|
1926
|
Journey Strategic Wealth
Summit,
New Jersey
|
$741M
|
-$5.97M
|
-0.8%
|
4.11%
|
62.2%
|
199
|
45.23%
|
|
|
1927
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$741M
|
-$26M
|
-3%
|
6.1%
|
48%
|
35
|
8.57%
|
|
|
1928
|
Oribel Capital Management
New York
|
$740M
|
-$182M
|
-20%
|
1.18%
|
266%
|
135
|
60%
|
|
|
1929
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$740M
|
-$43.3M
|
-6%
|
4.08%
|
101%
|
315
|
16.19%
|
|
|
1930
|
Crestline Management
Fort Worth,
Texas
|
$740M
|
-$26.6M
|
-3%
|
0.07%
|
52.5%
|
310
|
63.87%
|
|
|
1931
|
NEPC LLC
Boston,
Massachusetts
|
$739M
|
+$40.4M
|
+6%
|
3.06%
|
19.2%
|
32
|
18.75%
|
|
|
1932
|
Hilltop Holdings
Dallas,
Texas
|
$739M
|
-$16.5M
|
-2%
|
4.16%
|
72.2%
|
569
|
19.68%
|
|
|
1933
|
Levin Capital Strategies
New York
|
$738M
|
-$107M
|
-13%
|
0.34%
|
79.3%
|
312
|
34.62%
|
|
|
1934
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$738M
|
+$27.1M
|
+4%
|
4.59%
|
68.3%
|
256
|
37.11%
|
|
|
1935
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$738M
|
-$30.3M
|
-4%
|
6.42%
|
32.2%
|
26
|
19.23%
|
|
|
1936
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$738M
|
-$54.9M
|
-7%
|
6.98%
|
49.3%
|
63
|
6.35%
|
|
|
1937
|
McKinley Capital Management
Anchorage,
Alaska
|
$737M
|
-$28.5M
|
-4%
|
3.9%
|
63.3%
|
179
|
13.41%
|
|
|
1938
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$737M
|
-$44.8M
|
-6%
|
5.92%
|
55.7%
|
327
|
13.15%
|
|
|
1939
|
Atalaya Capital Management
New York
|
$737M
|
-$110M
|
-13%
|
0.45%
|
7.46%
|
478
|
41%
|
|
|
1940
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$736M
|
-$33.8M
|
-4%
|
3.62%
|
50.7%
|
72
|
4.17%
|
|
|
1941
|
Mizuho Securities USA
New York
|
$736M
|
+$85M
|
+13%
|
0.16%
|
99%
|
311
|
85.53%
|
|
|
1942
|
WMS Partners
Towson,
Maryland
|
$736M
|
+$93.6M
|
+15%
|
5.12%
|
10.8%
|
290
|
20%
|
|
|
1943
|
Soleus Capital Management
Greenwich,
Connecticut
|
$736M
|
+$94.9M
|
+15%
|
14.2%
|
436%
|
93
|
40.86%
|
|
|
1944
|
Alpine Woods Capital Investors
Purchase,
New York
|
$735M
|
-$64.3M
|
-8%
|
4.38%
|
91.1%
|
205
|
9.76%
|
|
|
1945
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$735M
|
-$27.8M
|
-4%
|
5.78%
|
67.3%
|
152
|
4.61%
|
|
|
1946
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$734M
|
-$28.4M
|
-4%
|
3.42%
|
83.6%
|
538
|
14.31%
|
|
|
1947
|
Trust Asset Management
Houston,
Texas
|
$733M
|
+$17.9M
|
+3%
|
4.88%
|
91.1%
|
197
|
7.61%
|
|
|
1948
|
Hackensack Meridian Health
Edison,
New Jersey
|
$732M
|
-$167M
|
-19%
|
5.51%
|
44.2%
|
13
|
7.69%
|
|
|
1949
|
Lutz Financial Services
Omaha,
Nebraska
|
$732M
|
-$22.1M
|
-3%
|
4.87%
|
28.7%
|
75
|
16%
|
|
|
1950
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$731M
|
+$239M
|
+48%
|
4.53%
|
45.4%
|
55
|
20%
|
|