|
1926
|
Empire Financial Management Company
New York
|
$12.2M
|
-$856K
|
-3,890
|
-6%
|
|
|
1927
|
Klingman & Associates
New York
|
$12.2M
|
+$224K
|
+1,016
|
+2%
|
|
|
1928
|
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
|
$12.1M
|
+$12.8M
|
+58,169
|
New
|
|
|
1929
|
Grove Bank & Trust
Miami,
Florida
|
$12.1M
|
-$728K
|
-3,308
|
-5%
|
|
|
1930
|
Advisornet Financial
Minnetonka,
Minnesota
|
$12.1M
|
-$262K
|
-1,188
|
-2%
|
|
|
1931
|
111 Capital
Paris,
France
|
$12M
|
+$1.18M
|
+5,374
|
+10%
|
|
|
1932
|
Aprio Wealth Management
Atlanta,
Georgia
|
$12M
|
+$554K
|
+2,516
|
+5%
|
|
|
1933
|
Arvin Capital Management
Austin,
Texas
|
$12M
|
-$11.7M
|
-53,269
|
-48%
|
|
|
1934
|
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
|
$12M
|
+$155K
|
+705
|
+1%
|
|
|
1935
|
JT Stratford LLC
Gainesville,
Georgia
|
$12M
|
-$1.35M
|
-6,147
|
-10%
|
|
|
1936
|
ALPS Advisors
Denver,
Colorado
|
$12M
|
-$1.21M
|
-5,475
|
-9%
|
|
|
1937
|
Decatur Capital Management
Decatur,
Georgia
|
$11.9M
|
-$196K
|
-889
|
-2%
|
|
|
1938
|
Marco Investment Management
Atlanta,
Georgia
|
$11.9M
|
+$1.8M
|
+8,157
|
+17%
|
|
|
1939
|
Group One Trading
Chicago,
Illinois
|
$11.9M
|
-$5.95M
|
-27,011
|
-32%
|
|
|
1940
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$11.9M
|
+$903K
|
+4,102
|
+8%
|
|
|
1941
|
Harmony Asset Management
Scottsdale,
Arizona
|
$11.9M
|
+$388K
|
+1,763
|
+3%
|
|
|
1942
|
TLW Wealth Management
Indian Rocks Beach,
Florida
|
$11.8M
|
+$398K
|
+1,808
|
+3%
|
|
|
1943
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$11.8M
|
-$554K
|
-2,514
|
-4%
|
|
|
1944
|
Kelleher Financial Advisors
New York
|
$11.8M
|
+$4.58M
|
+20,782
|
+60%
|
|
|
1945
|
SOA Wealth Advisors
New York
|
$11.8M
|
-$99.7K
|
-453
|
-0.6%
|
|
|
1946
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$11.8M
|
+$76.6K
|
+348
|
+0.6%
|
|
|
1947
|
Mattson Financial Services
Kentwood,
Michigan
|
$11.8M
|
+$306K
|
+1,390
|
+3%
|
|
|
1948
|
AGP Franklin
Franklin,
Tennessee
|
$11.7M
|
+$2.61M
|
+11,876
|
+27%
|
|
|
1949
|
HCR Wealth Advisors
Los Angeles,
California
|
$11.7M
|
+$552K
|
+2,507
|
+5%
|
|
|
1950
|
Leeward Financial Partners
Bellevue,
Washington
|
$11.7M
|
+$271K
|
+1,229
|
+2%
|
|
