|
1901
|
HT Partners
Centerbrook,
Connecticut
|
$376K
|
–
|
–
|
–
|
|
|
1902
|
AFAM Capital
Austin,
Texas
|
$373K
|
–
|
–
|
–
|
|
|
1903
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$373K
|
–
|
–
|
–
|
|
|
1904
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$373K
|
–
|
–
|
–
|
|
|
1905
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$373K
|
+$390K
|
+1,999
|
New
|
|
|
1906
|
Bruderman Asset Management
Locust Valley,
New York
|
$372K
|
-$28.8K
|
-148
|
-7%
|
|
|
1907
|
Fairview Capital Investment Management
Greenbrae,
California
|
$372K
|
+$9.75K
|
+50
|
+3%
|
|
|
1908
|
Trellis Advisors
Ellensburg,
Washington
|
$371K
|
-$60.8K
|
-312
|
-14%
|
|
|
1909
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$370K
|
-$426K
|
-2,183
|
-66%
|
|
|
1910
|
Viridian RIA
Bothell,
Washington
|
$368K
|
-$23.8K
|
-122
|
-6%
|
|
|
1911
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$366K
|
-$2.7M
|
-13,867
|
-88%
|
|
|
1912
|
Independent Order of Foresters
Toronto,
Ontario, Canada
|
$363K
|
-$74.1K
|
-380
|
-16%
|
|
|
1913
|
Allied Investment Advisors
Billings,
Montana
|
$363K
|
+$19.5K
|
+100
|
+5%
|
|
|
1914
|
Cadence Bank NA
Houston,
Texas
|
$362K
|
-$17.2K
|
-88
|
-4%
|
|
|
1915
|
One Wealth Advisors
San Francisco,
California
|
$361K
|
–
|
–
|
–
|
|
|
1916
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$361K
|
+$377K
|
+1,934
|
New
|
|
|
1917
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$360K
|
-$1.95K
|
-10
|
-0.5%
|
|
|
1918
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$359K
|
–
|
–
|
–
|
|
|
1919
|
Barnett & Company
Chattanooga,
Tennessee
|
$357K
|
–
|
–
|
–
|
|
|
1920
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$356K
|
-$7.41K
|
-38
|
-2%
|
|
|
1921
|
First Bank & Trust
Brookings,
South Dakota
|
$356K
|
-$4.68K
|
-24
|
-1%
|
|
|
1922
|
Quantres Asset Management
Cayman,
Cayman Islands
|
$355K
|
-$117K
|
-600
|
-24%
|
|
|
1923
|
Ballew Advisors
Jackson,
Mississippi
|
$351K
|
–
|
–
|
–
|
|
|
1924
|
Coyle Financial Counsel
Glenview,
Illinois
|
$350K
|
+$331K
|
+1,698
|
+954%
|
|
|
1925
|
Csenge Advisory Group
Clearwater,
Florida
|
$349K
|
-$100K
|
-514
|
-22%
|
|
