|
1901
|
Compass Capital Management
Minneapolis,
Minnesota
|
$443K
|
–
|
–
|
–
|
|
|
1902
|
Circle Wealth Management
Summit,
New Jersey
|
$441K
|
–
|
–
|
–
|
|
|
1903
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$440K
|
+$427K
|
+3,685
|
New
|
|
|
1904
|
Krilogy Financial
St. Louis,
Missouri
|
$439K
|
+$14.9K
|
+129
|
+3%
|
|
|
1905
|
Edgewood Management
Greenwich,
Connecticut
|
$438K
|
-$34.8K
|
-300
|
-7%
|
|
|
1906
|
Schaller Investment Group
Winston Salem,
North Carolina
|
$438K
|
–
|
–
|
–
|
|
|
1907
|
Sterling Investment Management
Tucson,
Arizona
|
$437K
|
-$23.1K
|
-199
|
-5%
|
|
|
1908
|
Texas Capital Bancshares
Dallas,
Texas
|
$437K
|
+$2.43K
|
+21
|
+0.5%
|
|
|
1909
|
Harfst & Associates
Sheridan,
Wyoming
|
$436K
|
+$39.3K
|
+339
|
+9%
|
|
|
1910
|
McQueen Ball & Associates
Bethlehem,
Pennsylvania
|
$435K
|
-$1.04K
|
-9
|
-0.2%
|
|
|
1911
|
Gruss & Co
West Palm Beach,
Florida
|
$435K
|
–
|
–
|
–
|
|
|
1912
|
Professional Advisory Services
Vero Beach,
Florida
|
$435K
|
–
|
–
|
–
|
|
|
1913
|
|
$434K
|
+$4.87K
|
+42
|
+1%
|
|
|
1914
|
McRae Capital Management
Morristown,
New Jersey
|
$433K
|
+$579
|
+5
|
+0.1%
|
|
|
1915
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$432K
|
+$13.3K
|
+115
|
+3%
|
|
|
1916
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$431K
|
–
|
–
|
–
|
|
|
1917
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$431K
|
+$46.6K
|
+402
|
+11%
|
|
|
1918
|
Family Management
New York
|
$428K
|
–
|
–
|
–
|
|
|
1919
|
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
$426K
|
+$453K
|
+3,914
|
New
|
|
|
1920
|
Successful Portfolios
Clearwater,
Florida
|
$424K
|
-$10.1K
|
-87
|
-2%
|
|
|
1921
|
Oak Ridge Investments
Chicago,
Illinois
|
$421K
|
-$12.9K
|
-111
|
-3%
|
|
|
1922
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$417K
|
+$85.5K
|
+738
|
+24%
|
|
|
1923
|
Epstein & White Financial
San Diego,
California
|
$415K
|
+$36.3K
|
+313
|
+9%
|
|
|
1924
|
Osterweis Capital Management
San Francisco,
California
|
$414K
|
–
|
–
|
–
|
|
|
1925
|
Rational Advisors
Huntington,
New York
|
$413K
|
-$367K
|
-3,171
|
-46%
|
|
