|
1926
|
Resolute Advisors
San Francisco,
California
|
$859M
|
+$95.1M
|
+12%
|
13.8%
|
36.7%
|
74
|
22.97%
|
|
|
1927
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$858M
|
+$24.2M
|
+3%
|
5.46%
|
67.3%
|
175
|
9.71%
|
|
|
1928
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$857M
|
+$52.7M
|
+7%
|
5.63%
|
55.7%
|
259
|
7.72%
|
|
|
1929
|
GeoWealth Management
Chicago,
Illinois
|
$855M
|
-$90.9M
|
-10%
|
2.81%
|
58%
|
450
|
33.33%
|
|
|
1930
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$853M
|
+$326M
|
+62%
|
2.28%
|
78.9%
|
422
|
48.1%
|
|
|
1931
|
Lindbrook Capital
Calabasas,
California
|
$853M
|
+$41.2M
|
+5%
|
7.83%
|
35.8%
|
2,993
|
12.9%
|
|
|
1932
|
Cowen and Company
New York
|
$851M
|
-$105M
|
-11%
|
0.11%
|
120%
|
835
|
52.69%
|
|
|
1933
|
DigitalBridge Group
Boca Raton,
Florida
|
$851M
|
+$143M
|
+20%
|
3.98%
|
161%
|
67
|
37.31%
|
|
|
1934
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$851M
|
+$36.1M
|
+4%
|
6.93%
|
80%
|
941
|
6.59%
|
|
|
1935
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$851M
|
+$50M
|
+6%
|
6.8%
|
125%
|
163
|
6.75%
|
|
|
1936
|
Vestor Capital
Chicago,
Illinois
|
$851M
|
+$21.5M
|
+3%
|
9.21%
|
186%
|
253
|
11.86%
|
|
|
1937
|
Front Barnett Associates
Chicago,
Illinois
|
$850M
|
+$58.9M
|
+7%
|
9.08%
|
40.5%
|
118
|
4.24%
|
|
|
1938
|
Invictus Private Wealth
Denver,
Colorado
|
$850M
|
+$73.7M
|
+9%
|
9.35%
|
84.2%
|
97
|
18.56%
|
|
|
1939
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$847M
|
+$4.18M
|
+0.5%
|
4.46%
|
69.3%
|
910
|
15.93%
|
|
|
1940
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$847M
|
+$49.6M
|
+6%
|
5.09%
|
41.1%
|
48
|
16.67%
|
|
|
1941
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$847M
|
+$86.8M
|
+11%
|
5.83%
|
48.5%
|
832
|
8.41%
|
|
|
1942
|
Bangor Savings Bank
Bangor,
Maine
|
$846M
|
+$8.02M
|
+1%
|
4.93%
|
49.6%
|
557
|
5.57%
|
|
|
1943
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$846M
|
+$44.5M
|
+6%
|
4.32%
|
76.5%
|
975
|
23.38%
|
|
|
1944
|
Meteora Capital
Boca Raton,
Florida
|
$846M
|
+$383M
|
+83%
|
1.23%
|
56.9%
|
530
|
44.72%
|
|
|
1945
|
Criteria Caixa
Barcelona,
Spain
|
$844M
|
+$54.1M
|
+7%
|
5.16%
|
35.5%
|
55
|
40%
|
|
|
1946
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$843M
|
+$29.7M
|
+4%
|
5.43%
|
46%
|
149
|
4.03%
|
|
|
1947
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$843M
|
+$39.4M
|
+5%
|
3.69%
|
81.2%
|
179
|
7.26%
|
|
|
1948
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$843M
|
+$43M
|
+5%
|
5.29%
|
76.6%
|
435
|
8.97%
|
|
|
1949
|
Willis Johnson & Associates
Houston,
Texas
|
$843M
|
+$75.8M
|
+10%
|
5.33%
|
50.9%
|
130
|
19.23%
|
|
|
1950
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$842M
|
+$88.6M
|
+12%
|
10.2%
|
69%
|
731
|
11.08%
|
|