|
1901
|
|
$340K
|
-$10.2K
|
-22
|
-3%
|
|
|
1902
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$339K
|
-$1.23M
|
-2,667
|
-79%
|
|
|
1903
|
Portfolio Strategies
Monsey,
New York
|
$339K
|
-$924
|
-2
|
-0.3%
|
|
|
1904
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$339K
|
–
|
–
|
–
|
|
|
1905
|
Fidelity International
Hamilton,
Bermuda
|
$338K
|
-$12.9K
|
-28
|
-4%
|
|
|
1906
|
Legacy Bridge
West Des Moines,
Iowa
|
$338K
|
–
|
–
|
–
|
|
|
1907
|
Elite Wealth Management
Kirkland,
Washington
|
$337K
|
+$462
|
+1
|
+0.1%
|
|
|
1908
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
$337K
|
+$3.7K
|
+8
|
+1%
|
|
|
1909
|
Catalyst Private Wealth
San Mateo,
California
|
$337K
|
+$333K
|
+721
|
New
|
|
|
1910
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$336K
|
+$15.7K
|
+34
|
+5%
|
|
|
1911
|
Cromwell Holdings
Jackson,
Wyoming
|
$335K
|
+$331K
|
+717
|
New
|
|
|
1912
|
Old North State Trust
Greensboro,
North Carolina
|
$334K
|
–
|
–
|
–
|
|
|
1913
|
Philip James Wealth Mangement
Milton,
Georgia
|
$333K
|
+$25.4K
|
+55
|
+8%
|
|
|
1914
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$332K
|
–
|
–
|
–
|
|
|
1915
|
Wealth Effects
Boston,
Massachusetts
|
$332K
|
–
|
–
|
–
|
|
|
1916
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$332K
|
-$23.1K
|
-50
|
-7%
|
|
|
1917
|
Northside Capital Management
Hood River,
Oregon
|
$332K
|
–
|
–
|
–
|
|
|
1918
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$330K
|
–
|
–
|
–
|
|
|
1919
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$330K
|
-$4.62K
|
-10
|
-1%
|
|
|
1920
|
J. Stern & Co
London,
United Kingdom
|
$329K
|
–
|
–
|
–
|
|
|
1921
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$329K
|
+$91.5K
|
+198
|
+39%
|
|
|
1922
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$329K
|
-$10.2K
|
-22
|
-3%
|
|
|
1923
|
Lockerman Financial Group
Newport Beach,
California
|
$329K
|
-$462
|
-1
|
-0.1%
|
|
|
1924
|
Titleist Asset Management
San Antonio,
Texas
|
$328K
|
+$7.39K
|
+16
|
+2%
|
|
|
1925
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
$328K
|
–
|
–
|
–
|
|
