|
1926
|
P2 Capital Partners
New York
|
$756M
|
-$54M
|
-7%
|
|
|
20
|
|
|
|
1927
|
|
$756M
|
-$336M
|
-31%
|
|
|
2,634
|
|
|
|
1928
|
Advance Capital Management
Southfield,
Michigan
|
$755M
|
-$62.9M
|
-8%
|
|
|
112
|
|
|
|
1929
|
MMBG Investment Advisors
Miami,
Florida
|
$755M
|
+$8.24M
|
+1%
|
|
|
168
|
|
|
|
1930
|
Maple Capital Management
Montpelier,
Vermont
|
$755M
|
-$37.4M
|
-5%
|
|
|
101
|
|
|
|
1931
|
Kintegral Advisory
New York
|
$755M
|
+$34.2M
|
+5%
|
|
|
331
|
|
|
|
1932
|
Redwood Investment Management
Scottsdale,
Arizona
|
$755M
|
+$279M
|
+59%
|
|
|
303
|
|
|
|
1933
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$754M
|
+$96.6M
|
+15%
|
|
|
590
|
|
|
|
1934
|
Marcum Wealth
Cleveland,
Ohio
|
$754M
|
+$94.9M
|
+14%
|
|
|
416
|
|
|
|
1935
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$754M
|
+$17.5M
|
+2%
|
|
|
73
|
|
|
|
1936
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$754M
|
+$69.3M
|
+10%
|
|
|
716
|
|
|
|
1937
|
Woodstock Corp
Boston,
Massachusetts
|
$752M
|
+$80.2M
|
+12%
|
|
|
173
|
|
|
|
1938
|
ARS Investment Partners
New York
|
$752M
|
+$24.5M
|
+3%
|
|
|
190
|
|
|
|
1939
|
Narwhal Capital Management
Marietta,
Georgia
|
$752M
|
+$61.6M
|
+9%
|
|
|
166
|
|
|
|
1940
|
Richard C. Young & Co
Newport,
Rhode Island
|
$751M
|
+$97.5M
|
+15%
|
|
|
79
|
|
|
|
1941
|
Fiduciary Group
Savannah,
Georgia
|
$751M
|
-$21.2M
|
-3%
|
|
|
237
|
|
|
|
1942
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$748M
|
+$54M
|
+8%
|
|
|
135
|
|
|
|
1943
|
Towle & Co
Denver,
Colorado
|
$748M
|
+$136M
|
+22%
|
|
|
73
|
|
|
|
1944
|
Himension Capital (Singapore)
Singapore
|
$748M
|
-$195M
|
-21%
|
|
|
12
|
|
|
|
1945
|
SP Asset Management
Cupertino,
California
|
$747M
|
+$16.3M
|
+2%
|
|
|
116
|
|
|
|
1946
|
Redwood Investments
Boston,
Massachusetts
|
$747M
|
+$2.53M
|
+0.3%
|
|
|
129
|
|
|
|
1947
|
McKinley Capital Management
Anchorage,
Alaska
|
$747M
|
+$9.76M
|
+1%
|
|
|
179
|
|
|
|
1948
|
Adams Asset Advisors
Dallas,
Texas
|
$746M
|
+$101M
|
+16%
|
|
|
89
|
|
|
|
1949
|
First Business Financial Services
Madison,
Wisconsin
|
$744M
|
+$43.9M
|
+6%
|
|
|
172
|
|
|
|
1950
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$743M
|
-$230M
|
-24%
|
|
|
5
|
|
|