|
1926
|
Cadence Bank
Tupelo,
Mississippi
|
$3.18M
|
+$23.5K
|
+200
|
+0.7%
|
|
|
1927
|
Penbrook Management
New York
|
$3.18M
|
-$82.4K
|
-700
|
-2%
|
|
|
1928
|
St. Johns Investment Management
Jacksonville,
Florida
|
$3.18M
|
-$75.3K
|
-640
|
-2%
|
|
|
1929
|
Dearborn Partners
Chicago,
Illinois
|
$3.18M
|
+$7.06K
|
+60
|
+0.2%
|
|
|
1930
|
Financial Engines Advisors
Santa Clara,
California
|
$3.17M
|
+$65.9K
|
+560
|
+2%
|
|
|
1931
|
American Investment Services
Great Barrington,
Massachusetts
|
$3.17M
|
–
|
–
|
–
|
|
|
1932
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$3.16M
|
+$445K
|
+3,780
|
+15%
|
|
|
1933
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$3.15M
|
+$59.7M
|
+507,240
|
+2,242%
|
|
|
1934
|
Light Street Capital Management
Palo Alto,
California
|
$3.15M
|
-$586K
|
-4,980
|
-15%
|
|
|
1935
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
$3.14M
|
-$10.9M
|
-92,740
|
-76%
|
|
|
1936
|
Abacus FCF Advisors
Orlando,
Florida
|
$3.14M
|
-$127K
|
-1,080
|
-4%
|
|
|
1937
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$3.13M
|
-$54.2K
|
-460
|
-2%
|
|
|
1938
|
|
$3.13M
|
+$28.3K
|
+240
|
+0.8%
|
|
|
1939
|
Incline Global Management
New York
|
$3.12M
|
+$3.38M
|
+28,680
|
New
|
|
|
1940
|
Country Club Bank
Kansas City,
Missouri
|
$3.12M
|
-$104K
|
-880
|
-3%
|
|
|
1941
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$3.11M
|
+$23.5K
|
+200
|
+0.7%
|
|
|
1942
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$3.11M
|
+$480K
|
+4,080
|
+17%
|
|
|
1943
|
Harper Investing
Santa Clara,
California
|
$3.11M
|
+$271K
|
+2,300
|
+9%
|
|
|
1944
|
Royal Fund Management
Lady Lake,
Florida
|
$3.11M
|
+$130K
|
+1,100
|
+4%
|
|
|
1945
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$3.11M
|
+$30.6K
|
+260
|
+0.9%
|
|
|
1946
|
Vickerman Investment Advisors
Spokane,
Washington
|
$3.1M
|
+$219K
|
+1,860
|
+7%
|
|
|
1947
|
55I LLC
Boston,
Massachusetts
|
$3.1M
|
+$803K
|
+6,820
|
+32%
|
|
|
1948
|
Element Pointe Advisors
Miami,
Florida
|
$3.09M
|
-$264K
|
-2,240
|
-7%
|
|
|
1949
|
FLC Capital Advisors
Palm Desert,
California
|
$3.08M
|
+$195K
|
+1,660
|
+6%
|
|
|
1950
|
Beacon Financial Group
Dallas,
Texas
|
$3.08M
|
-$54.2K
|
-460
|
-2%
|
|
