|
1926
|
Paradigm Operations
San Francisco,
California
|
$1B
|
-$194M
|
-16%
|
|
|
1
|
|
|
|
1927
|
Cozad Asset Management
Champaign,
Illinois
|
$1B
|
+$41.6M
|
+4%
|
|
|
411
|
|
|
|
1928
|
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
|
$1B
|
-$25.9M
|
-3%
|
|
|
61
|
|
|
|
1929
|
RVW Wealth
Los Angeles,
California
|
$1B
|
+$28.9M
|
+3%
|
|
|
159
|
|
|
|
1930
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$1B
|
-$17.2M
|
-2%
|
|
|
24
|
|
|
|
1931
|
Voss Capital
Houston,
Texas
|
$1B
|
-$209M
|
-17%
|
|
|
40
|
|
|
|
1932
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1B
|
+$69.5M
|
+7%
|
|
|
919
|
|
|
|
1933
|
Atom Investors
Austin,
Texas
|
$1B
|
+$204M
|
+26%
|
|
|
716
|
|
|
|
1934
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$1,000M
|
+$60.3M
|
+6%
|
|
|
92
|
|
|
|
1935
|
Bangor Savings Bank
Bangor,
Maine
|
$1,000M
|
+$21.9M
|
+2%
|
|
|
532
|
|
|
|
1936
|
First American Trust
Santa Ana,
California
|
$998M
|
+$43.7M
|
+5%
|
|
|
229
|
|
|
|
1937
|
Marcum Wealth
Cleveland,
Ohio
|
$998M
|
+$11.3M
|
+1%
|
|
|
422
|
|
|
|
1938
|
Naples Global Advisors
Naples,
Florida
|
$997M
|
+$19.6M
|
+2%
|
|
|
413
|
|
|
|
1939
|
Nantahala Capital Management
New Canaan,
Connecticut
|
$996M
|
-$25M
|
-2%
|
|
|
137
|
|
|
|
1940
|
Hardy Reed
Tupelo,
Mississippi
|
$996M
|
+$191M
|
+24%
|
|
|
237
|
|
|
|
1941
|
Wolf Hill Capital Management
Greenwich,
Connecticut
|
$995M
|
-$523M
|
-34%
|
|
|
34
|
|
|
|
1942
|
XML Financial
Bethesda,
Maryland
|
$994M
|
+$17.2M
|
+2%
|
|
|
354
|
|
|
|
1943
|
Saudi Central Bank
Riyadh,
Saudi Arabia
|
$992M
|
+$37.2M
|
+4%
|
|
|
7
|
|
|
|
1944
|
Cornerstone Capital
Palo Alto,
California
|
$992M
|
+$16.6M
|
+2%
|
|
|
98
|
|
|
|
1945
|
Pegasus Partners
Mequon,
Wisconsin
|
$992M
|
+$48M
|
+5%
|
|
|
172
|
|
|
|
1946
|
PDS Planning
Dublin,
Ohio
|
$991M
|
+$39.4M
|
+4%
|
|
|
417
|
|
|
|
1947
|
J. Safra Asset Management
New York
|
$991M
|
+$108M
|
+12%
|
|
|
284
|
|
|
|
1948
|
Smith Anglin Financial
Dallas,
Texas
|
$990M
|
+$20.9M
|
+2%
|
|
|
213
|
|
|
|
1949
|
FPR Partners
San Francisco,
California
|
$989M
|
-$270M
|
-21%
|
|
|
16
|
|
|
|
1950
|
WBH Advisory
Baltimore,
Maryland
|
$988M
|
+$16.2M
|
+2%
|
|
|
320
|
|
|