|
1926
|
American Assets Investment Management
San Diego,
California
|
$768M
|
-$33.5M
|
-4%
|
5.94%
|
507%
|
180
|
8.33%
|
|
|
1927
|
Bank of the West
Monterey Park,
California
|
$768M
|
-$21.4M
|
-3%
|
5.5%
|
35.4%
|
219
|
5.94%
|
|
|
1928
|
Bristlecone Advisors
Bellevue,
Washington
|
$766M
|
-$43.8M
|
-5%
|
5.12%
|
103%
|
248
|
7.66%
|
|
|
1929
|
BTC Capital Management
Des Moines,
Iowa
|
$765M
|
-$52.7M
|
-6%
|
5.12%
|
–
|
258
|
8.91%
|
|
|
1930
|
Landscape Capital Management
Englewood,
New Jersey
|
$765M
|
+$24.9M
|
+3%
|
2.94%
|
92.5%
|
1,173
|
38.11%
|
|
|
1931
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$764M
|
-$30.1M
|
-4%
|
4.98%
|
125%
|
167
|
14.37%
|
|
|
1932
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$763M
|
+$31.1M
|
+4%
|
1.83%
|
22.7%
|
31
|
3.23%
|
|
|
1933
|
|
$763M
|
-$102M
|
-12%
|
1.23%
|
748%
|
62
|
17.74%
|
|
|
1934
|
Vestor Capital
Chicago,
Illinois
|
$763M
|
-$62.2M
|
-8%
|
2.48%
|
186%
|
233
|
17.17%
|
|
|
1935
|
Rock Creek Group
Washington,
District of Columbia
|
$762M
|
-$100M
|
-12%
|
6.44%
|
37.2%
|
189
|
21.69%
|
|
|
1936
|
Westwood Management Corporation
Chicago,
Illinois
|
$762M
|
-$33.7M
|
-4%
|
0.08%
|
44.3%
|
78
|
12.82%
|
|
|
1937
|
Capital Growth Management
Boston,
Massachusetts
|
$761M
|
-$80.7M
|
-10%
|
0.39%
|
422%
|
83
|
61.45%
|
|
|
1938
|
Hilton Capital Management
Garden City,
New York
|
$760M
|
-$55.1M
|
-7%
|
3.22%
|
58.2%
|
120
|
20%
|
|
|
1939
|
Front Barnett Associates
Chicago,
Illinois
|
$759M
|
-$62.8M
|
-8%
|
5.53%
|
40.5%
|
113
|
0.88%
|
|
|
1940
|
CapWealth Advisors
Franklin,
Tennessee
|
$758M
|
-$71.3M
|
-9%
|
5.55%
|
143%
|
112
|
9.82%
|
|
|
1941
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$756M
|
+$11.9M
|
+2%
|
4.48%
|
105%
|
2,914
|
13.66%
|
|
|
1942
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$756M
|
+$35.9M
|
+5%
|
5.17%
|
69.6%
|
311
|
20.9%
|
|
|
1943
|
O'Brien Greene & Co
Media,
Pennsylvania
|
$755M
|
+$490M
|
+185%
|
4.07%
|
81.4%
|
135
|
7.41%
|
|
|
1944
|
GSA Capital Partners
London,
United Kingdom
|
$754M
|
+$87.8M
|
+13%
|
2.76%
|
94.7%
|
2,028
|
62.08%
|
|
|
1945
|
OEP Capital Advisors
New York
|
$754M
|
+$36.5M
|
+5%
|
5.09%
|
23.2%
|
2
|
0%
|
|
|
1946
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$754M
|
-$30.5M
|
-4%
|
5.54%
|
25.7%
|
237
|
10.55%
|
|
|
1947
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$753M
|
-$40.4M
|
-5%
|
4.74%
|
81.9%
|
491
|
17.72%
|
|
|
1948
|
Howe & Rusling
Rochester,
New York
|
$753M
|
-$35.6M
|
-5%
|
4.98%
|
82%
|
1,247
|
20.85%
|
|
|
1949
|
Honeycomb Asset Management
New York
|
$753M
|
+$352M
|
+88%
|
1.15%
|
49%
|
44
|
65.91%
|
|
|
1950
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$752M
|
-$60.1M
|
-7%
|
5.62%
|
38.3%
|
1,178
|
14.69%
|
|