|
1951
|
First Business Financial Services
Madison,
Wisconsin
|
$945M
|
+$71.1M
|
+8%
|
|
|
174
|
|
|
|
1952
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$945M
|
+$36.7M
|
+4%
|
|
|
1,181
|
|
|
|
1953
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$944M
|
+$26.5M
|
+3%
|
|
|
338
|
|
|
|
1954
|
Permian Investment Partners
Dallas,
Texas
|
$944M
|
-$15M
|
-2%
|
|
|
55
|
|
|
|
1955
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$944M
|
+$88.6M
|
+10%
|
|
|
416
|
|
|
|
1956
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$942M
|
+$44.4M
|
+5%
|
|
|
738
|
|
|
|
1957
|
|
$942M
|
-$189M
|
-17%
|
|
|
21
|
|
|
|
1958
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$939M
|
+$126M
|
+16%
|
|
|
77
|
|
|
|
1959
|
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
|
$939M
|
+$44.6M
|
+5%
|
|
|
32
|
|
|
|
1960
|
Glynn Capital Management
Menlo Park,
California
|
$939M
|
-$201M
|
-18%
|
|
|
52
|
|
|
|
1961
|
Cornerstone Capital
Palo Alto,
California
|
$938M
|
+$70.7M
|
+8%
|
|
|
94
|
|
|
|
1962
|
Meridian Wealth Management
Lexington,
Kentucky
|
$936M
|
+$126M
|
+16%
|
|
|
426
|
|
|
|
1963
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$936M
|
+$129M
|
+16%
|
|
|
99
|
|
|
|
1964
|
Merewether Investment Management
Dallas,
Texas
|
$934M
|
+$233M
|
+33%
|
|
|
46
|
|
|
|
1965
|
Condor Capital Management
Martinsville,
New Jersey
|
$934M
|
-$5.41M
|
-0.6%
|
|
|
439
|
|
|
|
1966
|
PSquared Asset Management
Zurich,
Switzerland
|
$934M
|
+$73.1M
|
+8%
|
|
|
10
|
|
|
|
1967
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$933M
|
+$46M
|
+5%
|
|
|
93
|
|
|
|
1968
|
Indaba Capital Management
San Francisco,
California
|
$933M
|
+$65.4M
|
+8%
|
|
|
64
|
|
|
|
1969
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$931M
|
+$174M
|
+23%
|
|
|
549
|
|
|
|
1970
|
Murphy Capital Management
Bedminster,
New Jersey
|
$931M
|
+$75.9M
|
+9%
|
|
|
236
|
|
|
|
1971
|
First Quadrant
Glendale,
California
|
$930M
|
+$72.8M
|
+8%
|
|
|
562
|
|
|
|
1972
|
Endurance Wealth Management
Providence,
Rhode Island
|
$930M
|
+$30.5M
|
+3%
|
|
|
660
|
|
|
|
1973
|
American Assets Investment Management
San Diego,
California
|
$928M
|
+$122M
|
+15%
|
|
|
182
|
|
|
|
1974
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$928M
|
+$51.2M
|
+6%
|
|
|
347
|
|
|
|
1975
|
Technology Crossover Management X
Menlo Park,
California
|
$928M
|
+$595M
|
+179%
|
|
|
7
|
|
|