|
1901
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.15B
|
-$42.4M
|
-4%
|
0.71%
|
55.5%
|
144
|
9.03%
|
|
|
1902
|
Marcum Wealth
Cleveland,
Ohio
|
$1.15B
|
+$77.4M
|
+7%
|
0.35%
|
20%
|
436
|
12.16%
|
|
|
1903
|
|
$1.15B
|
+$281M
|
+32%
|
1.53%
|
141%
|
875
|
40.46%
|
|
|
1904
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$1.15B
|
+$7.32M
|
+0.6%
|
3.46%
|
61.9%
|
488
|
12.7%
|
|
|
1905
|
Galaxy Group Investments
New York
|
$1.15B
|
–
|
–
|
44.1%
|
–
|
16
|
–
|
|
|
1906
|
Vantage Investment Partners
Kansas City,
Missouri
|
$1.15B
|
-$43.7M
|
-4%
|
2.72%
|
50.9%
|
64
|
4.69%
|
|
|
1907
|
SPC Financial Inc
Rockville,
Maryland
|
$1.15B
|
+$11.8M
|
+1%
|
0.09%
|
65.1%
|
274
|
13.5%
|
|
|
1908
|
Kontiki Capital Management (HK)
Hong Kong
|
$1.15B
|
-$118M
|
-9%
|
1.15%
|
130%
|
9
|
0%
|
|
|
1909
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$1.15B
|
+$6.35M
|
+0.6%
|
1.13%
|
28.2%
|
151
|
7.28%
|
|
|
1910
|
Bouchey Financial Group
Troy,
New York
|
$1.14B
|
+$25.8M
|
+2%
|
1.2%
|
66.7%
|
166
|
18.67%
|
|
|
1911
|
LGT Fund Management
Vaduz,
Liechtenstein
|
$1.14B
|
+$179M
|
+19%
|
2.58%
|
93.7%
|
268
|
26.12%
|
|
|
1912
|
General Catalyst Group Management
Cambridge,
Massachusetts
|
$1.14B
|
-$290M
|
-20%
|
0.73%
|
206%
|
12
|
16.67%
|
|
|
1913
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$1.14B
|
-$11.1M
|
-1%
|
0.55%
|
50.9%
|
302
|
47.35%
|
|
|
1914
|
Shenkman Capital Management
New York
|
$1.14B
|
-$150M
|
-12%
|
0.4%
|
4.02%
|
100
|
1%
|
|
|
1915
|
Nicholas Investment Partners
Rancho Santa Fe,
California
|
$1.14B
|
+$47.3M
|
+4%
|
10.8%
|
362%
|
253
|
25.69%
|
|
|
1916
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$1.14B
|
-$15M
|
-1%
|
1.44%
|
88.5%
|
171
|
5.26%
|
|
|
1917
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.14B
|
+$13.1M
|
+1%
|
1.06%
|
54.3%
|
447
|
13.87%
|
|
|
1918
|
Sunbelt Securities
Houston,
Texas
|
$1.14B
|
+$115M
|
+11%
|
2.36%
|
83.5%
|
1,957
|
12.88%
|
|
|
1919
|
Hardy Reed
Tupelo,
Mississippi
|
$1.13B
|
+$18.4M
|
+2%
|
0.99%
|
57.7%
|
264
|
14.77%
|
|
|
1920
|
Condor Capital Management
Martinsville,
New Jersey
|
$1.13B
|
+$23.4M
|
+2%
|
1.38%
|
47.3%
|
201
|
10.95%
|
|
|
1921
|
Narwhal Capital Management
Marietta,
Georgia
|
$1.13B
|
+$19.9M
|
+2%
|
1.98%
|
93.8%
|
170
|
11.18%
|
|
|
1922
|
Oliver Luxxe Assets
Gladstone,
New Jersey
|
$1.13B
|
+$571M
|
+102%
|
3.47%
|
141%
|
205
|
10.73%
|
|
|
1923
|
|
$1.13B
|
+$687K
|
+0.1%
|
11%
|
180%
|
867
|
37.37%
|
|
|
1924
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$1.13B
|
-$28M
|
-2%
|
0.68%
|
68.3%
|
802
|
22.19%
|
|
|
1925
|
Torno Capital
Cohasset,
Massachusetts
|
$1.13B
|
+$472M
|
+72%
|
3.6%
|
–
|
271
|
70.85%
|
|