|
1926
|
Scoggin Management
New York
|
$2.93M
|
-$1.27M
|
-7,500
|
-30%
|
|
|
1927
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$2.93M
|
-$52.3K
|
-309
|
-2%
|
|
|
1928
|
Deltec Asset Management
New York
|
$2.92M
|
-$244K
|
-1,439
|
-8%
|
|
|
1929
|
Solstein Capital
Menlo Park,
California
|
$2.91M
|
–
|
–
|
–
|
|
|
1930
|
Laidlaw Wealth Management
New York City,
New York
|
$2.91M
|
+$45.2K
|
+267
|
+2%
|
|
|
1931
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$2.91M
|
-$2.37K
|
-14
|
-0.1%
|
|
|
1932
|
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
$2.9M
|
–
|
–
|
–
|
|
|
1933
|
Institute for Wealth Management
Denver,
Colorado
|
$2.9M
|
-$38.4K
|
-227
|
-1%
|
|
|
1934
|
Lewis Asset Management
Lafayette,
California
|
$2.9M
|
-$30.8K
|
-182
|
-1%
|
|
|
1935
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$2.9M
|
+$65K
|
+384
|
+2%
|
|
|
1936
|
CIC Wealth
Rockville,
Maryland
|
$2.9M
|
+$4.91K
|
+29
|
+0.2%
|
|
|
1937
|
Boston Partners
Boston,
Massachusetts
|
$2.89M
|
-$2.63M
|
-15,563
|
-47%
|
|
|
1938
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$2.89M
|
+$128K
|
+755
|
+5%
|
|
|
1939
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$2.89M
|
+$21K
|
+124
|
+0.7%
|
|
|
1940
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$2.89M
|
-$40.8K
|
-241
|
-1%
|
|
|
1941
|
Concentrum Wealth Management
San Jose,
California
|
$2.89M
|
+$135K
|
+796
|
+5%
|
|
|
1942
|
Vident Advisory
Alpharetta,
Georgia
|
$2.89M
|
-$373K
|
-2,205
|
-11%
|
|
|
1943
|
Transatlantique Private Wealth
New York
|
$2.88M
|
-$5.97M
|
-35,274
|
-67%
|
|
|
1944
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$2.88M
|
+$677
|
+4
|
+0%
|
|
|
1945
|
Port Capital
Chicago,
Illinois
|
$2.88M
|
+$6.26K
|
+37
|
+0.2%
|
|
|
1946
|
LB Partners
Charlottesville,
Virginia
|
$2.88M
|
–
|
–
|
–
|
|
|
1947
|
Arax Advisory Partners
Denver,
Colorado
|
$2.87M
|
+$21.3K
|
+126
|
+0.7%
|
|
|
1948
|
State of Wyoming
Cheyenne,
Wyoming
|
$2.87M
|
-$898K
|
-5,305
|
-24%
|
|
|
1949
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$2.87M
|
+$42K
|
+248
|
+1%
|
|
|
1950
|
Chickasaw Capital Management
Memphis,
Tennessee
|
$2.87M
|
–
|
–
|
–
|
|
