|
1926
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$804M
|
+$52M
|
+7%
|
8.89%
|
38.3%
|
1,096
|
9.22%
|
|
|
1927
|
SYSTM Wealth Solutions
Chicago,
Illinois
|
$804M
|
–
|
–
|
11.5%
|
–
|
524
|
–
|
|
|
1928
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$804M
|
+$67.3M
|
+9%
|
7.6%
|
55.7%
|
306
|
22.22%
|
|
|
1929
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$804M
|
+$73.7M
|
+10%
|
14.7%
|
28.6%
|
390
|
10%
|
|
|
1930
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$804M
|
+$74M
|
+10%
|
10.8%
|
81.2%
|
194
|
28.35%
|
|
|
1931
|
Trust Asset Management
Houston,
Texas
|
$803M
|
+$70.1M
|
+10%
|
8.06%
|
91.1%
|
201
|
5.47%
|
|
|
1932
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$802M
|
+$7.2M
|
+0.9%
|
8.38%
|
76.6%
|
173
|
11.56%
|
|
|
1933
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$802M
|
–
|
–
|
13.9%
|
93%
|
67
|
–
|
|
|
1934
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$802M
|
+$144M
|
+22%
|
8.32%
|
50.6%
|
269
|
20.82%
|
|
|
1935
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$802M
|
+$1.56M
|
+0.2%
|
8.75%
|
76.5%
|
886
|
52.37%
|
|
|
1936
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$801M
|
+$83.1M
|
+12%
|
10.5%
|
98.6%
|
406
|
22.17%
|
|
|
1937
|
Condor Capital Management
Martinsville,
New Jersey
|
$801M
|
+$32.9M
|
+4%
|
6.79%
|
58.2%
|
508
|
56.89%
|
|
|
1938
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$801M
|
+$36.6M
|
+5%
|
10.4%
|
125%
|
160
|
8.75%
|
|
|
1939
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$801M
|
+$97.6M
|
+14%
|
10.1%
|
36%
|
157
|
8.92%
|
|
|
1940
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$800M
|
+$69.3M
|
+9%
|
9.65%
|
76.6%
|
428
|
10.51%
|
|
|
1941
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$798M
|
+$47M
|
+6%
|
7.43%
|
109%
|
166
|
14.46%
|
|
|
1942
|
Howe & Rusling
Rochester,
New York
|
$797M
|
+$44.2M
|
+6%
|
10.9%
|
82%
|
1,143
|
74.45%
|
|
|
1943
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$797M
|
+$59M
|
+8%
|
7.18%
|
41.1%
|
40
|
35%
|
|
|
1944
|
XML Financial
Bethesda,
Maryland
|
$796M
|
+$75.6M
|
+10%
|
8.79%
|
69.5%
|
347
|
13.83%
|
|
|
1945
|
H. Partners Management
New York
|
$793M
|
+$157M
|
+25%
|
23.3%
|
13.5%
|
3
|
33.33%
|
|
|
1946
|
Bronte Capital Management
Bondi Junction,
Australia
|
$793M
|
-$10.4M
|
-1%
|
7.86%
|
123%
|
28
|
3.57%
|
|
|
1947
|
CloudAlpha Capital Management
Hong Kong
|
$792M
|
+$185M
|
+30%
|
18.7%
|
2,704%
|
26
|
65.38%
|
|
|
1948
|
Amica Mutual Insurance
Providence,
Rhode Island
|
$792M
|
+$86.1M
|
+12%
|
9.29%
|
80.4%
|
103
|
11.65%
|
|
|
1949
|
Front Barnett Associates
Chicago,
Illinois
|
$792M
|
+$33M
|
+4%
|
7.71%
|
40.5%
|
114
|
1.75%
|
|
|
1950
|
Meeder Advisory Services
Dublin,
Ohio
|
$792M
|
–
|
–
|
9.64%
|
91.4%
|
399
|
–
|
|