|
1926
|
Endurance Wealth Management
Providence,
Rhode Island
|
$902M
|
+$52M
|
+6%
|
|
|
670
|
|
|
|
1927
|
Gratus Capital
Atlanta,
Georgia
|
$901M
|
+$69M
|
+8%
|
|
|
191
|
|
|
|
1928
|
SFMG Wealth Advisors
Plano,
Texas
|
$900M
|
+$37.6M
|
+4%
|
|
|
275
|
|
|
|
1929
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$900M
|
+$21.7M
|
+2%
|
|
|
292
|
|
|
|
1930
|
Handelsinvest Investeringsforvaltning
Herning,
Denmark
|
$899M
|
+$78.8M
|
+10%
|
|
|
131
|
|
|
|
1931
|
Cardan Capital Partners
Denver,
Colorado
|
$899M
|
+$66M
|
+8%
|
|
|
288
|
|
|
|
1932
|
IFG Advisory
Atlanta,
Georgia
|
$897M
|
+$93.8M
|
+12%
|
|
|
524
|
|
|
|
1933
|
Nottingham Advisors
Amherst,
New York
|
$896M
|
+$6.15M
|
+0.7%
|
|
|
159
|
|
|
|
1934
|
Roundview Capital
Princeton,
New Jersey
|
$896M
|
+$102M
|
+13%
|
|
|
283
|
|
|
|
1935
|
K2 Principal Fund
Toronto,
Ontario, Canada
|
$896M
|
+$262M
|
+41%
|
|
|
469
|
|
|
|
1936
|
Novare Capital Management
Charlotte,
North Carolina
|
$895M
|
+$64M
|
+8%
|
|
|
168
|
|
|
|
1937
|
Origin Asset Management
London,
United Kingdom
|
$895M
|
-$82.9M
|
-8%
|
|
|
145
|
|
|
|
1938
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$894M
|
+$32.2M
|
+4%
|
|
|
154
|
|
|
|
1939
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$893M
|
+$62.4M
|
+8%
|
|
|
155
|
|
|
|
1940
|
Sixth Street Partners
Dallas,
Texas
|
$893M
|
-$44.8M
|
-5%
|
|
|
9
|
|
|
|
1941
|
Morningstar Investment Management
Chicago,
Illinois
|
$893M
|
-$104M
|
-10%
|
|
|
45
|
|
|
|
1942
|
Hodges Capital Management
Dallas,
Texas
|
$892M
|
+$169M
|
+23%
|
|
|
252
|
|
|
|
1943
|
York Capital Management Global Advisors
New York
|
$892M
|
+$199M
|
+29%
|
|
|
75
|
|
|
|
1944
|
Dow Chemical Company
Midland,
Michigan
|
$891M
|
+$475M
|
+114%
|
|
|
11
|
|
|
|
1945
|
First Command Bank
Fort Worth,
Texas
|
$891M
|
+$428M
|
+92%
|
|
|
465
|
|
|
|
1946
|
First Command Financial Services
Fort Worth,
Texas
|
$891M
|
+$428M
|
+92%
|
|
|
465
|
|
|
|
1947
|
Bangor Savings Bank
Bangor,
Maine
|
$891M
|
+$61.7M
|
+7%
|
|
|
196
|
|
|
|
1948
|
Connectus Wealth
Cincinnati,
Ohio
|
$891M
|
+$56.1M
|
+7%
|
|
|
35
|
|
|
|
1949
|
Kore Private Wealth
New York
|
$890M
|
+$149M
|
+20%
|
|
|
441
|
|
|
|
1950
|
Donor Advised Charitable Giving
San Francisco,
California
|
$889M
|
-$83.4M
|
-9%
|
|
|
116
|
|
|