|
1926
|
SlateStone Wealth
Jupiter,
Florida
|
$4.13M
|
-$222K
|
-1,749
|
-5%
|
|
|
1927
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$4.13M
|
-$233K
|
-1,834
|
-6%
|
|
|
1928
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$4.11M
|
-$1.14M
|
-9,000
|
-23%
|
|
|
1929
|
Martin Capital Partners
Eugene,
Oregon
|
$4.11M
|
+$111K
|
+877
|
+3%
|
|
|
1930
|
Hourglass Capital
Houston,
Texas
|
$4.1M
|
+$3.42M
|
+26,900
|
+721%
|
|
|
1931
|
Herald Investment Management
London,
United Kingdom
|
$4.1M
|
–
|
–
|
–
|
|
|
1932
|
Stewardship Financial Advisors
Stockbridge,
Georgia
|
$4.09M
|
-$9.52K
|
-75
|
-0.2%
|
|
|
1933
|
Valicenti Advisory Services
Elmira,
New York
|
$4.08M
|
-$1.09M
|
-8,572
|
-22%
|
|
|
1934
|
Orleans Capital Management
Mandeville,
Louisiana
|
$4.08M
|
-$64.7K
|
-510
|
-2%
|
|
|
1935
|
Cedar Capital
Barrington,
Illinois
|
$4.07M
|
-$144K
|
-1,134
|
-4%
|
|
|
1936
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$4.07M
|
-$22K
|
-173
|
-0.6%
|
|
|
1937
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$4.07M
|
-$87.5K
|
-689
|
-2%
|
|
|
1938
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$4.06M
|
+$638K
|
+5,026
|
+20%
|
|
|
1939
|
Senvest Management
New York
|
$4.05M
|
-$1.88M
|
-14,800
|
-33%
|
|
|
1940
|
American Research & Management Company
Marion,
Massachusetts
|
$4.04M
|
-$31.7K
|
-250
|
-0.8%
|
|
|
1941
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$4.04M
|
-$63.5K
|
-500
|
-2%
|
|
|
1942
|
Dock Street Asset Management
Palm Beach,
Florida
|
$4.04M
|
–
|
–
|
–
|
|
|
1943
|
Darwin Wealth Management
Tampa,
Florida
|
$4.04M
|
-$122K
|
-958
|
-3%
|
|
|
1944
|
Eukles Asset Management
Cincinnati,
Ohio
|
$4.03M
|
-$44.4K
|
-350
|
-1%
|
|
|
1945
|
Amarillo National Bank
Amarillo,
Texas
|
$4.03M
|
–
|
–
|
–
|
|
|
1946
|
Lesa Sroufe & Co
Seattle,
Washington
|
$4.03M
|
+$127
|
+1
|
+0%
|
|
|
1947
|
First City Capital Management
Savannah,
Georgia
|
$4.02M
|
+$127
|
+1
|
+0%
|
|
|
1948
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$4.01M
|
-$191K
|
-1,508
|
-5%
|
|
|
1949
|
Verition Fund Management
Greenwich,
Connecticut
|
$4M
|
+$1.72M
|
+13,518
|
+83%
|
|
|
1950
|
GM Advisory Group
Melville,
New York
|
$4M
|
-$119K
|
-937
|
-3%
|
|
