|
1951
|
WBH Advisory
Baltimore,
Maryland
|
$844M
|
+$43.1M
|
+5%
|
|
|
307
|
|
|
|
1952
|
Sasco Capital
Fairfield,
Connecticut
|
$843M
|
+$30.5M
|
+4%
|
|
|
57
|
|
|
|
1953
|
EnCap Energy Capital Fund XI
Houston,
Texas
|
$843M
|
+$585M
|
+227%
|
|
|
2
|
|
|
|
1954
|
Global Endowment Management
Charlotte,
North Carolina
|
$842M
|
-$97.3M
|
-10%
|
|
|
104
|
|
|
|
1955
|
Jacobs & Co
San Francisco,
California
|
$841M
|
+$31M
|
+4%
|
|
|
126
|
|
|
|
1956
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$841M
|
+$58.2M
|
+7%
|
|
|
289
|
|
|
|
1957
|
Central Securities
New York
|
$841M
|
+$39.2M
|
+5%
|
|
|
26
|
|
|
|
1958
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$841M
|
+$90M
|
+12%
|
|
|
165
|
|
|
|
1959
|
|
$840M
|
+$229M
|
+37%
|
|
|
16
|
|
|
|
1960
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$840M
|
+$20.6M
|
+3%
|
|
|
159
|
|
|
|
1961
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$839M
|
+$4.56M
|
+0.5%
|
|
|
250
|
|
|
|
1962
|
Ghisallo Capital Management
Boston,
Massachusetts
|
$838M
|
+$422M
|
+101%
|
|
|
134
|
|
|
|
1963
|
TD Capital Management
Memphis,
Tennessee
|
$837M
|
+$29.6M
|
+4%
|
|
|
424
|
|
|
|
1964
|
Wealthquest
Cincinnati,
Ohio
|
$837M
|
+$66.2M
|
+9%
|
|
|
127
|
|
|
|
1965
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$835M
|
+$278M
|
+50%
|
|
|
503
|
|
|
|
1966
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$834M
|
+$65.7M
|
+9%
|
|
|
757
|
|
|
|
1967
|
Condor Capital Management
Martinsville,
New Jersey
|
$834M
|
+$36.6M
|
+5%
|
|
|
218
|
|
|
|
1968
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$834M
|
+$275M
|
+49%
|
|
|
78
|
|
|
|
1969
|
Hilton Capital Management
Garden City,
New York
|
$833M
|
+$68.3M
|
+9%
|
|
|
165
|
|
|
|
1970
|
Fusion Family Wealth
Woodbury,
New York
|
$832M
|
+$54.4M
|
+7%
|
|
|
46
|
|
|
|
1971
|
Silicon Valley Community Foundation
Mountain View,
California
|
$832M
|
+$137M
|
+20%
|
|
|
18
|
|
|
|
1972
|
|
$832M
|
+$39.3M
|
+5%
|
|
|
76
|
|
|
|
1973
|
Capula Management
Grand Cayman,
Cayman Islands
|
$831M
|
-$319M
|
-28%
|
|
|
547
|
|
|
|
1974
|
L1 Capital
Melbourne VIC 3000,
Australia
|
$831M
|
+$113M
|
+16%
|
|
|
16
|
|
|
|
1975
|
Charles Schwab Trust
Henderson,
Nevada
|
$830M
|
+$1.54M
|
+0.2%
|
|
|
146
|
|
|