|
1926
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$911M
|
+$43.5M
|
+5%
|
5.56%
|
62.7%
|
318
|
12.89%
|
|
|
1927
|
Conifer Management
New York
|
$911M
|
+$78M
|
+9%
|
10.8%
|
22.7%
|
11
|
9.09%
|
|
|
1928
|
Grassi Investment Management
Santa Clara,
California
|
$909M
|
+$103M
|
+13%
|
16.3%
|
170%
|
129
|
5.43%
|
|
|
1929
|
Ascent Group
Virginia Beach,
Virginia
|
$908M
|
-$32.2M
|
-3%
|
5.56%
|
83.3%
|
509
|
19.45%
|
|
|
1930
|
Gladstone Capital Management
London,
United Kingdom
|
$907M
|
+$121M
|
+15%
|
22.1%
|
304%
|
23
|
60.87%
|
|
|
1931
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$907M
|
+$104M
|
+13%
|
5.42%
|
89.7%
|
2,650
|
16.08%
|
|
|
1932
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$905M
|
+$84.1M
|
+10%
|
11.5%
|
49.3%
|
59
|
3.39%
|
|
|
1933
|
Exor N.V.
Amsterdam,
Netherlands
|
$905M
|
+$600M
|
+197%
|
0.51%
|
8.34%
|
2
|
50%
|
|
|
1934
|
Bridgeworth
Birmingham,
Alabama
|
$905M
|
+$112M
|
+14%
|
4.93%
|
19.3%
|
176
|
9.09%
|
|
|
1935
|
Daido Life Insurance Company
Osaka,
Japan
|
$904M
|
-$98.3M
|
-10%
|
7.79%
|
68.7%
|
11
|
0%
|
|
|
1936
|
Callan Capital
La Jolla,
California
|
$904M
|
+$40.3M
|
+5%
|
4.96%
|
20.1%
|
194
|
10.31%
|
|
|
1937
|
|
$904M
|
+$35.9M
|
+4%
|
5.96%
|
63.4%
|
175
|
14.86%
|
|
|
1938
|
Lansdowne Partners (UK)
London,
United Kingdom
|
$902M
|
+$254M
|
+39%
|
12.6%
|
293%
|
24
|
33.33%
|
|
|
1939
|
Trinity Street Asset Management
London,
United Kingdom
|
$902M
|
+$9.01M
|
+1%
|
8.04%
|
78.9%
|
22
|
4.55%
|
|
|
1940
|
Unison Advisors
Washington,
District of Columbia
|
$901M
|
+$595K
|
+0.1%
|
2.52%
|
54.6%
|
206
|
26.7%
|
|
|
1941
|
Maple-Brown Abbott
Barangaroo,
Australia
|
$900M
|
+$21M
|
+2%
|
5.91%
|
7.92%
|
15
|
0%
|
|
|
1942
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$900M
|
+$75.1M
|
+9%
|
5.95%
|
68.9%
|
173
|
13.87%
|
|
|
1943
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$900M
|
+$48.6M
|
+6%
|
8.45%
|
80%
|
940
|
6.06%
|
|
|
1944
|
Soleus Capital Management
Greenwich,
Connecticut
|
$900M
|
-$66.1M
|
-7%
|
11.2%
|
508%
|
115
|
45.22%
|
|
|
1945
|
American Assets Investment Management
San Diego,
California
|
$899M
|
+$31.9M
|
+4%
|
3.64%
|
507%
|
176
|
3.41%
|
|
|
1946
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$898M
|
+$55.8M
|
+7%
|
8.96%
|
69%
|
751
|
12.65%
|
|
|
1947
|
SP Asset Management
Cupertino,
California
|
$896M
|
+$80.9M
|
+10%
|
11.8%
|
92.4%
|
118
|
7.63%
|
|
|
1948
|
Globeflex Capital
San Diego,
California
|
$896M
|
+$77M
|
+9%
|
11%
|
186%
|
526
|
22.05%
|
|
|
1949
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$894M
|
+$51.3M
|
+6%
|
6.11%
|
76.6%
|
451
|
9.53%
|
|
|
1950
|
Stack Financial Management
Whitefish,
Montana
|
$894M
|
+$71.6M
|
+9%
|
4.54%
|
58.4%
|
40
|
12.5%
|
|