|
1926
|
|
$636M
|
-$185M
|
-23%
|
|
|
1
|
|
|
|
1927
|
FJ Capital Management
Mclean,
Virginia
|
$636M
|
-$9.17M
|
-1%
|
|
|
100
|
|
|
|
1928
|
Archon Partners
Princeton Junction,
New Jersey
|
$636M
|
+$85.2M
|
+15%
|
|
|
56
|
|
|
|
1929
|
Alta Park Capital
San Francisco,
California
|
$635M
|
+$1.62M
|
+0.3%
|
|
|
34
|
|
|
|
1930
|
HighTower Trust
Houston,
Texas
|
$635M
|
-$21.5M
|
-3%
|
|
|
115
|
|
|
|
1931
|
Engle Capital Management
Greenwich,
Connecticut
|
$634M
|
+$13.9M
|
+2%
|
|
|
29
|
|
|
|
1932
|
Wedgewood Partners
St Louis,
Missouri
|
$632M
|
+$42.1M
|
+7%
|
|
|
39
|
|
|
|
1933
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$632M
|
+$48.2M
|
+8%
|
|
|
1,048
|
|
|
|
1934
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$632M
|
+$59M
|
+10%
|
|
|
89
|
|
|
|
1935
|
Caption Management
Oklahoma City,
Oklahoma
|
$631M
|
+$141M
|
+29%
|
|
|
801
|
|
|
|
1936
|
Wellington Shields Capital Management
New York
|
$631M
|
+$7.52M
|
+1%
|
|
|
252
|
|
|
|
1937
|
Manchester Capital Management
Manchester,
Vermont
|
$630M
|
-$92.3M
|
-13%
|
|
|
716
|
|
|
|
1938
|
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
$630M
|
+$59.8M
|
+10%
|
|
|
36
|
|
|
|
1939
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$628M
|
+$44.9M
|
+8%
|
|
|
121
|
|
|
|
1940
|
Sather Financial Group
Victoria,
Texas
|
$628M
|
+$44.9M
|
+8%
|
|
|
47
|
|
|
|
1941
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$627M
|
+$113M
|
+22%
|
|
|
523
|
|
|
|
1942
|
M Holdings Securities
Portland,
Oregon
|
$627M
|
+$68M
|
+12%
|
|
|
178
|
|
|
|
1943
|
Sunriver Management
Greenwich,
Connecticut
|
$626M
|
-$7.93M
|
-1%
|
|
|
24
|
|
|
|
1944
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$625M
|
+$64.4M
|
+11%
|
|
|
105
|
|
|
|
1945
|
|
$625M
|
+$183M
|
+41%
|
|
|
811
|
|
|
|
1946
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$625M
|
+$80.2M
|
+15%
|
|
|
79
|
|
|
|
1947
|
SeaCrest Wealth Management
Purchase,
New York
|
$624M
|
+$45.4M
|
+8%
|
|
|
627
|
|
|
|
1948
|
Fairpointe Capital
Chicago,
Illinois
|
$624M
|
-$62.7M
|
-9%
|
|
|
80
|
|
|
|
1949
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$623M
|
+$64.6M
|
+12%
|
|
|
384
|
|
|
|
1950
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$623M
|
+$36.8M
|
+6%
|
|
|
440
|
|
|