|
1901
|
Wealth Quarterback
Toms River,
New Jersey
|
$7K
|
–
|
–
|
–
|
|
|
1902
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$6K
|
–
|
–
|
–
|
|
|
1903
|
Longfellow Investment Management
Boston,
Massachusetts
|
$6K
|
–
|
–
|
–
|
|
|
1904
|
Vaughan Nelson Investment Management
Houston,
Texas
|
$5K
|
-$143M
|
-440,874
|
-100%
|
|
|
1905
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$5K
|
-$39K
|
-120
|
-88%
|
|
|
1906
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$5K
|
-$5.21K
|
-16
|
-50%
|
|
|
1907
|
WD Rutherford
Portland,
Oregon
|
$5K
|
–
|
–
|
–
|
|
|
1908
|
Annapolis Financial Services
Annapolis,
Maryland
|
$4K
|
-$11.4K
|
-35
|
-73%
|
|
|
1909
|
Aspire Private Capital
Cornelius,
North Carolina
|
$4K
|
–
|
–
|
–
|
|
|
1910
|
Parallax Volatility Advisers
San Francisco,
California
|
$4K
|
–
|
–
|
–
|
|
|
1911
|
Wolff Wiese Magana
Carslbad,
California
|
$3K
|
-$325
|
-1
|
-9%
|
|
|
1912
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$3K
|
–
|
–
|
–
|
|
|
1913
|
Globeflex Capital
San Diego,
California
|
$3K
|
–
|
–
|
–
|
|
|
1914
|
James Investment Research
Alpha,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
1915
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$3K
|
+$3.25K
|
+10
|
New
|
|
|
1916
|
Global Financial Private Client
Sarasota,
Florida
|
$2.92K
|
–
|
–
|
–
|
|
|
1917
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$2K
|
-$358K
|
-1,100
|
-99%
|
|
|
1918
|
Candriam SCA
Strassen, Luxembourg,
Luxembourg
|
$2K
|
+$651
|
+2
|
+50%
|
|
|
1919
|
MilWealth Group
Milwaukee,
Wisconsin
|
$1.6K
|
+$1.63K
|
+5
|
New
|
|
|
1920
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$1.6K
|
+$1.63K
|
+5
|
New
|
|
|
1921
|
WestEnd Advisors
Charlotte,
North Carolina
|
$1.28K
|
–
|
–
|
–
|
|
|
1922
|
Cordant Inc
Portland,
Oregon
|
$1K
|
+$976
|
+3
|
New
|
|
|
1923
|
Westside Investment Management
Santa Monica,
California
|
$27
|
–
|
–
|
–
|
|
|
1924
|
PineBridge Investments
New York
|
–
|
-$69.6M
|
-235,995
|
Closed
|
|
|
1925
|
Smead Capital Management
Phoenix,
Arizona
|
–
|
-$28.8M
|
-97,845
|
Closed
|
|
