|
1926
|
Tradition Wealth Management
Edina,
Minnesota
|
$856M
|
+$52.5M
|
+7%
|
|
|
1,428
|
|
|
|
1927
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$856M
|
+$75.8M
|
+10%
|
|
|
190
|
|
|
|
1928
|
Ion Asset Management
Herzliya,
Israel
|
$856M
|
-$96.9M
|
-10%
|
|
|
42
|
|
|
|
1929
|
ARS Investment Partners
New York
|
$856M
|
+$22.9M
|
+3%
|
|
|
171
|
|
|
|
1930
|
|
$855M
|
+$215M
|
+34%
|
|
|
19
|
|
|
|
1931
|
Wealthcare Capital Management
Richmond,
Virginia
|
$854M
|
+$34.3M
|
+4%
|
|
|
78
|
|
|
|
1932
|
Matthews International Capital Management
San Francisco,
California
|
$854M
|
-$149M
|
-15%
|
|
|
51
|
|
|
|
1933
|
Naples Global Advisors
Naples,
Florida
|
$852M
|
+$50.4M
|
+6%
|
|
|
404
|
|
|
|
1934
|
Marcum Wealth
Cleveland,
Ohio
|
$852M
|
+$50.5M
|
+6%
|
|
|
429
|
|
|
|
1935
|
Narwhal Capital Management
Marietta,
Georgia
|
$851M
|
+$51.5M
|
+6%
|
|
|
175
|
|
|
|
1936
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$850M
|
+$72.7M
|
+9%
|
|
|
393
|
|
|
|
1937
|
AltraVue Capital
Bellevue,
Washington
|
$850M
|
+$17.3M
|
+2%
|
|
|
30
|
|
|
|
1938
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$850M
|
+$48.9M
|
+6%
|
|
|
123
|
|
|
|
1939
|
Creative Financial Designs
Kokomo,
Indiana
|
$850M
|
+$86M
|
+11%
|
|
|
1,537
|
|
|
|
1940
|
PSquared Asset Management
Zurich,
Switzerland
|
$849M
|
+$155M
|
+22%
|
|
|
18
|
|
|
|
1941
|
Banc Funds Company
Chicago,
Illinois
|
$849M
|
-$87.3M
|
-9%
|
|
|
159
|
|
|
|
1942
|
No Street GP LP
San Francisco,
California
|
$848M
|
+$64.5M
|
+8%
|
|
|
34
|
|
|
|
1943
|
Woodstock Corp
Boston,
Massachusetts
|
$847M
|
+$63.3M
|
+8%
|
|
|
174
|
|
|
|
1944
|
RVW Wealth
Los Angeles,
California
|
$847M
|
+$40.9M
|
+5%
|
|
|
163
|
|
|
|
1945
|
Tran Capital Management
San Rafael,
California
|
$847M
|
+$45.2M
|
+6%
|
|
|
42
|
|
|
|
1946
|
NEPC LLC
Boston,
Massachusetts
|
$847M
|
+$518M
|
+157%
|
|
|
40
|
|
|
|
1947
|
Broad Run Investment Management
Arlington,
Virginia
|
$845M
|
+$6.13M
|
+0.7%
|
|
|
26
|
|
|
|
1948
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$845M
|
+$53.3M
|
+7%
|
|
|
137
|
|
|
|
1949
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$845M
|
+$113M
|
+15%
|
|
|
919
|
|
|
|
1950
|
Kintegral Advisory
New York
|
$844M
|
+$70M
|
+9%
|
|
|
265
|
|
|