|
1926
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$13.6M
|
–
|
–
|
–
|
|
|
1927
|
Bison Wealth
Atlanta,
Georgia
|
$13.6M
|
+$643K
|
+3,821
|
+5%
|
|
|
1928
|
Plancorp LLC
Saint Louis,
Missouri
|
$13.6M
|
+$558K
|
+3,321
|
+4%
|
|
|
1929
|
Ninety One North America
New York
|
$13.5M
|
-$841
|
-5
|
-0%
|
|
|
1930
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$13.5M
|
-$60.5K
|
-360
|
-0.5%
|
|
|
1931
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$13.5M
|
-$891K
|
-5,297
|
-6%
|
|
|
1932
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$13.5M
|
+$110K
|
+655
|
+0.9%
|
|
|
1933
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$13.5M
|
-$333K
|
-1,978
|
-3%
|
|
|
1934
|
American Trust
Lexington,
Kentucky
|
$13.4M
|
+$2.18M
|
+12,977
|
+20%
|
|
|
1935
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$13.4M
|
+$58.4K
|
+347
|
+0.5%
|
|
|
1936
|
IMC Chicago
Chicago,
Illinois
|
$13.4M
|
-$9.61M
|
-57,143
|
-43%
|
|
|
1937
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$13.4M
|
-$356K
|
-2,117
|
-3%
|
|
|
1938
|
Financial Partners Capital Management
New York
|
$13.4M
|
-$473K
|
-2,813
|
-4%
|
|
|
1939
|
Tiemann Investment Advisors
Menlo Park,
California
|
$13.4M
|
-$1.43M
|
-8,483
|
-10%
|
|
|
1940
|
Americana Partners
Houston,
Texas
|
$13.4M
|
-$6.35M
|
-37,742
|
-27%
|
|
|
1941
|
EFG Asset Management
Portland,
Oregon
|
$13.4M
|
-$2.65M
|
-15,788
|
-17%
|
|
|
1942
|
Investment Management of Virginia
Richmond,
Virginia
|
$13.4M
|
+$6.22K
|
+37
|
+0%
|
|
|
1943
|
Peterson Wealth Services
South Ogden,
Utah
|
$13.3M
|
+$230K
|
+1,365
|
+2%
|
|
|
1944
|
Clear Creek Financial Management
Silverdale,
Washington
|
$13.3M
|
+$232K
|
+1,378
|
+2%
|
|
|
1945
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$13.3M
|
-$10.1K
|
-60
|
-0.1%
|
|
|
1946
|
American Trust Investment Advisors
Lebanon,
New Hampshire
|
$13.3M
|
-$1.12M
|
-6,636
|
-8%
|
|
|
1947
|
Capula Management
Grand Cayman,
Cayman Islands
|
$13.2M
|
+$5.6M
|
+33,328
|
+78%
|
|
|
1948
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$13.2M
|
-$75.7K
|
-450
|
-0.6%
|
|
|
1949
|
BW Gestao de Investimentos
Sao Paulo,
Brazil
|
$13.2M
|
+$8.31M
|
+49,391
|
+187%
|
|
|
1950
|
GraniteShares Advisors
New York
|
$13.2M
|
-$357K
|
-2,123
|
-3%
|
|
