|
1926
|
Nelson Capital Management
Menlo Park,
California
|
$3.64M
|
-$134K
|
-3,168
|
-4%
|
|
|
1927
|
Quest Capital Management
Dallas,
Texas
|
$3.64M
|
+$639K
|
+15,056
|
+24%
|
|
|
1928
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
$3.64M
|
-$880K
|
-20,748
|
-21%
|
|
|
1929
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$3.63M
|
-$98.6K
|
-2,324
|
-3%
|
|
|
1930
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$3.63M
|
-$540K
|
-12,740
|
-14%
|
|
|
1931
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$3.63M
|
+$77.5K
|
+1,828
|
+2%
|
|
|
1932
|
Kessler Investment Group
Columbus,
Indiana
|
$3.62M
|
-$2.12M
|
-50,020
|
-40%
|
|
|
1933
|
WealthBridge Capital Management
Westerville,
Ohio
|
$3.62M
|
-$78.6K
|
-1,852
|
-3%
|
|
|
1934
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$3.61M
|
-$274K
|
-6,456
|
-8%
|
|
|
1935
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$3.61M
|
-$95K
|
-2,240
|
-3%
|
|
|
1936
|
Highlander Capital Management
Short Hills,
New Jersey
|
$3.61M
|
-$335K
|
-7,896
|
-9%
|
|
|
1937
|
Truvestments Capital
Sarasota,
Florida
|
$3.6M
|
+$3.22M
|
+75,868
|
New
|
|
|
1938
|
Atlas Brown
Louisville,
Kentucky
|
$3.59M
|
-$221K
|
-5,220
|
-6%
|
|
|
1939
|
Leisure Capital Management
Costa Mesa,
California
|
$3.59M
|
-$10.3K
|
-244
|
-0.3%
|
|
|
1940
|
Confluence Wealth Management
Portland,
Oregon
|
$3.59M
|
-$31.4K
|
-740
|
-1%
|
|
|
1941
|
Moseley Investment Management
Bradenton,
Florida
|
$3.58M
|
+$3.2M
|
+75,416
|
New
|
|
|
1942
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$3.58M
|
-$46.3K
|
-1,092
|
-1%
|
|
|
1943
|
Sterling Investment Management
Tucson,
Arizona
|
$3.56M
|
-$934K
|
-22,024
|
-23%
|
|
|
1944
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$3.56M
|
-$37.5K
|
-884
|
-1%
|
|
|
1945
|
JVL Associates
Wyoming,
Michigan
|
$3.56M
|
–
|
–
|
–
|
|
|
1946
|
Wimmer Associates 1
Pasadena,
California
|
$3.56M
|
-$15.9K
|
-376
|
-0.5%
|
|
|
1947
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$3.56M
|
-$42.8K
|
-1,008
|
-1%
|
|
|
1948
|
Karp Capital Management
Sausalito,
California
|
$3.55M
|
-$60.1K
|
-1,416
|
-2%
|
|
|
1949
|
Lafayette Investments
Ashton,
Maryland
|
$3.53M
|
+$449K
|
+10,596
|
+17%
|
|
|
1950
|
Boothe Investment Group
Dover,
Delaware
|
$3.53M
|
+$3.15M
|
+74,292
|
New
|
|
