|
1926
|
Grove Bank & Trust
Miami,
Florida
|
$14.5M
|
+$749K
|
+2,982
|
+5%
|
|
|
1927
|
Varenne Capital Partners
Paris,
France
|
$14.5M
|
+$15.3M
|
+61,050
|
New
|
|
|
1928
|
Managed Asset Portfolios
Rochester,
Michigan
|
$14.5M
|
+$15.3M
|
+60,880
|
New
|
|
|
1929
|
Verde Servicos Internacionais
Sao Paulo,
Brazil
|
$14.5M
|
-$4.06M
|
-16,162
|
-21%
|
|
|
1930
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$14.5M
|
-$272K
|
-1,085
|
-2%
|
|
|
1931
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$14.5M
|
-$10.3M
|
-41,212
|
-40%
|
|
|
1932
|
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
$14.5M
|
-$475K
|
-1,894
|
-3%
|
|
|
1933
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$14.5M
|
+$1M
|
+3,993
|
+7%
|
|
|
1934
|
KKM Financial
Chicago,
Illinois
|
$14.5M
|
+$7.58M
|
+30,193
|
+111%
|
|
|
1935
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$14.4M
|
-$108K
|
-429
|
-0.7%
|
|
|
1936
|
Westend Capital Management
Sausalito,
California
|
$14.4M
|
+$1.21M
|
+4,819
|
+9%
|
|
|
1937
|
Financial Strategies Group
Okemos,
Michigan
|
$14.4M
|
+$72.3K
|
+288
|
+0.5%
|
|
|
1938
|
Patten & Patten
Chattanooga,
Tennessee
|
$14.4M
|
+$227K
|
+906
|
+2%
|
|
|
1939
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$14.4M
|
-$14.5M
|
-57,630
|
-49%
|
|
|
1940
|
Strong Tower Advisory Services
Minneapolis,
Minnesota
|
$14.4M
|
+$137K
|
+545
|
+0.9%
|
|
|
1941
|
Elwood Capital Partners
New York
|
$14.4M
|
-$6.23M
|
-24,823
|
-29%
|
|
|
1942
|
Westside Investment Management
Santa Monica,
California
|
$14.4M
|
+$175K
|
+699
|
+1%
|
|
|
1943
|
DSG Capital Advisors
Edina,
Minnesota
|
$14.4M
|
+$749K
|
+2,984
|
+5%
|
|
|
1944
|
|
$14.4M
|
-$934K
|
-3,720
|
-6%
|
|
|
1945
|
Kelleher Financial Advisors
New York
|
$14.3M
|
+$1.21M
|
+4,816
|
+9%
|
|
|
1946
|
Infusive Asset Management
New York
|
$14.3M
|
-$1.53M
|
-6,091
|
-9%
|
|
|
1947
|
Scott & Selber Inc
Houston,
Texas
|
$14.3M
|
-$5.02K
|
-20
|
-0%
|
|
|
1948
|
Oriental Harbor Investment Fund
Hong Kong
|
$14.3M
|
-$30.5M
|
-121,643
|
-67%
|
|
|
1949
|
|
$14.3M
|
+$62.5K
|
+249
|
+0.4%
|
|
|
1950
|
Pioneer Trust Bank
Salem,
Oregon
|
$14.3M
|
-$71K
|
-283
|
-0.5%
|
|
