|
1926
|
SageGuard Financial Group
Goodlettsville,
Tennessee
|
$16M
|
-$2.94M
|
-7,274
|
-14%
|
|
|
1927
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$16M
|
-$290K
|
-717
|
-2%
|
|
|
1928
|
United Advisor Group
Cincinnati,
Ohio
|
$16M
|
+$1.81M
|
+4,481
|
+12%
|
|
|
1929
|
Boyar Asset Management
New York
|
$16M
|
+$593K
|
+1,465
|
+4%
|
|
|
1930
|
L2 Asset Management
Wayland,
Massachusetts
|
$16M
|
+$737K
|
+1,822
|
+4%
|
|
|
1931
|
HS Management Partners
New York
|
$16M
|
-$680K
|
-1,680
|
-4%
|
|
|
1932
|
Asio Capital
Lexington,
Kentucky
|
$15.9M
|
-$894K
|
-2,209
|
-5%
|
|
|
1933
|
Lake Street Private Wealth
Chicago,
Illinois
|
$15.9M
|
-$18.2K
|
-45
|
-0.1%
|
|
|
1934
|
Strait & Sound Wealth Management
San Francisco,
California
|
$15.9M
|
+$87.4K
|
+216
|
+0.5%
|
|
|
1935
|
Physicians Financial Services
Raleigh,
North Carolina
|
$15.9M
|
+$95.5K
|
+236
|
+0.6%
|
|
|
1936
|
Wealth Group
Raleigh,
North Carolina
|
$15.9M
|
+$13M
|
+32,096
|
+306%
|
|
|
1937
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$15.9M
|
+$3.47M
|
+8,569
|
+25%
|
|
|
1938
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$15.9M
|
+$681K
|
+1,684
|
+4%
|
|
|
1939
|
Hilltop Holdings
Dallas,
Texas
|
$15.8M
|
+$61.1K
|
+151
|
+0.4%
|
|
|
1940
|
HeadInvest LLC
Portland,
Maine
|
$15.8M
|
-$36K
|
-89
|
-0.2%
|
|
|
1941
|
111 Capital
Paris,
France
|
$15.8M
|
-$298K
|
-736
|
-2%
|
|
|
1942
|
|
$15.8M
|
+$829K
|
+2,048
|
+5%
|
|
|
1943
|
Tradition Wealth Management
Edina,
Minnesota
|
$15.8M
|
+$196K
|
+484
|
+1%
|
|
|
1944
|
|
$15.7M
|
-$4.71M
|
-11,635
|
-22%
|
|
|
1945
|
Intellus Advisors
Naples,
Florida
|
$15.7M
|
+$723K
|
+1,786
|
+4%
|
|
|
1946
|
Twin Tree Management
Dallas,
Texas
|
$15.7M
|
+$7.69M
|
+19,008
|
+82%
|
|
|
1947
|
Vega Investment Solutions
Paris,
France
|
$15.7M
|
-$2.51M
|
-6,212
|
-13%
|
|
|
1948
|
R.M. Sincerbeaux Capital Management
New York
|
$15.7M
|
+$500K
|
+1,235
|
+3%
|
|
|
1949
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$15.6M
|
-$773K
|
-1,910
|
-4%
|
|
|
1950
|
Fullerton Fund Management
Singapore
|
$15.6M
|
+$433K
|
+1,071
|
+3%
|
|
