|
1926
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$900M
|
+$48.6M
|
+6%
|
8.45%
|
68.3%
|
940
|
6.06%
|
|
|
1927
|
Soleus Capital Management
Greenwich,
Connecticut
|
$900M
|
-$66.1M
|
-7%
|
11.2%
|
436%
|
115
|
45.22%
|
|
|
1928
|
American Assets Investment Management
San Diego,
California
|
$899M
|
+$31.9M
|
+4%
|
3.64%
|
413%
|
176
|
3.41%
|
|
|
1929
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$898M
|
+$55.8M
|
+7%
|
8.96%
|
69%
|
751
|
12.65%
|
|
|
1930
|
SP Asset Management
Cupertino,
California
|
$896M
|
+$80.9M
|
+10%
|
11.8%
|
82.9%
|
118
|
7.63%
|
|
|
1931
|
Globeflex Capital
San Diego,
California
|
$896M
|
+$77M
|
+9%
|
11%
|
135%
|
526
|
22.05%
|
|
|
1932
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$894M
|
+$51.3M
|
+6%
|
6.11%
|
62.7%
|
451
|
9.53%
|
|
|
1933
|
Stack Financial Management
Whitefish,
Montana
|
$894M
|
+$71.6M
|
+9%
|
4.54%
|
68.6%
|
40
|
12.5%
|
|
|
1934
|
Howe & Rusling
Rochester,
New York
|
$894M
|
+$54.4M
|
+6%
|
5.63%
|
66.1%
|
350
|
18.57%
|
|
|
1935
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$893M
|
+$36.7M
|
+4%
|
4.1%
|
55.7%
|
254
|
6.69%
|
|
|
1936
|
Permian Investment Partners
Dallas,
Texas
|
$892M
|
+$132M
|
+17%
|
10.9%
|
81.9%
|
20
|
40%
|
|
|
1937
|
Freedom Investment Management
Hartford,
Connecticut
|
$891M
|
+$6.41M
|
+0.7%
|
4.4%
|
58.5%
|
799
|
25.28%
|
|
|
1938
|
E-L Financial Corp
Toronto,
Ontario, Canada
|
$891M
|
+$50M
|
+6%
|
8.3%
|
68.6%
|
1
|
0%
|
|
|
1939
|
Commodore Capital
New York
|
$890M
|
+$233M
|
+35%
|
36.3%
|
2,049%
|
34
|
29.41%
|
|
|
1940
|
Petrus Trust Company
Dallas,
Texas
|
$890M
|
+$64.8M
|
+8%
|
4.11%
|
25.1%
|
776
|
59.66%
|
|
|
1941
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$889M
|
+$74.3M
|
+9%
|
13.7%
|
54.9%
|
161
|
13.66%
|
|
|
1942
|
Good Life Advisors
Reading,
Pennsylvania
|
$889M
|
+$106M
|
+14%
|
5.75%
|
60%
|
441
|
16.55%
|
|
|
1943
|
Primavera Capital Management
George Town,
Cayman Islands
|
$888M
|
-$137M
|
-13%
|
1.11%
|
23.8%
|
4
|
0%
|
|
|
1944
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$886M
|
-$291M
|
-25%
|
5.68%
|
51.5%
|
307
|
32.9%
|
|
|
1945
|
Front Barnett Associates
Chicago,
Illinois
|
$886M
|
+$35.7M
|
+4%
|
7.6%
|
40.5%
|
123
|
7.32%
|
|
|
1946
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$886M
|
+$62.9M
|
+8%
|
8.98%
|
88.5%
|
160
|
4.38%
|
|
|
1947
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$885M
|
+$41.9M
|
+5%
|
6.46%
|
46%
|
148
|
2.03%
|
|
|
1948
|
Amica Mutual Insurance
Providence,
Rhode Island
|
$884M
|
-$12.3M
|
-1%
|
7.57%
|
69.7%
|
106
|
15.09%
|
|
|
1949
|
Connors Investor Services
Wyomissing,
Pennsylvania
|
$884M
|
+$32.7M
|
+4%
|
9.69%
|
116%
|
166
|
8.43%
|
|
|
1950
|
Applied Finance Capital Management
San Juan,
Puerto Rico
|
$883M
|
+$78.6M
|
+10%
|
5.68%
|
68.5%
|
79
|
16.46%
|
|