|
1926
|
NBC Securities
Birmingham,
Alabama
|
$1.07B
|
+$73.4M
|
+7%
|
8.23%
|
86.6%
|
2,270
|
11.28%
|
|
|
1927
|
SPC Financial Inc
Rockville,
Maryland
|
$1.06B
|
+$82.9M
|
+8%
|
7.61%
|
65.1%
|
236
|
8.9%
|
|
|
1928
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$1.06B
|
+$97.3M
|
+10%
|
10.8%
|
81.1%
|
232
|
6.03%
|
|
|
1929
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$1.06B
|
+$76.6M
|
+8%
|
6.76%
|
25.7%
|
271
|
12.55%
|
|
|
1930
|
Marco Investment Management
Atlanta,
Georgia
|
$1.06B
|
+$84.6M
|
+9%
|
10.3%
|
92.8%
|
214
|
6.54%
|
|
|
1931
|
|
$1.06B
|
+$153M
|
+17%
|
11.6%
|
180%
|
708
|
38.28%
|
|
|
1932
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$1.06B
|
+$102M
|
+11%
|
11.5%
|
88.5%
|
170
|
8.82%
|
|
|
1933
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.06B
|
+$72.6M
|
+7%
|
6.44%
|
56.2%
|
1,750
|
13.54%
|
|
|
1934
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.06B
|
+$41.5M
|
+4%
|
5.48%
|
45.6%
|
178
|
21.91%
|
|
|
1935
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.06B
|
+$152M
|
+17%
|
12.6%
|
80.8%
|
365
|
13.42%
|
|
|
1936
|
Rhenman & Partners Asset Management
Stockholm,
Sweden
|
$1.06B
|
+$54.1M
|
+5%
|
18.5%
|
116%
|
95
|
22.11%
|
|
|
1937
|
GE Investment Management
Norwalk,
Connecticut
|
$1.05B
|
+$705M
|
+202%
|
8.31%
|
–
|
5
|
40%
|
|
|
1938
|
Transform Wealth
Greenwood Village,
Colorado
|
$1.05B
|
+$27.5M
|
+3%
|
11.2%
|
48.4%
|
258
|
22.48%
|
|
|
1939
|
Gillson Capital
Chicago,
Illinois
|
$1.05B
|
+$103M
|
+11%
|
8.8%
|
72.7%
|
81
|
67.9%
|
|
|
1940
|
American Assets Investment Management
San Diego,
California
|
$1.05B
|
+$81.6M
|
+8%
|
9.58%
|
413%
|
175
|
6.29%
|
|
|
1941
|
Redwood Investment Management
Scottsdale,
Arizona
|
$1.05B
|
-$44.1M
|
-4%
|
8.95%
|
46%
|
416
|
44.23%
|
|
|
1942
|
Washington Trust Bank
Spokane,
Washington
|
$1.05B
|
-$79.4M
|
-7%
|
12%
|
69.3%
|
238
|
13.45%
|
|
|
1943
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$1.05B
|
+$27.8M
|
+3%
|
2.82%
|
20%
|
95
|
9.47%
|
|
|
1944
|
Bayesian Capital Management
Brooklyn,
New York
|
$1.05B
|
+$104M
|
+11%
|
10.9%
|
113%
|
1,199
|
78.98%
|
|
|
1945
|
Howe & Rusling
Rochester,
New York
|
$1.04B
|
+$101M
|
+11%
|
9.02%
|
66.1%
|
425
|
21.65%
|
|
|
1946
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.04B
|
+$52.2M
|
+5%
|
6.8%
|
69%
|
201
|
7.46%
|
|
|
1947
|
True Link Financial Advisors
San Francisco,
California
|
$1.04B
|
+$119M
|
+13%
|
3.27%
|
22.2%
|
77
|
38.96%
|
|
|
1948
|
Permian Investment Partners
Dallas,
Texas
|
$1.04B
|
+$155M
|
+17%
|
13.2%
|
81.9%
|
24
|
41.67%
|
|
|
1949
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$1.04B
|
+$59.1M
|
+6%
|
7.4%
|
62.6%
|
209
|
8.13%
|
|
|
1950
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.04B
|
-$44.5M
|
-4%
|
7.97%
|
63.7%
|
2,572
|
26.32%
|
|