|
1901
|
Achievement Holdings
Chicago,
Illinois
|
$1.25M
|
+$1.23M
|
+45,200
|
New
|
|
|
1902
|
Cue Advisory Services
Phoenix,
Arizona
|
$1.25M
|
+$1.23M
|
+45,124
|
New
|
|
|
1903
|
Elkhorn Partners
Omaha,
Nebraska
|
$1.24M
|
-$298K
|
-10,960
|
-20%
|
|
|
1904
|
Reliance Trust
Atlanta,
Georgia
|
$1.24M
|
-$13.4K
|
-492
|
-1%
|
|
|
1905
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$1.24M
|
+$364K
|
+13,380
|
+42%
|
|
|
1906
|
Montag & Caldwell
Atlanta,
Georgia
|
$1.24M
|
–
|
–
|
–
|
|
|
1907
|
Mork Capital Management
Healdsburg,
California
|
$1.24M
|
+$1.22M
|
+44,800
|
New
|
|
|
1908
|
Bellecapital
Zurich,
Switzerland
|
$1.23M
|
+$42.4K
|
+1,560
|
+4%
|
|
|
1909
|
Biltmore Wealth Management
Tempe,
Arizona
|
$1.22M
|
+$1.2M
|
+44,156
|
New
|
|
|
1910
|
Tortoise Investment Management
White Plains,
New York
|
$1.22M
|
+$111K
|
+4,080
|
+10%
|
|
|
1911
|
Tiedemann Trust
Wilmington,
Delaware
|
$1.22M
|
-$285K
|
-10,472
|
-19%
|
|
|
1912
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.21M
|
+$48.4K
|
+1,780
|
+4%
|
|
|
1913
|
HighTower Trust
Houston,
Texas
|
$1.21M
|
-$67.1K
|
-2,468
|
-5%
|
|
|
1914
|
Tudor Investment Corp
Stamford,
Connecticut
|
$1.19M
|
-$13.3M
|
-488,924
|
-92%
|
|
|
1915
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$1.18M
|
+$1.17M
|
+42,820
|
New
|
|
|
1916
|
Miles Capital
West Des Moines,
Iowa
|
$1.18M
|
+$66.5K
|
+2,444
|
+6%
|
|
|
1917
|
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
|
$1.18M
|
–
|
–
|
–
|
|
|
1918
|
Cable Hill Partners
Portland,
Oregon
|
$1.16M
|
+$1.15M
|
+42,152
|
New
|
|
|
1919
|
Schonfeld Group Holdings
Jericho,
New York
|
$1.16M
|
-$5.13M
|
-188,484
|
-82%
|
|
|
1920
|
CG Asset Management
New York
|
$1.16M
|
+$38.1K
|
+1,400
|
+3%
|
|
|
1921
|
Rex Capital Advisors
Providence,
Rhode Island
|
$1.14M
|
–
|
–
|
–
|
|
|
1922
|
Osterweis Capital Management
San Francisco,
California
|
$1.14M
|
–
|
–
|
–
|
|
|
1923
|
Dominick & Dominick
New York
|
$1.14M
|
-$13.7M
|
-502,404
|
-92%
|
|
|
1924
|
Central Asset Investments & Management Holdings
Hong Kong
|
$1.14M
|
-$2.38M
|
-87,600
|
-68%
|
|
|
1925
|
Zevin Asset Management
Boston,
Massachusetts
|
$1.14M
|
+$17.5K
|
+644
|
+2%
|
|
