|
1901
|
|
$1.31M
|
+$49.8K
|
+725
|
+4%
|
|
|
1902
|
Atlas Brown
Louisville,
Kentucky
|
$1.3M
|
+$176K
|
+2,566
|
+16%
|
|
|
1903
|
Regal Wealth Group
Seal Beach,
California
|
$1.29M
|
-$74.6K
|
-1,086
|
-5%
|
|
|
1904
|
Bangor Savings Bank
Bangor,
Maine
|
$1.29M
|
-$58.3K
|
-849
|
-4%
|
|
|
1905
|
Front Street Capital Management
Missoula,
Montana
|
$1.28M
|
-$27K
|
-393
|
-2%
|
|
|
1906
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1.27M
|
+$95.5K
|
+1,391
|
+8%
|
|
|
1907
|
Harvey Investment Company
Louisville,
Kentucky
|
$1.27M
|
–
|
–
|
–
|
|
|
1908
|
Ashford Capital Management
Wilmington,
Delaware
|
$1.27M
|
+$285K
|
+4,157
|
+29%
|
|
|
1909
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
$1.26M
|
-$8.58K
|
-125
|
-0.7%
|
|
|
1910
|
IMS Capital Management
Portland,
Oregon
|
$1.25M
|
+$82.9K
|
+1,207
|
+7%
|
|
|
1911
|
Marshall & Sullivan
Seattle,
Washington
|
$1.25M
|
-$137K
|
-2,000
|
-10%
|
|
|
1912
|
Quantres Asset Management
Cayman,
Cayman Islands
|
$1.25M
|
+$1.24M
|
+18,100
|
New
|
|
|
1913
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.25M
|
+$186K
|
+2,713
|
+18%
|
|
|
1914
|
FAS Wealth Partners
Leawood,
Kansas
|
$1.24M
|
+$72.4K
|
+1,054
|
+6%
|
|
|
1915
|
New England Research & Management
Chicago,
Illinois
|
$1.24M
|
+$161K
|
+2,350
|
+15%
|
|
|
1916
|
Lesa Sroufe & Co
Seattle,
Washington
|
$1.23M
|
-$1.92K
|
-28
|
-0.2%
|
|
|
1917
|
Pinnacle Holdings
Tulsa,
Oklahoma
|
$1.23M
|
+$109K
|
+1,585
|
+10%
|
|
|
1918
|
IMA Advisory Services
Denver,
Colorado
|
$1.23M
|
+$8.65K
|
+126
|
+0.7%
|
|
|
1919
|
Cypress Wealth Advisors
San Francisco,
California
|
$1.22M
|
-$2.56M
|
-37,341
|
-68%
|
|
|
1920
|
Quantum Capital Management (California)
San Francisco,
California
|
$1.22M
|
-$4.26K
|
-62
|
-0.3%
|
|
|
1921
|
Capital Management Associates (New York)
New York
|
$1.22M
|
-$34.3K
|
-500
|
-3%
|
|
|
1922
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.21M
|
+$20.5K
|
+299
|
+2%
|
|
|
1923
|
Palo Capital
Newport Beach,
California
|
$1.21M
|
-$373K
|
-5,438
|
-24%
|
|
|
1924
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$1.21M
|
+$20.6K
|
+300
|
+2%
|
|
|
1925
|
Guardian Life Insurance
New York
|
$1.2M
|
-$850K
|
-12,386
|
-41%
|
|
