|
1901
|
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
|
$16.1M
|
-$525K
|
-1,254
|
-3%
|
|
|
1902
|
Diversify Advisory Services
Sandy,
Utah
|
$16.1M
|
-$29.3M
|
-70,049
|
-65%
|
|
|
1903
|
LSV Asset Management
Chicago,
Illinois
|
$16.1M
|
+$98.3K
|
+235
|
+0.5%
|
|
|
1904
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$16.1M
|
+$1.43M
|
+3,429
|
+9%
|
|
|
1905
|
Stonebridge Capital Management
Los Angeles,
California
|
$16.1M
|
+$18.2M
|
+43,465
|
New
|
|
|
1906
|
Trivium Point Advisory
Westport,
Connecticut
|
$16.1M
|
-$9.61M
|
-22,970
|
-35%
|
|
|
1907
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$16.1M
|
+$180K
|
+431
|
+1%
|
|
|
1908
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$16M
|
-$304K
|
-726
|
-2%
|
|
|
1909
|
Clear Trail Advisors
Houston,
Texas
|
$16M
|
+$1.4M
|
+3,352
|
+8%
|
|
|
1910
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$16M
|
+$1.85M
|
+4,414
|
+11%
|
|
|
1911
|
111 Capital
Paris,
France
|
$16M
|
-$272K
|
-650
|
-1%
|
|
|
1912
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$15.9M
|
+$300K
|
+716
|
+2%
|
|
|
1913
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$15.9M
|
-$749K
|
-1,791
|
-4%
|
|
|
1914
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$15.9M
|
+$2.55M
|
+6,083
|
+16%
|
|
|
1915
|
Advisor OS
Chicago,
Illinois
|
$15.9M
|
-$87.5K
|
-209
|
-0.5%
|
|
|
1916
|
Hendley & Co
Zanesville,
Ohio
|
$15.9M
|
-$708K
|
-1,692
|
-4%
|
|
|
1917
|
Stamos Capital Partners
Menlo Park,
California
|
$15.9M
|
+$8.62M
|
+20,590
|
+92%
|
|
|
1918
|
Little House Capital
Braintree,
Massachusetts
|
$15.8M
|
+$706K
|
+1,687
|
+4%
|
|
|
1919
|
Patten Group
Chattanooga,
Tennessee
|
$15.8M
|
+$446K
|
+1,066
|
+3%
|
|
|
1920
|
Advisory Research
Chicago,
Illinois
|
$15.8M
|
+$416K
|
+994
|
+2%
|
|
|
1921
|
Lake Street Private Wealth
Chicago,
Illinois
|
$15.8M
|
-$323K
|
-773
|
-2%
|
|
|
1922
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$15.8M
|
-$1.93M
|
-4,617
|
-10%
|
|
|
1923
|
Duncker Streett & Co
St. Louis,
Missouri
|
$15.8M
|
-$1.7M
|
-4,053
|
-9%
|
|
|
1924
|
Waterloo Capital
Austin,
Texas
|
$15.8M
|
-$1.31M
|
-3,132
|
-7%
|
|
|
1925
|
Quantum Private Wealth
Tampa,
Florida
|
$15.8M
|
-$58.6K
|
-140
|
-0.3%
|
|
