|
1901
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$57K
|
–
|
–
|
–
|
|
|
1902
|
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
$56K
|
-$38.6M
|
-1,085,750
|
-100%
|
|
|
1903
|
New Capital Management
Houston,
Texas
|
$55K
|
+$249
|
+7
|
+0.5%
|
|
|
1904
|
MU Investments Company
Tokyo,
Japan
|
$53K
|
-$21.3K
|
-600
|
-30%
|
|
|
1905
|
Capital International Inc
Los Angeles,
California
|
$53K
|
+$49.8K
|
+1,400
|
New
|
|
|
1906
|
SRH Advisors
Salina,
Kansas
|
$50K
|
–
|
–
|
–
|
|
|
1907
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$50K
|
+$284
|
+8
|
+0.6%
|
|
|
1908
|
TD Capital Management
Memphis,
Tennessee
|
$47K
|
+$2.74K
|
+77
|
+7%
|
|
|
1909
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$41K
|
–
|
–
|
–
|
|
|
1910
|
Magellan Asset Management
Sydney,
Australia
|
$40K
|
–
|
–
|
–
|
|
|
1911
|
FNY Managed Accounts
New York
|
$38K
|
-$120K
|
-3,383
|
-77%
|
|
|
1912
|
AlphaOne Investment Services
West Chester,
Pennsylvania
|
$37K
|
+$34.3K
|
+964
|
New
|
|
|
1913
|
Park Circle Company
Baltimore,
Maryland
|
$34K
|
–
|
–
|
–
|
|
|
1914
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$33K
|
-$2.77K
|
-78
|
-8%
|
|
|
1915
|
Fusion Family Wealth
Woodbury,
New York
|
$30K
|
-$41.9K
|
-1,180
|
-60%
|
|
|
1916
|
Delphi Private Advisors
San Diego,
California
|
$29K
|
–
|
–
|
–
|
|
|
1917
|
Country Trust Bank
Bloomington,
Illinois
|
$27K
|
+$4.41K
|
+124
|
+21%
|
|
|
1918
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$26K
|
–
|
–
|
–
|
|
|
1919
|
Raffa Wealth Management
Washington,
District of Columbia
|
$25.5K
|
–
|
–
|
–
|
|
|
1920
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$25K
|
–
|
–
|
–
|
|
|
1921
|
Tortoise Investment Management
White Plains,
New York
|
$25K
|
–
|
–
|
–
|
|
|
1922
|
Winch Advisory Services
Appleton,
Wisconsin
|
$23K
|
+$107
|
+3
|
+0.5%
|
|
|
1923
|
Tributary Capital Management
Omaha,
Nebraska
|
$23K
|
+$21.3K
|
+600
|
New
|
|
|
1924
|
Private Ocean
San Rafael,
California
|
$22K
|
+$178
|
+5
|
+0.9%
|
|
|
1925
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$19K
|
-$2.03K
|
-57
|
-10%
|
|
