|
1901
|
Simon Quick Advisors
Morristown,
New Jersey
|
$90K
|
+$1.25K
|
+5
|
+1%
|
|
|
1902
|
Field & Main Bank
Henderson,
Kentucky
|
$89K
|
-$14K
|
-56
|
-14%
|
|
|
1903
|
Vigilant Capital Management
Portland,
Maine
|
$89K
|
–
|
–
|
–
|
|
|
1904
|
Versant Capital Management
Phoenix,
Arizona
|
$88K
|
-$1.25K
|
-5
|
-1%
|
|
|
1905
|
|
$88K
|
+$84.6K
|
+338
|
New
|
|
|
1906
|
Leelyn Smith
Geneva,
Illinois
|
$87K
|
–
|
–
|
–
|
|
|
1907
|
Sycomore Asset Management
Paris,
France
|
$87K
|
–
|
–
|
–
|
|
|
1908
|
NuWave Investment Management
Parsippany,
New Jersey
|
$87K
|
+$83.9K
|
+335
|
New
|
|
|
1909
|
EARNEST Partners
Atlanta,
Georgia
|
$86K
|
–
|
–
|
–
|
|
|
1910
|
HC Financial Advisors
Lafayette,
California
|
$84K
|
–
|
–
|
–
|
|
|
1911
|
Tarbox Family Office
Newport Beach,
California
|
$81K
|
-$30.8K
|
-123
|
-28%
|
|
|
1912
|
Financial Connections Group
Corte Madera,
California
|
$81K
|
–
|
–
|
–
|
|
|
1913
|
MV Capital Management
Bethesda,
Maryland
|
$81K
|
+$501
|
+2
|
+0.6%
|
|
|
1914
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$80K
|
+$9.52K
|
+38
|
+14%
|
|
|
1915
|
Dark Forest Capital Management
San Juan,
Puerto Rico
|
$80K
|
+$33.3K
|
+133
|
+76%
|
|
|
1916
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$80K
|
+$35.3K
|
+141
|
+84%
|
|
|
1917
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$78K
|
–
|
–
|
–
|
|
|
1918
|
Summit Securities Group
New York
|
$77K
|
+$73.6K
|
+294
|
New
|
|
|
1919
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$76K
|
–
|
–
|
–
|
|
|
1920
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$75K
|
+$72.6K
|
+290
|
New
|
|
|
1921
|
United Community Bank
Greenville,
South Carolina
|
$74.2K
|
–
|
–
|
–
|
|
|
1922
|
O'Dell Group
Cincinnati,
Ohio
|
$73K
|
–
|
–
|
–
|
|
|
1923
|
Pursue Wealth Partners
Clayton,
California
|
$70.4K
|
+$66.4K
|
+265
|
New
|
|
|
1924
|
Gemmer Asset Management
Walnut Creek,
California
|
$70K
|
-$23.8K
|
-95
|
-26%
|
|
|
1925
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$69K
|
–
|
–
|
–
|
|
