|
1926
|
|
$895M
|
+$41.2M
|
+5%
|
|
|
36
|
|
|
|
1927
|
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
|
$895M
|
-$67.1M
|
-7%
|
|
|
32
|
|
|
|
1928
|
Connectus Wealth
Cincinnati,
Ohio
|
$894M
|
+$3.38M
|
+0.4%
|
|
|
33
|
|
|
|
1929
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$894M
|
-$6.25M
|
-0.7%
|
|
|
289
|
|
|
|
1930
|
Cardan Capital Partners
Denver,
Colorado
|
$893M
|
-$5.83M
|
-0.6%
|
|
|
259
|
|
|
|
1931
|
Omega Fund Management
Boston,
Massachusetts
|
$891M
|
+$7.78M
|
+0.9%
|
|
|
26
|
|
|
|
1932
|
BTC Capital Management
Des Moines,
Iowa
|
$891M
|
+$13.1M
|
+1%
|
|
|
233
|
|
|
|
1933
|
Kopernik Global Investors
Tampa,
Florida
|
$890M
|
-$52.8M
|
-6%
|
|
|
26
|
|
|
|
1934
|
Grassi Investment Management
Santa Clara,
California
|
$889M
|
-$31.9M
|
-3%
|
|
|
149
|
|
|
|
1935
|
Sand Grove Capital Management
London,
United Kingdom
|
$889M
|
-$167M
|
-16%
|
|
|
24
|
|
|
|
1936
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$889M
|
+$4.82M
|
+0.5%
|
|
|
247
|
|
|
|
1937
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$887M
|
+$1.7M
|
+0.2%
|
|
|
86
|
|
|
|
1938
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$882M
|
+$39.6M
|
+5%
|
|
|
1,122
|
|
|
|
1939
|
Fiduciary Group
Savannah,
Georgia
|
$881M
|
+$17M
|
+2%
|
|
|
244
|
|
|
|
1940
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$880M
|
+$82.8M
|
+10%
|
|
|
62
|
|
|
|
1941
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$880M
|
+$8.64M
|
+1%
|
|
|
91
|
|
|
|
1942
|
Magnolia Group
Omaha,
Nebraska
|
$879M
|
+$74.7M
|
+9%
|
|
|
11
|
|
|
|
1943
|
Column Group
San Francisco,
California
|
$879M
|
+$173M
|
+24%
|
|
|
8
|
|
|
|
1944
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$878M
|
-$193M
|
-18%
|
|
|
148
|
|
|
|
1945
|
|
$878M
|
-$30.6M
|
-3%
|
|
|
233
|
|
|
|
1946
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$877M
|
+$53.8M
|
+7%
|
|
|
345
|
|
|
|
1947
|
Angelo Gordon & Co
New York
|
$876M
|
+$13.5M
|
+2%
|
|
|
299
|
|
|
|
1948
|
Resource Management
Metairie,
Louisiana
|
$876M
|
+$1.89M
|
+0.2%
|
|
|
199
|
|
|
|
1949
|
Simcoe Capital Management
New York
|
$875M
|
+$75.4M
|
+9%
|
|
|
19
|
|
|
|
1950
|
Facet Wealth Inc
Baltimore,
Maryland
|
$875M
|
+$146M
|
+20%
|
|
|
61
|
|
|