|
1926
|
1900 Wealth Management
San Antonio,
Texas
|
$1.19B
|
+$25.4M
|
+2%
|
0.27%
|
55.2%
|
230
|
6.09%
|
|
|
1927
|
True Link Financial Advisors
San Francisco,
California
|
$1.19B
|
+$13.8M
|
+1%
|
2.33%
|
26.8%
|
82
|
30.49%
|
|
|
1928
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.19B
|
-$66.4M
|
-5%
|
0.23%
|
72.3%
|
457
|
9.63%
|
|
|
1929
|
Novare Capital Management
Charlotte,
North Carolina
|
$1.19B
|
+$7.41M
|
+0.6%
|
1.66%
|
76.5%
|
199
|
10.55%
|
|
|
1930
|
Fairholme Capital Management
South Miami,
Florida
|
$1.18B
|
-$277M
|
-19%
|
16.5%
|
36.2%
|
10
|
30%
|
|
|
1931
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$1.18B
|
-$51.6M
|
-4%
|
0.92%
|
58%
|
643
|
16.17%
|
|
|
1932
|
Pertento Partners
London,
United Kingdom
|
$1.18B
|
+$274M
|
+30%
|
2.83%
|
196%
|
32
|
34.38%
|
|
|
1933
|
Globeflex Capital
San Diego,
California
|
$1.18B
|
+$135M
|
+13%
|
3.96%
|
186%
|
522
|
28.93%
|
|
|
1934
|
|
$1.18B
|
+$288M
|
+32%
|
13.1%
|
310%
|
11
|
36.36%
|
|
|
1935
|
Fifth Third Securities
Cincinnati,
Ohio
|
$1.18B
|
+$121M
|
+11%
|
0.11%
|
58.9%
|
300
|
18.67%
|
|
|
1936
|
|
$1.18B
|
+$205M
|
+21%
|
5.84%
|
101%
|
551
|
20.69%
|
|
|
1937
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.18B
|
+$1.04B
|
+746%
|
0.17%
|
63.8%
|
478
|
63.81%
|
|
|
1938
|
Silver Point Capital
Greenwich,
Connecticut
|
$1.18B
|
-$275M
|
-19%
|
8.96%
|
108%
|
15
|
40%
|
|
|
1939
|
Boxer Capital Management
San Diego,
California
|
$1.17B
|
–
|
–
|
9.43%
|
–
|
60
|
–
|
|
|
1940
|
London & Capital Asset Management
London,
United Kingdom
|
$1.17B
|
-$87M
|
-7%
|
1.15%
|
88.8%
|
101
|
27.72%
|
|
|
1941
|
|
$1.17B
|
-$1.21B
|
-51%
|
12.7%
|
181%
|
2
|
0%
|
|
|
1942
|
Integral Health Asset Management
New York
|
$1.17B
|
+$284M
|
+32%
|
8.83%
|
564%
|
102
|
53.92%
|
|
|
1943
|
GAMMA Investing
Foster City,
California
|
$1.17B
|
+$164M
|
+16%
|
3.43%
|
–
|
3,876
|
10.32%
|
|
|
1944
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$1.17B
|
+$7.83M
|
+0.7%
|
2.58%
|
113%
|
236
|
4.66%
|
|
|
1945
|
Grassi Investment Management
Santa Clara,
California
|
$1.17B
|
+$14.8M
|
+1%
|
4.39%
|
170%
|
136
|
10.29%
|
|
|
1946
|
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
|
$1.17B
|
-$3.42M
|
-0.3%
|
3.76%
|
142%
|
28
|
28.57%
|
|
|
1947
|
L1 Capital
Melbourne VIC 3000,
Australia
|
$1.17B
|
+$6.65M
|
+0.6%
|
2.88%
|
127%
|
16
|
43.75%
|
|
|
1948
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.17B
|
+$12.8M
|
+1%
|
0.91%
|
76.5%
|
672
|
12.35%
|
|
|
1949
|
ProVise Management Group
Clearwater,
Florida
|
$1.17B
|
-$95.6M
|
-8%
|
0.9%
|
66.8%
|
301
|
15.95%
|
|
|
1950
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.16B
|
+$6.01M
|
+0.5%
|
2.26%
|
45.6%
|
164
|
11.59%
|
|