|
1901
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$218K
|
+$202K
|
+1,856
|
New
|
|
|
1902
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$217K
|
–
|
–
|
–
|
|
|
1903
|
Lipe & Dalton
Syracuse,
New York
|
$217K
|
+$200K
|
+1,840
|
New
|
|
|
1904
|
Emancipation Management
New York
|
$217K
|
+$201K
|
+1,850
|
New
|
|
|
1905
|
Marshall & Sullivan
Seattle,
Washington
|
$214K
|
–
|
–
|
–
|
|
|
1906
|
Global Retirement Partners
San Rafael,
California
|
$214K
|
+$198K
|
+1,817
|
New
|
|
|
1907
|
E&G Advisors
Houston,
Texas
|
$214K
|
+$198K
|
+1,820
|
New
|
|
|
1908
|
MML Investors Services
Springfield,
Massachusetts
|
$214K
|
+$198K
|
+1,821
|
New
|
|
|
1909
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$212K
|
+$112K
|
+1,029
|
+133%
|
|
|
1910
|
Pathstone Family Office
Englewood,
New Jersey
|
$212K
|
+$153K
|
+1,405
|
+349%
|
|
|
1911
|
Investment House LLC
Redondo Beach,
California
|
$209K
|
+$193K
|
+1,775
|
New
|
|
|
1912
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$207K
|
+$191K
|
+1,756
|
New
|
|
|
1913
|
Trillium Asset Management
Boston,
Massachusetts
|
$207K
|
+$191K
|
+1,756
|
New
|
|
|
1914
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$207K
|
+$191K
|
+1,758
|
New
|
|
|
1915
|
Stanford Investment Group
Mountain View,
California
|
$206K
|
–
|
–
|
–
|
|
|
1916
|
Darwin Wealth Management
Tampa,
Florida
|
$206K
|
+$191K
|
+1,751
|
New
|
|
|
1917
|
|
$204K
|
+$188K
|
+1,730
|
New
|
|
|
1918
|
Affiance Financial
St. Louis Park,
Minnesota
|
$204K
|
+$189K
|
+1,735
|
New
|
|
|
1919
|
John W. Bristol & Co
New York
|
$203K
|
–
|
–
|
–
|
|
|
1920
|
New England Research & Management
Chicago,
Illinois
|
$203K
|
+$188K
|
+1,725
|
New
|
|
|
1921
|
|
$203K
|
+$188K
|
+1,726
|
New
|
|
|
1922
|
WCM Investment Management
Laguna Beach,
California
|
$202K
|
+$187K
|
+1,720
|
New
|
|
|
1923
|
|
$201K
|
-$192K
|
-1,767
|
-51%
|
|
|
1924
|
Stratford Consulting
Addison,
Texas
|
$201K
|
-$32.5K
|
-298
|
-15%
|
|
|
1925
|
East Coast Asset Management
Essex,
Massachusetts
|
$200K
|
+$185K
|
+1,701
|
New
|
|
