|
1926
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$412M
|
+$16.4M
|
+4%
|
|
|
230
|
|
|
|
1927
|
TD Ameritrade Trust
Denver,
Colorado
|
$412M
|
+$54.2M
|
+15%
|
|
|
55
|
|
|
|
1928
|
Valentine Capital Asset Management
Danville,
California
|
$411M
|
+$152M
|
+59%
|
|
|
112
|
|
|
|
1929
|
MDE Group
Morristown,
New Jersey
|
$411M
|
+$7.32M
|
+2%
|
|
|
63
|
|
|
|
1930
|
Aureus Asset Management
Boston,
Massachusetts
|
$411M
|
+$12.8M
|
+3%
|
|
|
155
|
|
|
|
1931
|
Speece Thorson Capital Group
Minnetonka,
Minnesota
|
$411M
|
+$19.7M
|
+5%
|
|
|
40
|
|
|
|
1932
|
Red Mountain Capital Partners
Los Angeles,
California
|
$410M
|
+$109M
|
+36%
|
|
|
15
|
|
|
|
1933
|
Highmount Capital
New York
|
$410M
|
+$8.69M
|
+2%
|
|
|
147
|
|
|
|
1934
|
Empirical Wealth Management
Seattle,
Washington
|
$409M
|
-$4.07M
|
-1%
|
|
|
108
|
|
|
|
1935
|
Premier Asset Management
Chicago,
Illinois
|
$409M
|
+$17.8M
|
+5%
|
|
|
104
|
|
|
|
1936
|
Efficient Market Advisors
San Diego,
California
|
$408M
|
+$30.3M
|
+8%
|
|
|
268
|
|
|
|
1937
|
Petrus Trust Company
Dallas,
Texas
|
$407M
|
+$1.73M
|
+0.4%
|
|
|
69
|
|
|
|
1938
|
GoodHaven Capital Management
Millburn,
New Jersey
|
$407M
|
-$80.8M
|
-17%
|
|
|
27
|
|
|
|
1939
|
Energy Opportunities Capital Management
Austin,
Texas
|
$407M
|
-$94M
|
-19%
|
|
|
48
|
|
|
|
1940
|
KDI Capital Partners
Raleigh,
North Carolina
|
$407M
|
+$8.09M
|
+2%
|
|
|
40
|
|
|
|
1941
|
Lexington Partners VI Holdings Sub
New York
|
$406M
|
+$15.9M
|
+4%
|
|
|
1
|
|
|
|
1942
|
River Global Investors
London,
United Kingdom
|
$406M
|
-$102M
|
-20%
|
|
|
97
|
|
|
|
1943
|
Cabot Wealth Management
Salem,
Massachusetts
|
$405M
|
+$14.5M
|
+4%
|
|
|
159
|
|
|
|
1944
|
Birch Run Capital Advisors
Dallas,
Texas
|
$404M
|
+$21.8M
|
+6%
|
|
|
22
|
|
|
|
1945
|
BTC Capital Management
Des Moines,
Iowa
|
$404M
|
+$9.33M
|
+2%
|
|
|
152
|
|
|
|
1946
|
Lingohr Asset Management
Duesseldorf,
Germany
|
$403M
|
-$287M
|
-42%
|
|
|
119
|
|
|
|
1947
|
Park Avenue Securities
New York
|
$403M
|
–
|
–
|
|
|
23
|
|
|
|
1948
|
Davis Asset Management
Sausalito,
California
|
$403M
|
+$36.9M
|
+10%
|
|
|
29
|
|
|
|
1949
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$402M
|
+$6.18M
|
+2%
|
|
|
187
|
|
|
|
1950
|
Magee Thomson Investment Partners
San Diego,
California
|
$402M
|
-$3.67M
|
-0.9%
|
|
|
186
|
|
|