|
1926
|
Catawba Capital Management
Roanoke,
Virginia
|
$435M
|
+$2.21M
|
+0.5%
|
|
|
263
|
|
|
|
1927
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$435M
|
+$4.31M
|
+1%
|
|
|
64
|
|
|
|
1928
|
Delphi Financial Group
Wilmington,
Delaware
|
$435M
|
+$55.7M
|
+15%
|
|
|
20
|
|
|
|
1929
|
Aureus Asset Management
Boston,
Massachusetts
|
$435M
|
+$23.6M
|
+6%
|
|
|
166
|
|
|
|
1930
|
Efficient Market Advisors
San Diego,
California
|
$435M
|
+$26.3M
|
+6%
|
|
|
159
|
|
|
|
1931
|
BTC Capital Management
Des Moines,
Iowa
|
$435M
|
+$30.7M
|
+8%
|
|
|
167
|
|
|
|
1932
|
Salzman & Co
Pittsford,
New York
|
$435M
|
-$12.1M
|
-3%
|
|
|
21
|
|
|
|
1933
|
Private Wealth Partners
Mill Valley,
California
|
$434M
|
+$8.96M
|
+2%
|
|
|
157
|
|
|
|
1934
|
|
$434M
|
+$70.8M
|
+19%
|
|
|
22
|
|
|
|
1935
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$434M
|
+$21.7M
|
+5%
|
|
|
232
|
|
|
|
1936
|
TD Ameritrade Trust
Denver,
Colorado
|
$433M
|
+$21.2M
|
+5%
|
|
|
51
|
|
|
|
1937
|
Ridgegate Proprietary
Sydney,
Australia
|
$433M
|
-$12.1M
|
-3%
|
|
|
2
|
|
|
|
1938
|
Bank of Kentucky
Crestview Hills,,
Kentucky
|
$432M
|
-$29.5M
|
-6%
|
|
|
297
|
|
|
|
1939
|
E. Ohman J:or Asset Management
Stockholm,
Sweden
|
$431M
|
+$11.4M
|
+3%
|
|
|
534
|
|
|
|
1940
|
Dean Investment Associates
Beavercreek,
Ohio
|
$431M
|
-$719K
|
-0.2%
|
|
|
251
|
|
|
|
1941
|
Premier Asset Management
Chicago,
Illinois
|
$431M
|
+$22.5M
|
+5%
|
|
|
105
|
|
|
|
1942
|
Trinity Street Asset Management
London,
United Kingdom
|
$431M
|
-$8.9M
|
-2%
|
|
|
17
|
|
|
|
1943
|
Addison Clark Management
Stamford,
Connecticut
|
$430M
|
-$152M
|
-26%
|
|
|
20
|
|
|
|
1944
|
Petrus Trust Company
Dallas,
Texas
|
$429M
|
+$22.1M
|
+5%
|
|
|
79
|
|
|
|
1945
|
Harbinger Holdings
New York
|
$429M
|
-$57.8M
|
-12%
|
|
|
1
|
|
|
|
1946
|
Community Bank
Dewitt,
New York
|
$429M
|
-$11.8M
|
-3%
|
|
|
384
|
|
|
|
1947
|
CNA Financial
Chicago,
Illinois
|
$429M
|
-$505K
|
-0.1%
|
|
|
196
|
|
|
|
1948
|
JMG Financial Group
Downers Grove,
Illinois
|
$428M
|
+$45M
|
+12%
|
|
|
57
|
|
|
|
1949
|
Hawkins Capital
Houston,
Texas
|
$428M
|
-$220M
|
-34%
|
|
|
17
|
|
|
|
1950
|
Old Mission Capital
Chicago,
Illinois
|
$427M
|
-$123M
|
-22%
|
|
|
296
|
|
|