|
1926
|
Untitled Investments
New York
|
$16.3M
|
-$5.6M
|
-13,840
|
-24%
|
|
|
1927
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$16.2M
|
+$730K
|
+1,804
|
+4%
|
|
|
1928
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$16.2M
|
+$57.9K
|
+143
|
+0.3%
|
|
|
1929
|
Cozad Asset Management
Champaign,
Illinois
|
$16.2M
|
-$399K
|
-985
|
-2%
|
|
|
1930
|
LSV Asset Management
Chicago,
Illinois
|
$16.2M
|
–
|
–
|
–
|
|
|
1931
|
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
$16.2M
|
+$17.6M
|
+43,433
|
New
|
|
|
1932
|
Mission Creek Capital Partners
San Francisco,
California
|
$16.2M
|
+$2.26M
|
+5,584
|
+15%
|
|
|
1933
|
Stokes Family Office
New Orleans,
Louisiana
|
$16.2M
|
-$1.09M
|
-2,692
|
-6%
|
|
|
1934
|
Duncker Streett & Co
St. Louis,
Missouri
|
$16.1M
|
+$230K
|
+569
|
+1%
|
|
|
1935
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$16.1M
|
+$258K
|
+637
|
+1%
|
|
|
1936
|
Strong Tower Advisory Services
Minneapolis,
Minnesota
|
$16.1M
|
+$1.95M
|
+4,827
|
+13%
|
|
|
1937
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$16.1M
|
+$420K
|
+1,037
|
+2%
|
|
|
1938
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$16.1M
|
+$43.7K
|
+108
|
+0.3%
|
|
|
1939
|
CRA Financial Services
Northfield,
New Jersey
|
$16.1M
|
+$291K
|
+718
|
+2%
|
|
|
1940
|
Banque de Luxembourg
Luxembourg
|
$16.1M
|
-$335K
|
-828
|
-2%
|
|
|
1941
|
Clear Trail Advisors
Houston,
Texas
|
$16M
|
-$102K
|
-253
|
-0.6%
|
|
|
1942
|
SageGuard Financial Group
Goodlettsville,
Tennessee
|
$16M
|
-$2.94M
|
-7,274
|
-14%
|
|
|
1943
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$16M
|
-$290K
|
-717
|
-2%
|
|
|
1944
|
United Advisor Group
Cincinnati,
Ohio
|
$16M
|
+$1.81M
|
+4,481
|
+12%
|
|
|
1945
|
Boyar Asset Management
New York
|
$16M
|
+$593K
|
+1,465
|
+4%
|
|
|
1946
|
L2 Asset Management
Wayland,
Massachusetts
|
$16M
|
+$737K
|
+1,822
|
+4%
|
|
|
1947
|
HS Management Partners
New York
|
$16M
|
-$680K
|
-1,680
|
-4%
|
|
|
1948
|
Asio Capital
Lexington,
Kentucky
|
$15.9M
|
-$894K
|
-2,209
|
-5%
|
|
|
1949
|
Lake Street Private Wealth
Chicago,
Illinois
|
$15.9M
|
-$18.2K
|
-45
|
-0.1%
|
|
|
1950
|
Strait & Sound Wealth Management
San Francisco,
California
|
$15.9M
|
+$87.4K
|
+216
|
+0.5%
|
|
