|
1901
|
|
$362K
|
-$23.9K
|
-165
|
-6%
|
|
|
1902
|
Avenir Corporation
Alexandria,
Virginia
|
$361K
|
–
|
–
|
–
|
|
|
1903
|
Welch Group
Birmingham,
Alabama
|
$359K
|
-$29.1K
|
-201
|
-7%
|
|
|
1904
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$359K
|
+$55.1K
|
+381
|
+18%
|
|
|
1905
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$358K
|
-$45.2K
|
-312
|
-11%
|
|
|
1906
|
Poplar Forest Capital
Pasadena,
California
|
$357K
|
–
|
–
|
–
|
|
|
1907
|
Legacy Capital Partners
Milwaukee,
Wisconsin
|
$355K
|
-$34.4K
|
-238
|
-9%
|
|
|
1908
|
Matisse Capital
Portland,
Oregon
|
$355K
|
–
|
–
|
–
|
|
|
1909
|
Stableford Capital II
Scottsdale,
Arizona
|
$352K
|
-$224K
|
-1,550
|
-39%
|
|
|
1910
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$351K
|
+$4.34K
|
+30
|
+1%
|
|
|
1911
|
Confluence Wealth Management
Portland,
Oregon
|
$345K
|
-$63.5K
|
-439
|
-15%
|
|
|
1912
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$345K
|
-$18.2K
|
-126
|
-5%
|
|
|
1913
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$339K
|
+$344K
|
+2,374
|
New
|
|
|
1914
|
Alpine Woods Capital Investors
Purchase,
New York
|
$334K
|
-$151K
|
-1,044
|
-31%
|
|
|
1915
|
Financial Sense Advisors
San Diego,
California
|
$333K
|
-$659K
|
-4,550
|
-66%
|
|
|
1916
|
Tarbox Family Office
Newport Beach,
California
|
$332K
|
+$221K
|
+1,525
|
+191%
|
|
|
1917
|
St Louis Trust
Saint Louis,
Missouri
|
$331K
|
-$26.2K
|
-181
|
-7%
|
|
|
1918
|
Jag Capital Management
St Louis,
Missouri
|
$327K
|
+$1.16K
|
+8
|
+0.4%
|
|
|
1919
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$327K
|
+$30.3K
|
+209
|
+10%
|
|
|
1920
|
Messner & Smith Theme Value Investment Management
San Diego,
California
|
$326K
|
–
|
–
|
–
|
|
|
1921
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$325K
|
+$18.1K
|
+125
|
+6%
|
|
|
1922
|
Acropolis Investment Management
St. Louis,
Missouri
|
$324K
|
–
|
–
|
–
|
|
|
1923
|
TSP Capital Management Group
Summit,
New Jersey
|
$324K
|
–
|
–
|
–
|
|
|
1924
|
Diamond Hill Capital Management
Columbus,
Ohio
|
$321K
|
-$29.1K
|
-201
|
-8%
|
|
|
1925
|
Summit Securities Group
New York
|
$319K
|
-$4.49M
|
-31,007
|
-93%
|
|
