|
1951
|
Narwhal Capital Management
Marietta,
Georgia
|
$1.36B
|
-$20.9M
|
-2%
|
1.29%
|
93.8%
|
173
|
8.09%
|
|
|
1952
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$1.35B
|
-$54.6M
|
-4%
|
2.36%
|
98%
|
273
|
8.42%
|
|
|
1953
|
Partners Group Holding
Baar-Zug,
Switzerland
|
$1.35B
|
-$130M
|
-9%
|
8.7%
|
23.3%
|
51
|
5.88%
|
|
|
1954
|
McIlrath & Eck
Arlington,
Washington
|
$1.35B
|
+$273M
|
+25%
|
0.69%
|
44%
|
1,722
|
47.68%
|
|
|
1955
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$1.35B
|
+$6.2M
|
+0.5%
|
0.9%
|
62%
|
235
|
24.26%
|
|
|
1956
|
CapWealth Advisors
Franklin,
Tennessee
|
$1.35B
|
-$114M
|
-8%
|
7.12%
|
143%
|
124
|
7.26%
|
|
|
1957
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$1.35B
|
-$16.6M
|
-1%
|
0.25%
|
86.3%
|
376
|
13.3%
|
|
|
1958
|
PBCay One
Dubai,
United Arab Emirates
|
$1.34B
|
+$777M
|
+137%
|
10.3%
|
–
|
19
|
47.37%
|
|
|
1959
|
HoldCo Asset Management
Fort Lauderdale,
Florida
|
$1.34B
|
+$14.2M
|
+1%
|
1.26%
|
–
|
30
|
6.67%
|
|
|
1960
|
Verity & Verity
Beaufort,
South Carolina
|
$1.34B
|
+$54.6M
|
+4%
|
4.41%
|
76.4%
|
156
|
14.1%
|
|
|
1961
|
Oaktop Capital Management II
Chatham,
New Jersey
|
$1.34B
|
+$160M
|
+14%
|
17.2%
|
451%
|
14
|
7.14%
|
|
|
1962
|
Fusion Family Wealth
Woodbury,
New York
|
$1.34B
|
+$19.8M
|
+1%
|
0.39%
|
58.2%
|
49
|
10.2%
|
|
|
1963
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$1.34B
|
-$14.9M
|
-1%
|
0.75%
|
51.1%
|
959
|
11.68%
|
|
|
1964
|
Baring Fintech Manager Holding
Castel,
Guernsey
|
$1.34B
|
-$73.3M
|
-5%
|
5.2%
|
–
|
1
|
0%
|
|
|
1965
|
49 Wealth Management
Austin,
Texas
|
$1.34B
|
+$107M
|
+9%
|
0.23%
|
–
|
231
|
26.41%
|
|
|
1966
|
WBH Advisory
Baltimore,
Maryland
|
$1.34B
|
-$15.2M
|
-1%
|
1.96%
|
57.6%
|
363
|
9.09%
|
|
|
1967
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.33B
|
-$109M
|
-8%
|
0.36%
|
85.3%
|
406
|
32.27%
|
|
|
1968
|
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
|
$1.33B
|
-$503M
|
-27%
|
0.09%
|
4.8%
|
451
|
43.24%
|
|
|
1969
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$1.33B
|
+$68.8M
|
+5%
|
1.16%
|
77.2%
|
315
|
24.76%
|
|
|
1970
|
NBC Securities
Birmingham,
Alabama
|
$1.33B
|
-$1.53M
|
-0.1%
|
1.79%
|
86.6%
|
2,971
|
20.6%
|
|
|
1971
|
Applied Finance Capital Management
San Juan,
Puerto Rico
|
$1.33B
|
-$64.2M
|
-5%
|
0.08%
|
90.4%
|
236
|
12.29%
|
|
|
1972
|
Compass Rose Asset Management
New York
|
$1.33B
|
+$100M
|
+8%
|
4.65%
|
41%
|
36
|
77.78%
|
|
|
1973
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$1.33B
|
+$40.5M
|
+3%
|
2.37%
|
–
|
1,931
|
25.12%
|
|
|
1974
|
|
$1.33B
|
-$1.18B
|
-47%
|
11%
|
44.2%
|
2
|
50%
|
|
|
1975
|
Marco Investment Management
Atlanta,
Georgia
|
$1.33B
|
-$6.95M
|
-0.5%
|
2.04%
|
127%
|
238
|
6.72%
|
|