|
1901
|
Townsend Asset Management
Raleigh,
North Carolina
|
$239K
|
–
|
–
|
–
|
|
|
1902
|
Veracity Capital
Atlanta,
Georgia
|
$239K
|
+$68.7K
|
+1,124
|
+36%
|
|
|
1903
|
Kings Point Capital Management
Great Neck,
New York
|
$238K
|
-$77.2K
|
-1,263
|
-23%
|
|
|
1904
|
Delta Investment Management
San Francisco,
California
|
$237K
|
-$84.5K
|
-1,383
|
-24%
|
|
|
1905
|
Edge Wealth Management
New York
|
$236K
|
-$27.2K
|
-445
|
-10%
|
|
|
1906
|
Monterey Private Wealth
Monterey,
California
|
$236K
|
-$21K
|
-343
|
-7%
|
|
|
1907
|
Keeley-Teton Advisors
Chicago,
Illinois
|
$236K
|
+$122
|
+2
|
+0%
|
|
|
1908
|
Hutchinson Capital Management
San Rafael,
California
|
$236K
|
+$16.3K
|
+266
|
+7%
|
|
|
1909
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$236K
|
+$258K
|
+4,216
|
New
|
|
|
1910
|
Rudd International
Sarasota,
Florida
|
$235K
|
–
|
–
|
–
|
|
|
1911
|
Stewart & Patten Company
Lafayette,
California
|
$234K
|
-$336K
|
-5,500
|
-57%
|
|
|
1912
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$234K
|
-$1.83K
|
-30
|
-0.8%
|
|
|
1913
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$234K
|
+$18.3K
|
+300
|
+8%
|
|
|
1914
|
Lesa Sroufe & Co
Seattle,
Washington
|
$234K
|
+$18.3K
|
+300
|
+8%
|
|
|
1915
|
Sonata Capital Group
Seattle,
Washington
|
$233K
|
-$12.2K
|
-200
|
-5%
|
|
|
1916
|
Security Asset Management
New York
|
$233K
|
–
|
–
|
–
|
|
|
1917
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$232K
|
-$67.1K
|
-1,098
|
-21%
|
|
|
1918
|
Toth Financial Advisory
Leesburg,
Virginia
|
$231K
|
-$142K
|
-2,320
|
-36%
|
|
|
1919
|
Rock Point Advisors
Burlington,
Vermont
|
$231K
|
-$15.6K
|
-255
|
-6%
|
|
|
1920
|
Seneca House Advisors
Richmond,
Virginia
|
$230K
|
-$20.3K
|
-332
|
-7%
|
|
|
1921
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$230K
|
+$253K
|
+4,135
|
New
|
|
|
1922
|
Financial Perspectives
Minneapolis,
Minnesota
|
$230K
|
+$16.2K
|
+265
|
+7%
|
|
|
1923
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$228K
|
+$250K
|
+4,097
|
New
|
|
|
1924
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$228K
|
-$33.2K
|
-543
|
-12%
|
|
|
1925
|
CX Institutional
Auburn,
Indiana
|
$228K
|
-$9.05K
|
-148
|
-3%
|
|
