|
1951
|
Peconic Partners
New York
|
$2.01M
|
+$776K
|
+20,000
|
+62%
|
|
|
1952
|
Schonfeld Strategic Advisors
New York
|
$2.01M
|
+$236K
|
+6,096
|
+13%
|
|
|
1953
|
MV Capital Management
Bethesda,
Maryland
|
$2M
|
-$47.2K
|
-1,216
|
-2%
|
|
|
1954
|
Sanders Morris Harris
Houston,
Texas
|
$2M
|
-$877K
|
-22,600
|
-30%
|
|
|
1955
|
Tarbox Family Office
Newport Beach,
California
|
$1.99M
|
+$3.1K
|
+80
|
+0.2%
|
|
|
1956
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.99M
|
-$151K
|
-3,900
|
-7%
|
|
|
1957
|
SPC Financial Inc
Rockville,
Maryland
|
$1.99M
|
-$114K
|
-2,928
|
-5%
|
|
|
1958
|
Asset Dedication LLC
San Francisco,
California
|
$1.99M
|
+$87.2K
|
+2,248
|
+5%
|
|
|
1959
|
SSI Investment Management
Los Angeles,
California
|
$1.98M
|
+$93K
|
+2,396
|
+5%
|
|
|
1960
|
Miles Capital
West Des Moines,
Iowa
|
$1.98M
|
-$626K
|
-16,124
|
-24%
|
|
|
1961
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$1.97M
|
+$122K
|
+3,148
|
+7%
|
|
|
1962
|
Ninety One North America
New York
|
$1.97M
|
–
|
–
|
–
|
|
|
1963
|
IMA Advisory Services
Denver,
Colorado
|
$1.96M
|
+$61.1K
|
+1,576
|
+3%
|
|
|
1964
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
$1.96M
|
-$368K
|
-9,480
|
-16%
|
|
|
1965
|
Independence Advisors
Wayne,
Pennsylvania
|
$1.96M
|
-$11.3K
|
-292
|
-0.6%
|
|
|
1966
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$1.96M
|
-$77.9K
|
-2,008
|
-4%
|
|
|
1967
|
Elm Advisors
Burlingame,
California
|
$1.95M
|
-$1.55K
|
-40
|
-0.1%
|
|
|
1968
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$1.95M
|
-$27.2K
|
-700
|
-1%
|
|
|
1969
|
Baltimore Capital Management
Baltimore,
Maryland
|
$1.94M
|
–
|
–
|
–
|
|
|
1970
|
Barber Financial Group
Lenexa,
Kansas
|
$1.94M
|
+$17.1K
|
+440
|
+0.9%
|
|
|
1971
|
Rafferty Asset Management
New York
|
$1.93M
|
-$3.86M
|
-99,524
|
-66%
|
|
|
1972
|
Ken Stern & Associates
San Diego,
California
|
$1.93M
|
+$68.9K
|
+1,776
|
+4%
|
|
|
1973
|
BigSur Wealth Management
Miami,
Florida
|
$1.91M
|
-$326K
|
-8,400
|
-14%
|
|
|
1974
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$1.91M
|
-$86.9K
|
-2,240
|
-4%
|
|
|
1975
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.91M
|
+$274K
|
+7,064
|
+17%
|
|
