|
1901
|
Tortoise Investment Management
White Plains,
New York
|
$501K
|
+$675
|
+2
|
+0.1%
|
|
|
1902
|
Norman Fields Gottscho Capital Management
New York
|
$501K
|
–
|
–
|
–
|
|
|
1903
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$499K
|
+$2.7K
|
+8
|
+0.6%
|
|
|
1904
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$499K
|
-$144K
|
-426
|
-23%
|
|
|
1905
|
McRae Capital Management
Morristown,
New Jersey
|
$497K
|
-$64.1K
|
-190
|
-12%
|
|
|
1906
|
Lathrop Investment Management
Little Rock,
Arkansas
|
$493K
|
–
|
–
|
–
|
|
|
1907
|
Burns Matteson Capital Management
Corning,
New York
|
$492K
|
+$24.3K
|
+72
|
+5%
|
|
|
1908
|
Reliant Investment Management
Memphis,
Tennessee
|
$492K
|
-$23.6K
|
-70
|
-5%
|
|
|
1909
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$491K
|
+$199K
|
+591
|
+71%
|
|
|
1910
|
Legacy Capital Group California
Los Gatos,
California
|
$490K
|
+$481K
|
+1,427
|
New
|
|
|
1911
|
Capital Planning Advisors
Roseville,
California
|
$490K
|
-$3.37K
|
-10
|
-0.7%
|
|
|
1912
|
Delphia (USA)
Toronto,
Ontario, Canada
|
$489K
|
+$23.9K
|
+71
|
+5%
|
|
|
1913
|
Seneca House Advisors
Richmond,
Virginia
|
$487K
|
+$20.2K
|
+60
|
+4%
|
|
|
1914
|
McLean Asset Management
Tysons,
Virginia
|
$485K
|
-$61.7K
|
-183
|
-11%
|
|
|
1915
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$485K
|
+$120K
|
+355
|
+34%
|
|
|
1916
|
Front Row Advisors
Tiburon,
California
|
$484K
|
+$17.9K
|
+53
|
+4%
|
|
|
1917
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$484K
|
–
|
–
|
–
|
|
|
1918
|
Innova Wealth Partners
Newtown,
Pennsylvania
|
$481K
|
–
|
–
|
–
|
|
|
1919
|
Opus Capital Group
Cincinnati,
Ohio
|
$480K
|
-$8.09K
|
-24
|
-2%
|
|
|
1920
|
Whalerock Point Partners
Providence,
Rhode Island
|
$479K
|
–
|
–
|
–
|
|
|
1921
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$478K
|
–
|
–
|
–
|
|
|
1922
|
Knightsbridge Asset Management
Newport Beach,
California
|
$477K
|
+$104K
|
+308
|
+29%
|
|
|
1923
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$476K
|
–
|
–
|
–
|
|
|
1924
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$475K
|
–
|
–
|
–
|
|
|
1925
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$474K
|
-$6.07K
|
-18
|
-1%
|
|
