|
1926
|
Hayek Kallen Investment Management
Fairhope,
Alabama
|
$30.2M
|
-$191K
|
5
|
14.18%
|
Reduced
|
|
|
1927
|
Intellectus Partners
San Francisco,
California
|
$30.2M
|
-$905K
|
8
|
10.74%
|
Reduced
|
|
|
1928
|
Perpetual Investment Management
Sydney,
Australia
|
$30.2M
|
+$489K
|
8
|
4.41%
|
Increased
|
|
|
1929
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$30.2M
|
+$3M
|
5
|
6.77%
|
Increased
|
|
|
1930
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
$30.1M
|
+$202K
|
2
|
9.62%
|
Increased
|
|
|
1931
|
America First Investment Advisors
Omaha,
Nebraska
|
$30.1M
|
+$4.7M
|
4
|
10.48%
|
Increased
|
|
|
1932
|
Van Berkom & Associates
Montreal,
Quebec, Canada
|
$30.1M
|
+$35M
|
1
|
1.43%
|
New
|
|
|
1933
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$30.1M
|
-$144K
|
7
|
3.98%
|
Reduced
|
|
|
1934
|
Ascent Group
Virginia Beach,
Virginia
|
$30.1M
|
-$1.26M
|
7
|
3.66%
|
Reduced
|
|
|
1935
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$30.1M
|
+$1.18M
|
10
|
3.33%
|
Increased
|
|
|
1936
|
Hutchinson Capital Management
San Rafael,
California
|
$30.1M
|
+$226K
|
5
|
8.17%
|
Increased
|
|
|
1937
|
Roberts Wealth Advisors
Palo Alto,
California
|
$30M
|
+$589K
|
7
|
14.77%
|
Increased
|
|
|
1938
|
Toth Financial Advisory
Leesburg,
Virginia
|
$30M
|
+$844K
|
15
|
5.42%
|
Increased
|
|
|
1939
|
Shellback Capital
Boston,
Massachusetts
|
$29.9M
|
+$25.4M
|
2
|
4.32%
|
Increased
|
|
|
1940
|
Wilsey Asset Management
San Diego,
California
|
$29.8M
|
-$11.1K
|
1
|
7.83%
|
Reduced
|
|
|
1941
|
Cubic Asset Management
Boston,
Massachusetts
|
$29.8M
|
+$394K
|
6
|
8.85%
|
Increased
|
|
|
1942
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$29.8M
|
-$678K
|
7
|
2.52%
|
Reduced
|
|
|
1943
|
|
$29.7M
|
+$6.76M
|
6
|
25.49%
|
Increased
|
|
|
1944
|
Renaissance Investment Group
Lenox,
Massachusetts
|
$29.7M
|
-$201K
|
5
|
9.27%
|
Reduced
|
|
|
1945
|
Ionic Capital Management
New York
|
$29.7M
|
+$18.2M
|
2
|
4.07%
|
Increased
|
|
|
1946
|
Colonial Trust
Spartanburg,
South Carolina
|
$29.7M
|
+$33.9M
|
6
|
9.46%
|
New
|
|
|
1947
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$29.6M
|
-$147K
|
7
|
10.6%
|
Reduced
|
|
|
1948
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$29.6M
|
-$773K
|
7
|
21.64%
|
Reduced
|
|
|
1949
|
Forum Financial Management
Lombard,
Illinois
|
$29.6M
|
-$973K
|
8
|
1.43%
|
Reduced
|
|
|
1950
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$29.5M
|
+$177K
|
8
|
4.11%
|
Increased
|
|
