|
1926
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$3.59M
|
–
|
–
|
–
|
|
|
1927
|
Russell Clark Investment Management
London,
United Kingdom
|
$3.59M
|
–
|
–
|
–
|
|
|
1928
|
Herald Investment Management
London,
United Kingdom
|
$3.58M
|
–
|
–
|
–
|
|
|
1929
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$3.58M
|
+$186K
|
+1,540
|
+6%
|
|
|
1930
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$3.57M
|
-$4.01M
|
-33,200
|
-56%
|
|
|
1931
|
Verition Fund Management
Greenwich,
Connecticut
|
$3.56M
|
-$1.11M
|
-9,200
|
-26%
|
|
|
1932
|
RBA Wealth Management
Newport Beach,
California
|
$3.56M
|
+$268K
|
+2,220
|
+9%
|
|
|
1933
|
Riverpark Capital Management
New York
|
$3.56M
|
-$3.6M
|
-29,780
|
-54%
|
|
|
1934
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$3.56M
|
-$1.44M
|
-11,940
|
-32%
|
|
|
1935
|
Compton Capital Management
Providence,
Rhode Island
|
$3.55M
|
-$114K
|
-940
|
-4%
|
|
|
1936
|
Symmetry Partners
Glastonbury,
Connecticut
|
$3.54M
|
+$3.1M
|
+25,680
|
New
|
|
|
1937
|
West Oak Capital
Westlake Village,
California
|
$3.54M
|
-$116K
|
-960
|
-4%
|
|
|
1938
|
Abacus FCF Advisors
Orlando,
Florida
|
$3.53M
|
-$838K
|
-6,940
|
-22%
|
|
|
1939
|
Clear Perspective Advisors
Aurora,
Illinois
|
$3.53M
|
-$263K
|
-2,180
|
-8%
|
|
|
1940
|
SWS Partners
Columbus,
Ohio
|
$3.51M
|
+$220K
|
+1,820
|
+9%
|
|
|
1941
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$3.5M
|
-$285K
|
-2,360
|
-9%
|
|
|
1942
|
Old Well Partners
Charlotte,
North Carolina
|
$3.49M
|
-$1.04M
|
-8,600
|
-25%
|
|
|
1943
|
Soltis Investment Advisors
St. George,
Utah
|
$3.47M
|
-$43.5K
|
-360
|
-1%
|
|
|
1944
|
Mengis Capital Management
Portland,
Oregon
|
$3.47M
|
+$101K
|
+840
|
+3%
|
|
|
1945
|
Coe Capital Management
Highland Park,
Illinois
|
$3.46M
|
-$534K
|
-4,420
|
-15%
|
|
|
1946
|
9258 Wealth Management
Blue Ash,
Ohio
|
$3.46M
|
+$116K
|
+960
|
+4%
|
|
|
1947
|
Calton & Associates
Tampa,
Florida
|
$3.46M
|
+$53.1K
|
+440
|
+2%
|
|
|
1948
|
IndexIQ Advisors
New York
|
$3.45M
|
+$3.02M
|
+25,040
|
New
|
|
|
1949
|
Consolidated Investment Group
Englewood,
Colorado
|
$3.45M
|
–
|
–
|
–
|
|
|
1950
|
S&CO Inc
Boston,
Massachusetts
|
$3.45M
|
+$33.8K
|
+280
|
+1%
|
|
