|
1926
|
Davis Rea
Toronto,
Ontario, Canada
|
$21.4M
|
+$2.45M
|
+4,892
|
+12%
|
|
|
1927
|
TigerOak Management
Albuquerque,
New Mexico
|
$21.4M
|
-$169K
|
-337
|
-0.8%
|
|
|
1928
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$21.4M
|
+$1.88M
|
+3,757
|
+9%
|
|
|
1929
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$21.3M
|
+$322K
|
+642
|
+1%
|
|
|
1930
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$21.3M
|
-$276K
|
-551
|
-1%
|
|
|
1931
|
Tulsa Wealth Advisors
Tulsa,
Oklahoma
|
$21.2M
|
+$22M
|
+43,904
|
New
|
|
|
1932
|
Evernest Financial Advisors
Carmel,
Indiana
|
$21.2M
|
+$19.3M
|
+38,492
|
+300%
|
|
|
1933
|
Headlands Technologies
Chicago,
Illinois
|
$21.2M
|
+$11.7M
|
+23,312
|
+114%
|
|
|
1934
|
Symphony Financial
Houston,
Texas
|
$21.2M
|
-$4.2M
|
-8,387
|
-16%
|
|
|
1935
|
111 Capital
Paris,
France
|
$21.2M
|
+$786K
|
+1,568
|
+4%
|
|
|
1936
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$21.1M
|
-$489K
|
-976
|
-2%
|
|
|
1937
|
HORAN Wealth
Cincinnati,
Ohio
|
$21M
|
+$505K
|
+1,007
|
+2%
|
|
|
1938
|
Lake Street Private Wealth
Chicago,
Illinois
|
$21M
|
+$210K
|
+420
|
+1%
|
|
|
1939
|
PCM Encore
Aspen,
Colorado
|
$21M
|
+$21.8M
|
+43,457
|
New
|
|
|
1940
|
Golden State Equity Partners
South Coast Metro,
California
|
$21M
|
+$544K
|
+1,085
|
+3%
|
|
|
1941
|
Jackson Square Capital
San Francisco,
California
|
$21M
|
-$843K
|
-1,682
|
-4%
|
|
|
1942
|
L & S Advisors
Los Angeles,
California
|
$21M
|
-$1.34M
|
-2,679
|
-6%
|
|
|
1943
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$21M
|
-$1.37M
|
-2,736
|
-6%
|
|
|
1944
|
Strategic Global Advisors
Newport Beach,
California
|
$21M
|
+$165K
|
+330
|
+0.8%
|
|
|
1945
|
LSV Asset Management
Chicago,
Illinois
|
$20.9M
|
–
|
–
|
–
|
|
|
1946
|
Maven Securities
St Helier,
Jersey
|
$20.9M
|
+$21.7M
|
+43,261
|
New
|
|
|
1947
|
Next Century Growth Investors
Plymouth,
Minnesota
|
$20.9M
|
-$36.6K
|
-73
|
-0.2%
|
|
|
1948
|
Advisor OS
Chicago,
Illinois
|
$20.9M
|
+$544K
|
+1,086
|
+3%
|
|
|
1949
|
|
$20.9M
|
+$1.24M
|
+2,477
|
+6%
|
|
|
1950
|
IPG Investment Advisors
San Diego,
California
|
$20.8M
|
+$3.98M
|
+7,941
|
+23%
|
|
