|
1926
|
Kimelman & Baird
New York
|
$1.23B
|
+$51.2M
|
+4%
|
6.49%
|
–
|
357
|
6.16%
|
|
|
1927
|
Zazove Associates
Incline Village,
Nevada
|
$1.23B
|
+$59.7M
|
+5%
|
0.84%
|
11%
|
181
|
22.1%
|
|
|
1928
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.23B
|
-$199M
|
-14%
|
10.5%
|
89.9%
|
794
|
30.1%
|
|
|
1929
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$1.23B
|
+$67.8M
|
+6%
|
8.68%
|
60.3%
|
172
|
12.79%
|
|
|
1930
|
Fairholme Capital Management
South Miami,
Florida
|
$1.23B
|
+$11.8M
|
+1%
|
0.11%
|
55.5%
|
12
|
0%
|
|
|
1931
|
NBC Securities
Birmingham,
Alabama
|
$1.23B
|
+$53M
|
+5%
|
10.1%
|
86.6%
|
2,586
|
23.59%
|
|
|
1932
|
HS Management Partners
New York
|
$1.23B
|
-$11.1M
|
-0.9%
|
10.7%
|
23.4%
|
25
|
8%
|
|
|
1933
|
BTC Capital Management
Des Moines,
Iowa
|
$1.23B
|
+$132M
|
+12%
|
12.9%
|
–
|
218
|
15.14%
|
|
|
1934
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$1.22B
|
+$679M
|
+125%
|
14%
|
–
|
536
|
44.96%
|
|
|
1935
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$1.22B
|
+$98.3M
|
+9%
|
7.15%
|
54.1%
|
341
|
14.96%
|
|
|
1936
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.22B
|
+$103M
|
+9%
|
8.25%
|
69.3%
|
1,092
|
9.98%
|
|
|
1937
|
McDaniel Terry & Co
Austin,
Texas
|
$1.22B
|
+$78.5M
|
+7%
|
10.4%
|
52.9%
|
102
|
13.73%
|
|
|
1938
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.22B
|
+$31.9M
|
+3%
|
7.78%
|
50.9%
|
329
|
11.25%
|
|
|
1939
|
Stadion Money Management
Watkinsville,
Georgia
|
$1.22B
|
+$215M
|
+21%
|
8.15%
|
45.2%
|
26
|
15.38%
|
|
|
1940
|
Teewinot Capital Advisers
New York
|
$1.22B
|
+$238M
|
+24%
|
18.2%
|
159%
|
45
|
24.44%
|
|
|
1941
|
Generali Investments CEE
Prague,
Czech Republic
|
$1.22B
|
+$144M
|
+13%
|
8.38%
|
–
|
390
|
3.59%
|
|
|
1942
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$1.21B
|
+$809M
|
+200%
|
9.23%
|
67.4%
|
459
|
47.93%
|
|
|
1943
|
SP Asset Management
Cupertino,
California
|
$1.21B
|
+$77.6M
|
+7%
|
11.3%
|
82.9%
|
132
|
9.09%
|
|
|
1944
|
RWWM Inc
Rocklin,
California
|
$1.21B
|
-$31.3M
|
-3%
|
3.74%
|
37%
|
23
|
21.74%
|
|
|
1945
|
DLD Asset Management
New York
|
$1.21B
|
-$91.8M
|
-7%
|
1.82%
|
8.24%
|
318
|
73.58%
|
|
|
1946
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$1.21B
|
+$86.1M
|
+8%
|
9.6%
|
68.3%
|
739
|
14.75%
|
|
|
1947
|
Ardmore Road Asset Management
New York
|
$1.21B
|
+$233M
|
+24%
|
27.6%
|
212%
|
60
|
71.67%
|
|
|
1948
|
Globeflex Capital
San Diego,
California
|
$1.21B
|
+$125M
|
+12%
|
11.8%
|
135%
|
466
|
19.31%
|
|
|
1949
|
Payden & Rygel
Los Angeles,
California
|
$1.21B
|
+$44M
|
+4%
|
9.32%
|
89.1%
|
134
|
22.39%
|
|
|
1950
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$1.2B
|
+$133M
|
+12%
|
9.61%
|
64.3%
|
394
|
11.93%
|
|