|
1901
|
Ion Asset Management
Herzliya,
Israel
|
$597M
|
+$162M
|
+37%
|
|
|
33
|
|
|
|
1902
|
Caldwell Trust
Venice,
Florida
|
$597M
|
+$69M
|
+13%
|
|
|
806
|
|
|
|
1903
|
Community Bank
Dewitt,
New York
|
$595M
|
+$132M
|
+29%
|
|
|
487
|
|
|
|
1904
|
Rampart Investment Management
Hartford,
Connecticut
|
$594M
|
+$384M
|
+182%
|
|
|
545
|
|
|
|
1905
|
Kahn Brothers Group
New York
|
$592M
|
+$45.1M
|
+8%
|
|
|
48
|
|
|
|
1906
|
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
|
$592M
|
+$97.3M
|
+20%
|
|
|
54
|
|
|
|
1907
|
Formula Growth
Montreal,
Quebec, Canada
|
$591M
|
+$69.5M
|
+13%
|
|
|
181
|
|
|
|
1908
|
Parcion Private Wealth
Bellevue,
Washington
|
$591M
|
+$228M
|
+63%
|
|
|
220
|
|
|
|
1909
|
Wedgewood Partners
St Louis,
Missouri
|
$590M
|
+$62.7M
|
+12%
|
|
|
42
|
|
|
|
1910
|
Harvey Investment Company
Louisville,
Kentucky
|
$590M
|
+$79.7M
|
+16%
|
|
|
85
|
|
|
|
1911
|
Oxford Financial Group
Carmel,
Indiana
|
$590M
|
+$89.2M
|
+18%
|
|
|
215
|
|
|
|
1912
|
Lannebo Fonder
Stockholm,
Sweden
|
$588M
|
+$232M
|
+65%
|
|
|
37
|
|
|
|
1913
|
Cadinha & Co
Honolulu,
Hawaii
|
$588M
|
+$211M
|
+56%
|
|
|
98
|
|
|
|
1914
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$588M
|
+$147M
|
+33%
|
|
|
130
|
|
|
|
1915
|
Gratus Capital
Atlanta,
Georgia
|
$587M
|
+$79.7M
|
+16%
|
|
|
174
|
|
|
|
1916
|
Cornerstone Capital
Palo Alto,
California
|
$587M
|
+$106M
|
+22%
|
|
|
79
|
|
|
|
1917
|
CCM Investment Advisers
Columbia,
South Carolina
|
$587M
|
+$86.2M
|
+17%
|
|
|
66
|
|
|
|
1918
|
Woodstock Corp
Boston,
Massachusetts
|
$587M
|
+$95.9M
|
+20%
|
|
|
163
|
|
|
|
1919
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$586M
|
+$108M
|
+23%
|
|
|
153
|
|
|
|
1920
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$586M
|
+$45.7M
|
+8%
|
|
|
472
|
|
|
|
1921
|
Opti Capital Management
New York
|
$585M
|
+$97.2M
|
+20%
|
|
|
45
|
|
|
|
1922
|
Adell Harriman & Carpenter
Houston,
Texas
|
$584M
|
+$112M
|
+24%
|
|
|
132
|
|
|
|
1923
|
|
$584M
|
+$80.1M
|
+16%
|
|
|
20
|
|
|
|
1924
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$584M
|
+$95.7M
|
+20%
|
|
|
1,146
|
|
|
|
1925
|
Transform Wealth
Greenwood Village,
Colorado
|
$584M
|
+$115M
|
+24%
|
|
|
242
|
|
|