|
1901
|
Taconic Capital Advisors
New York
|
$1.12B
|
+$81.3M
|
+8%
|
|
|
100
|
|
|
|
1902
|
Pine Ridge Advisers
New York
|
$1.12B
|
+$120M
|
+12%
|
|
|
35
|
|
|
|
1903
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$1.12B
|
+$32.3M
|
+3%
|
|
|
189
|
|
|
|
1904
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$1.12B
|
+$18.5M
|
+2%
|
|
|
182
|
|
|
|
1905
|
Delta Asset Management
Memphis,
Tennessee
|
$1.12B
|
-$42.9M
|
-4%
|
|
|
628
|
|
|
|
1906
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$1.12B
|
-$5.37M
|
-0.5%
|
|
|
199
|
|
|
|
1907
|
Leo Wealth LLC
Hurst,
Texas
|
$1.12B
|
+$21.6M
|
+2%
|
|
|
391
|
|
|
|
1908
|
Lyell Wealth Management
Menlo Park,
California
|
$1.12B
|
+$15.8M
|
+1%
|
|
|
211
|
|
|
|
1909
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$1.12B
|
-$74.8M
|
-6%
|
|
|
312
|
|
|
|
1910
|
|
$1.11B
|
-$47.4M
|
-4%
|
|
|
39
|
|
|
|
1911
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$1.11B
|
+$48.3M
|
+5%
|
|
|
432
|
|
|
|
1912
|
Verus Capital Partners
Scottsdale,
Arizona
|
$1.11B
|
+$27.3M
|
+3%
|
|
|
424
|
|
|
|
1913
|
Y.D. More Investments
Ramat Gan,
Israel
|
$1.11B
|
+$157M
|
+16%
|
|
|
482
|
|
|
|
1914
|
Campbell Wealth Management
Alexandria,
Virginia
|
$1.11B
|
-$11.4M
|
-1%
|
|
|
102
|
|
|
|
1915
|
Bares Capital Management
Austin,
Texas
|
$1.11B
|
+$12.3M
|
+1%
|
|
|
22
|
|
|
|
1916
|
Syon Capital
San Francisco,
California
|
$1.11B
|
-$19.5M
|
-2%
|
|
|
604
|
|
|
|
1917
|
ARS Investment Partners
New York
|
$1.11B
|
-$5.82M
|
-0.5%
|
|
|
191
|
|
|
|
1918
|
Gillson Capital
Chicago,
Illinois
|
$1.11B
|
+$9.58M
|
+0.9%
|
|
|
91
|
|
|
|
1919
|
Point72 (DIFC)
Dubai,
United Arab Emirates
|
$1.11B
|
-$182M
|
-14%
|
|
|
1,565
|
|
|
|
1920
|
Founders Financial Securities
Towson,
Maryland
|
$1.11B
|
+$25M
|
+2%
|
|
|
468
|
|
|
|
1921
|
Lindbrook Capital
Calabasas,
California
|
$1.11B
|
-$20.5M
|
-2%
|
|
|
2,969
|
|
|
|
1922
|
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
$1.11B
|
-$118M
|
-10%
|
|
|
90
|
|
|
|
1923
|
|
$1.11B
|
-$479M
|
-30%
|
|
|
37
|
|
|
|
1924
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$1.1B
|
+$10.6M
|
+1%
|
|
|
348
|
|
|
|
1925
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.1B
|
-$10.5M
|
-0.9%
|
|
|
326
|
|
|