|
1901
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$2.84M
|
-$168K
|
-1,733
|
-6%
|
|
|
1902
|
Pacific Grove Capital
San Francisco,
California
|
$2.84M
|
-$796K
|
-8,215
|
-22%
|
|
|
1903
|
Clarius Group LLC
Seattle,
Washington
|
$2.84M
|
+$352K
|
+3,632
|
+14%
|
|
|
1904
|
Mount Vernon Associates
Baltimore,
Maryland
|
$2.83M
|
-$96.9K
|
-1,000
|
-3%
|
|
|
1905
|
Whalerock Point Partners
Providence,
Rhode Island
|
$2.81M
|
-$2.07M
|
-21,338
|
-43%
|
|
|
1906
|
Tuttle Capital Management
Riverside,
Connecticut
|
$2.81M
|
+$1.39M
|
+14,352
|
+102%
|
|
|
1907
|
Icon Wealth Partners
Houston,
Texas
|
$2.8M
|
-$199K
|
-2,056
|
-7%
|
|
|
1908
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$2.79M
|
-$20.2K
|
-208
|
-0.7%
|
|
|
1909
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$2.79M
|
+$14.2K
|
+147
|
+0.5%
|
|
|
1910
|
American Research & Management Company
Marion,
Massachusetts
|
$2.78M
|
-$56.2K
|
-580
|
-2%
|
|
|
1911
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$2.77M
|
+$708K
|
+7,302
|
+35%
|
|
|
1912
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$2.75M
|
–
|
–
|
–
|
|
|
1913
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$2.75M
|
+$162K
|
+1,674
|
+6%
|
|
|
1914
|
Cox Capital Management
Andover,
Massachusetts
|
$2.75M
|
+$2.71M
|
+27,920
|
New
|
|
|
1915
|
Ausdal Financial Partners
Davenport,
Iowa
|
$2.75M
|
+$261K
|
+2,693
|
+11%
|
|
|
1916
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.75M
|
+$303K
|
+3,124
|
+13%
|
|
|
1917
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$2.73M
|
+$1.32M
|
+13,579
|
+96%
|
|
|
1918
|
Somerset Group
Wayzata,
Minnesota
|
$2.73M
|
+$59.4K
|
+613
|
+2%
|
|
|
1919
|
SCP Investment
Orinda,
California
|
$2.72M
|
+$2.67M
|
+27,600
|
New
|
|
|
1920
|
Crystal Rock Capital Management
Bannockburn,
Illinois
|
$2.72M
|
–
|
–
|
–
|
|
|
1921
|
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
$2.71M
|
–
|
–
|
–
|
|
|
1922
|
Versant Capital Management
Phoenix,
Arizona
|
$2.71M
|
-$199K
|
-2,049
|
-7%
|
|
|
1923
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$2.71M
|
-$86.1K
|
-888
|
-3%
|
|
|
1924
|
Zevenbergen Capital Investments
Edmonds,
Washington
|
$2.71M
|
+$598K
|
+6,168
|
+29%
|
|
|
1925
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$2.71M
|
+$2.32M
|
+23,976
|
+693%
|
|
