|
1926
|
RVW Wealth
Los Angeles,
California
|
$1.08B
|
+$74.6M
|
+7%
|
|
|
161
|
|
|
|
1927
|
Marcum Wealth
Cleveland,
Ohio
|
$1.08B
|
+$78.8M
|
+8%
|
|
|
437
|
|
|
|
1928
|
Naples Global Advisors
Naples,
Florida
|
$1.08B
|
+$79M
|
+8%
|
|
|
411
|
|
|
|
1929
|
United Asset Strategies
Garden City,
New York
|
$1.07B
|
+$60.5M
|
+6%
|
|
|
245
|
|
|
|
1930
|
Cornerstone Capital
Palo Alto,
California
|
$1.07B
|
+$79.4M
|
+8%
|
|
|
104
|
|
|
|
1931
|
FPR Partners
San Francisco,
California
|
$1.07B
|
+$81.4M
|
+8%
|
|
|
16
|
|
|
|
1932
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.07B
|
+$112M
|
+12%
|
|
|
191
|
|
|
|
1933
|
Pegasus Partners
Mequon,
Wisconsin
|
$1.07B
|
+$76.3M
|
+8%
|
|
|
178
|
|
|
|
1934
|
Francisco Partners Management
San Francisco,
California
|
$1.07B
|
-$74.9M
|
-7%
|
|
|
8
|
|
|
|
1935
|
Silver Point Capital
Greenwich,
Connecticut
|
$1.07B
|
-$114M
|
-10%
|
|
|
17
|
|
|
|
1936
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$1.07B
|
+$122M
|
+13%
|
|
|
397
|
|
|
|
1937
|
Bangor Savings Bank
Bangor,
Maine
|
$1.06B
|
+$63.3M
|
+6%
|
|
|
557
|
|
|
|
1938
|
Anchor Investment Management
Columbia,
South Carolina
|
$1.06B
|
+$87.8M
|
+9%
|
|
|
1,096
|
|
|
|
1939
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$1.06B
|
+$15.5M
|
+1%
|
|
|
383
|
|
|
|
1940
|
Fifth Third Securities
Cincinnati,
Ohio
|
$1.06B
|
-$25.9M
|
-2%
|
|
|
272
|
|
|
|
1941
|
GRS Advisors
Chicago,
Illinois
|
$1.06B
|
+$189M
|
+22%
|
|
|
37
|
|
|
|
1942
|
WBH Advisory
Baltimore,
Maryland
|
$1.06B
|
+$68M
|
+7%
|
|
|
326
|
|
|
|
1943
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.05B
|
+$85.2M
|
+9%
|
|
|
1,012
|
|
|
|
1944
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$1.05B
|
+$93.3M
|
+10%
|
|
|
213
|
|
|
|
1945
|
J. Safra Asset Management
New York
|
$1.05B
|
+$61.3M
|
+6%
|
|
|
322
|
|
|
|
1946
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$1.05B
|
+$128M
|
+14%
|
|
|
348
|
|
|
|
1947
|
Allstate Corporation
Northbrook,
Illinois
|
$1.05B
|
-$181M
|
-15%
|
|
|
227
|
|
|
|
1948
|
Neumeier Poma Investment Counsel
Carmel,
California
|
$1.05B
|
-$42.5M
|
-4%
|
|
|
44
|
|
|
|
1949
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$1.05B
|
+$12.1M
|
+1%
|
|
|
79
|
|
|
|
1950
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$1.05B
|
+$98.1M
|
+10%
|
|
|
307
|
|
|