|
1901
|
Peak Planning Group
Centennial,
Colorado
|
$6.3M
|
+$2.6M
|
+8,396
|
+75%
|
|
|
1902
|
Summit Global Investments
Bountiful,
Utah
|
$6.3M
|
+$1.49M
|
+4,798
|
+32%
|
|
|
1903
|
Edgewood Management
Greenwich,
Connecticut
|
$6.29M
|
–
|
–
|
–
|
|
|
1904
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$6.28M
|
-$1.35M
|
-4,360
|
-18%
|
|
|
1905
|
|
$6.28M
|
-$278K
|
-897
|
-4%
|
|
|
1906
|
Nvest Financial
Portsmouth,
New Hampshire
|
$6.26M
|
+$1.49M
|
+4,823
|
+33%
|
|
|
1907
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$6.24M
|
+$512K
|
+1,655
|
+9%
|
|
|
1908
|
Huber Capital Management
El Segundo,
California
|
$6.23M
|
–
|
–
|
–
|
|
|
1909
|
L.J. Altfest & Co
New York
|
$6.23M
|
+$3.41K
|
+11
|
+0.1%
|
|
|
1910
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$6.22M
|
+$1.06M
|
+3,439
|
+22%
|
|
|
1911
|
White Pine Capital
Bloomington,
Minnesota
|
$6.21M
|
-$13.9K
|
-45
|
-0.2%
|
|
|
1912
|
Hunter Perkins Capital Management
Lombard,
Illinois
|
$6.21M
|
-$787K
|
-2,542
|
-12%
|
|
|
1913
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$6.21M
|
-$38.7K
|
-125
|
-0.6%
|
|
|
1914
|
Channel Wealth
Santa Barbara,
California
|
$6.2M
|
+$2.44M
|
+7,884
|
+69%
|
|
|
1915
|
Harold Davidson & Associates
Los Angeles,
California
|
$6.2M
|
-$232K
|
-750
|
-4%
|
|
|
1916
|
Winthrop Partners - WNY
Buffalo,
New York
|
$6.18M
|
+$5.94M
|
+19,173
|
New
|
|
|
1917
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$6.18M
|
-$146K
|
-472
|
-2%
|
|
|
1918
|
HeadInvest LLC
Portland,
Maine
|
$6.17M
|
+$95.4K
|
+308
|
+2%
|
|
|
1919
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$6.17M
|
-$1.91M
|
-6,182
|
-24%
|
|
|
1920
|
Sherman Porfolios
Coeur D'alene,
Idaho
|
$6.17M
|
+$5.93M
|
+19,145
|
New
|
|
|
1921
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$6.15M
|
+$212K
|
+684
|
+4%
|
|
|
1922
|
Brady Family Wealth
Saint Louis,
Missouri
|
$6.14M
|
-$10.5K
|
-34
|
-0.2%
|
|
|
1923
|
Chesapeake Asset Management
New York
|
$6.13M
|
+$14.6K
|
+47
|
+0.2%
|
|
|
1924
|
Diversified Management
Milwaukee,
Wisconsin
|
$6.13M
|
+$5.89M
|
+19,013
|
New
|
|
|
1925
|
Sycomore Asset Management
Paris,
France
|
$6.12M
|
–
|
–
|
–
|
|
