|
1926
|
Naples Global Advisors
Naples,
Florida
|
$802M
|
+$15.2M
|
+2%
|
|
|
401
|
|
|
|
1927
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$802M
|
+$107M
|
+15%
|
|
|
276
|
|
|
|
1928
|
CapWealth Advisors
Franklin,
Tennessee
|
$802M
|
-$49.2M
|
-6%
|
|
|
112
|
|
|
|
1929
|
Central Securities
New York
|
$802M
|
+$27.7M
|
+4%
|
|
|
26
|
|
|
|
1930
|
Marcum Wealth
Cleveland,
Ohio
|
$801M
|
+$47.3M
|
+6%
|
|
|
432
|
|
|
|
1931
|
WBH Advisory
Baltimore,
Maryland
|
$801M
|
–
|
–
|
|
|
296
|
|
|
|
1932
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$801M
|
+$96.7M
|
+14%
|
|
|
126
|
|
|
|
1933
|
Bain Capital Life Sciences Investors
Boston,
Massachusetts
|
$800M
|
-$94.7M
|
-11%
|
|
|
36
|
|
|
|
1934
|
Narwhal Capital Management
Marietta,
Georgia
|
$799M
|
+$47.6M
|
+6%
|
|
|
165
|
|
|
|
1935
|
True Link Financial Advisors
San Francisco,
California
|
$799M
|
+$61M
|
+8%
|
|
|
120
|
|
|
|
1936
|
Campbell Wealth Management
Alexandria,
Virginia
|
$798M
|
+$79.7M
|
+11%
|
|
|
80
|
|
|
|
1937
|
Condor Capital Management
Martinsville,
New Jersey
|
$797M
|
-$3.7M
|
-0.5%
|
|
|
261
|
|
|
|
1938
|
First Business Financial Services
Madison,
Wisconsin
|
$797M
|
+$52.6M
|
+7%
|
|
|
171
|
|
|
|
1939
|
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
$794M
|
+$160M
|
+25%
|
|
|
637
|
|
|
|
1940
|
Longbow Finance
Lutry,
Switzerland
|
$794M
|
+$51.7M
|
+7%
|
|
|
70
|
|
|
|
1941
|
Bridgeworth
Birmingham,
Alabama
|
$793M
|
+$165M
|
+26%
|
|
|
173
|
|
|
|
1942
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$793M
|
+$20.2M
|
+3%
|
|
|
50
|
|
|
|
1943
|
|
$792M
|
+$31.3M
|
+4%
|
|
|
81
|
|
|
|
1944
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$792M
|
+$43.8M
|
+6%
|
|
|
135
|
|
|
|
1945
|
Levin Capital Strategies
New York
|
$792M
|
+$52.2M
|
+7%
|
|
|
285
|
|
|
|
1946
|
Harvey Partners
Tarrytown,
New York
|
$791M
|
+$20.2M
|
+3%
|
|
|
41
|
|
|
|
1947
|
MMBG Investment Advisors
Miami,
Florida
|
$789M
|
+$33.8M
|
+4%
|
|
|
168
|
|
|
|
1948
|
Gladstone Capital Management
London,
United Kingdom
|
$787M
|
+$13.2M
|
+2%
|
|
|
19
|
|
|
|
1949
|
Soltis Investment Advisors
St. George,
Utah
|
$786M
|
+$26.4M
|
+3%
|
|
|
278
|
|
|
|
1950
|
Inspire Investing
Meridian,
Idaho
|
$786M
|
+$8.74M
|
+1%
|
|
|
807
|
|
|