|
1926
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$1.08B
|
+$119M
|
+12%
|
2.51%
|
62.5%
|
453
|
17%
|
|
|
1927
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.08B
|
+$24.3M
|
+2%
|
0.39%
|
45.6%
|
162
|
11.73%
|
|
|
1928
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$1.08B
|
-$5.23M
|
-0.5%
|
0.62%
|
28.2%
|
149
|
8.05%
|
|
|
1929
|
SPC Financial Inc
Rockville,
Maryland
|
$1.08B
|
+$16.2M
|
+2%
|
0.11%
|
65.1%
|
249
|
10.84%
|
|
|
1930
|
Stack Financial Management
Whitefish,
Montana
|
$1.08B
|
-$9.9M
|
-0.9%
|
0.63%
|
58.4%
|
50
|
10%
|
|
|
1931
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.08B
|
+$102M
|
+10%
|
2.46%
|
76.5%
|
651
|
18.43%
|
|
|
1932
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$1.08B
|
-$509M
|
-32%
|
6.39%
|
61.9%
|
530
|
16.98%
|
|
|
1933
|
True Link Financial Advisors
San Francisco,
California
|
$1.08B
|
+$35M
|
+3%
|
0.74%
|
26.8%
|
69
|
15.94%
|
|
|
1934
|
BTC Capital Management
Des Moines,
Iowa
|
$1.08B
|
-$16.5M
|
-2%
|
3.74%
|
–
|
229
|
10.04%
|
|
|
1935
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$1.07B
|
-$11.6M
|
-1%
|
1.31%
|
53.7%
|
192
|
8.85%
|
|
|
1936
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$1.07B
|
+$17.1M
|
+2%
|
4.2%
|
109%
|
170
|
8.24%
|
|
|
1937
|
Plato Investment Management
Sydney, NSW,
Australia
|
$1.07B
|
+$106M
|
+11%
|
5.73%
|
–
|
521
|
11.13%
|
|
|
1938
|
Atalan Capital Partners
New York
|
$1.07B
|
-$137M
|
-11%
|
1.49%
|
319%
|
9
|
0%
|
|
|
1939
|
Petrus Trust Company
Dallas,
Texas
|
$1.07B
|
-$35.1M
|
-3%
|
3.59%
|
36.9%
|
791
|
50.06%
|
|
|
1940
|
1900 Wealth Management
San Antonio,
Texas
|
$1.07B
|
-$27.7M
|
-3%
|
1.9%
|
55.2%
|
242
|
11.57%
|
|
|
1941
|
American Assets Investment Management
San Diego,
California
|
$1.07B
|
+$17.8M
|
+2%
|
0.83%
|
507%
|
173
|
9.83%
|
|
|
1942
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$1.07B
|
+$17.1M
|
+2%
|
0.44%
|
26.8%
|
98
|
10.2%
|
|
|
1943
|
Angeles Wealth Management
Santa Monica,
California
|
$1.07B
|
+$65.9M
|
+7%
|
3.45%
|
70.4%
|
327
|
16.21%
|
|
|
1944
|
Lindbrook Capital
Calabasas,
California
|
$1.06B
|
-$4.21M
|
-0.4%
|
4.35%
|
35.8%
|
2,874
|
11.9%
|
|
|
1945
|
QV Investors
Calgary,
Alberta, Canada
|
$1.06B
|
-$88.1M
|
-8%
|
3.9%
|
66.3%
|
67
|
7.46%
|
|
|
1946
|
|
$1.06B
|
-$119M
|
-10%
|
1.25%
|
267%
|
39
|
20.51%
|
|
|
1947
|
Artemis Wealth Advisors
New York
|
$1.06B
|
+$73.2M
|
+7%
|
7.42%
|
174%
|
37
|
16.22%
|
|
|
1948
|
Flat Footed LLC
Wilson,
Wyoming
|
$1.06B
|
+$485M
|
+84%
|
7.01%
|
152%
|
28
|
64.29%
|
|
|
1949
|
International Assets Investment Management
Orlando,
Florida
|
$1.06B
|
+$106M
|
+11%
|
4.64%
|
88.5%
|
2,285
|
66.56%
|
|
|
1950
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$1.06B
|
+$36.5M
|
+4%
|
0.54%
|
41.3%
|
805
|
30.31%
|
|