M
|
-34%
|
0.82%
|
92.2%
|
677
|
38.4%
|
|
|
1927
|
Taurus Asset Management
New York
|
$961M
|
+$3.43M
|
+0.4%
|
2.29%
|
26.9%
|
97
|
4.12%
|
|
|
1928
|
Adell Harriman & Carpenter
Houston,
Texas
|
$960M
|
+$10.3M
|
+1%
|
1.57%
|
176%
|
183
|
9.29%
|
|
|
1929
|
ShawSpring Partners
Boston,
Massachusetts
|
$959M
|
-$94M
|
-9%
|
5.5%
|
3.53%
|
6
|
16.67%
|
|
|
1930
|
Vestor Capital
Chicago,
Illinois
|
$958M
|
+$5.8M
|
+0.6%
|
0.27%
|
186%
|
248
|
18.15%
|
|
|
1931
|
Amica Mutual Insurance
Providence,
Rhode Island
|
$958M
|
+$9.71M
|
+1%
|
1.34%
|
80.4%
|
107
|
4.67%
|
|
|
1932
|
Evensky & Katz
Coral Gables,
Florida
|
$957M
|
-$23.4M
|
-2%
|
0.89%
|
57.1%
|
73
|
5.48%
|
|
|
1933
|
SP Asset Management
Cupertino,
California
|
$957M
|
+$46.9M
|
+5%
|
0.95%
|
92.4%
|
127
|
6.3%
|
|
|
1934
|
Bank of the West
Monterey Park,
California
|
$957M
|
-$24.7M
|
-3%
|
0.15%
|
35.4%
|
230
|
10%
|
|
|
1935
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$957M
|
+$72.4M
|
+8%
|
0.32%
|
76.6%
|
250
|
12.4%
|
|
|
1936
|
Sirios Capital Management
Boston,
Massachusetts
|
$956M
|
-$194M
|
-17%
|
0.58%
|
177%
|
92
|
18.48%
|
|
|
1937
|
Merit Financial Group
Alpharetta,
Georgia
|
$955M
|
-$108M
|
-10%
|
1.77%
|
67.3%
|
276
|
9.06%
|
|
|
1938
|
Ulysses Management
New York
|
$955M
|
+$160M
|
+20%
|
4.72%
|
51.8%
|
80
|
45%
|
|
|
1939
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$953M
|
-$83.2M
|
-8%
|
0.1%
|
51.6%
|
32
|
12.5%
|
|
|
1940
|
HHR Asset Management
Berkeley Heights,
New Jersey
|
$952M
|
-$157M
|
-14%
|
1.91%
|
76.3%
|
34
|
14.71%
|
|
|
1941
|
Kore Private Wealth
New York
|
$951M
|
+$61M
|
+7%
|
2.35%
|
35.9%
|
487
|
20.74%
|
|
|
1942
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
|
$948M
|
+$5.1M
|
+0.5%
|
0.97%
|
115%
|
495
|
2.63%
|
|
|
1943
|
Ancient Art
Austin,
Texas
|
$947M
|
-$122M
|
-11%
|
5.43%
|
168%
|
25
|
24%
|
|
|
1944
|
York Capital Management Global Advisors
New York
|
$947M
|
+$55.7M
|
+6%
|
13.1%
|
74.1%
|
68
|
69.12%
|
|
|
1945
|
Icon Wealth Partners
Houston,
Texas
|
$947M
|
+$14.8M
|
+2%
|
0.54%
|
–
|
364
|
11.26%
|
|
|
1946
|
Southernsun Asset Management
Memphis,
Tennessee
|
$947M
|
+$33.3M
|
+4%
|
2.35%
|
54.7%
|
34
|
2.94%
|
|
|
1947
|
Summit Creek Advisors
Minneapolis,
Minnesota
|
$946M
|
+$109M
|
+13%
|
6.25%
|
68.8%
|
79
|
13.92%
|
|
|
1948
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$946M
|
-$14.7M
|
-2%
|
0.29%
|
125%
|
169
|
5.33%
|
|
|
1949
|
WS Management
Jacksonville,
Florida
|
$945M
|
-$68.5M
|
-7%
|
0.97%
|
309%
|
89
|
35.96%
|
|
|
1950
|
Indaba Capital Management
San Francisco,
California
|
$944M
|
+$18M
|
+2%
|
2.51%
|
66.7%
|
76
|
52.63%
|
|