|
1926
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
$1.34B
|
+$41M
|
+3%
|
6.24%
|
83.4%
|
161
|
10.56%
|
|
|
1927
|
Kynam Capital Management
Princeton,
New Jersey
|
$1.34B
|
+$414M
|
+45%
|
40.9%
|
320%
|
36
|
16.67%
|
|
|
1928
|
WGI DM
Boston,
Massachusetts
|
$1.34B
|
+$372M
|
+38%
|
2.34%
|
–
|
7
|
28.57%
|
|
|
1929
|
Strategic Wealth Partners
Independence,
Ohio
|
$1.34B
|
+$68.8M
|
+5%
|
7.93%
|
–
|
1,393
|
22.9%
|
|
|
1930
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$1.34B
|
+$110M
|
+9%
|
8.29%
|
81.2%
|
171
|
9.36%
|
|
|
1931
|
Entropy Technologies
New York
|
$1.34B
|
+$78.2M
|
+6%
|
6.93%
|
–
|
1,142
|
65.76%
|
|
|
1932
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.34B
|
+$105M
|
+8%
|
7.54%
|
73.4%
|
833
|
26.05%
|
|
|
1933
|
Fusion Family Wealth
Woodbury,
New York
|
$1.33B
|
+$152M
|
+13%
|
7.2%
|
58.2%
|
49
|
8.16%
|
|
|
1934
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$1.33B
|
+$128M
|
+11%
|
8.34%
|
80.5%
|
413
|
11.38%
|
|
|
1935
|
|
$1.33B
|
+$37.8M
|
+3%
|
0.07%
|
27%
|
38
|
7.89%
|
|
|
1936
|
Sozo Ventures GP II
Redwood City,
California
|
$1.33B
|
+$471M
|
+55%
|
60.1%
|
8.44%
|
1
|
0%
|
|
|
1937
|
1607 Capital Partners
Richmond,
Virginia
|
$1.33B
|
+$93.4M
|
+8%
|
3.67%
|
28.5%
|
129
|
13.18%
|
|
|
1938
|
Lakewood Capital Management
New York
|
$1.33B
|
-$14.5M
|
-1%
|
3.87%
|
45.4%
|
60
|
25%
|
|
|
1939
|
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
$1.32B
|
-$263M
|
-17%
|
6.04%
|
31%
|
1,434
|
50.07%
|
|
|
1940
|
J. Stern & Co
London,
United Kingdom
|
$1.32B
|
+$151M
|
+13%
|
7.59%
|
–
|
44
|
20.45%
|
|
|
1941
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$1.32B
|
+$107M
|
+9%
|
9.36%
|
88.1%
|
490
|
15.51%
|
|
|
1942
|
Atom Investors
Austin,
Texas
|
$1.32B
|
+$191M
|
+17%
|
6.76%
|
83.4%
|
871
|
65.56%
|
|
|
1943
|
Austin Private Wealth
Austin,
Texas
|
$1.32B
|
+$49.2M
|
+4%
|
7.44%
|
62.3%
|
332
|
12.95%
|
|
|
1944
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$1.31B
|
+$82.3M
|
+7%
|
7.3%
|
87.6%
|
715
|
14.97%
|
|
|
1945
|
Generali Investments CEE
Prague,
Czech Republic
|
$1.31B
|
+$97.7M
|
+8%
|
7.46%
|
–
|
400
|
8.5%
|
|
|
1946
|
Novare Capital Management
Charlotte,
North Carolina
|
$1.31B
|
+$82.6M
|
+7%
|
8.12%
|
76.5%
|
206
|
11.17%
|
|
|
1947
|
WBH Advisory
Baltimore,
Maryland
|
$1.31B
|
+$136M
|
+12%
|
6.33%
|
57.6%
|
353
|
8.22%
|
|
|
1948
|
Vicus Capital
State College,
Pennsylvania
|
$1.31B
|
+$106M
|
+9%
|
6.99%
|
59.6%
|
300
|
22.67%
|
|
|
1949
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$1.31B
|
+$200M
|
+18%
|
11.6%
|
116%
|
483
|
23.19%
|
|
|
1950
|
Nicholas Investment Partners
Rancho Santa Fe,
California
|
$1.31B
|
+$185M
|
+16%
|
23.9%
|
397%
|
244
|
26.23%
|
|