|
1901
|
Simon Quick Advisors
Morristown,
New Jersey
|
$22.6M
|
+$1.72M
|
+3,373
|
+8%
|
|
|
1902
|
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
|
$22.5M
|
+$2.3M
|
+4,512
|
+12%
|
|
|
1903
|
|
$22.5M
|
+$22.2M
|
+43,483
|
+1,449,433%
|
|
|
1904
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$22.5M
|
+$339K
|
+665
|
+2%
|
|
|
1905
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$22.5M
|
+$21.7M
|
+42,470
|
+4,804%
|
|
|
1906
|
LSV Asset Management
Chicago,
Illinois
|
$22.4M
|
+$21.8M
|
+42,723
|
+7,575%
|
|
|
1907
|
Next Century Growth Investors
Plymouth,
Minnesota
|
$22.4M
|
+$2.06M
|
+4,038
|
+10%
|
|
|
1908
|
M. Kulyk & Associates
Decatur,
Georgia
|
$22.4M
|
-$106K
|
-207
|
-0.5%
|
|
|
1909
|
Lake Street Private Wealth
Chicago,
Illinois
|
$22.3M
|
+$390K
|
+765
|
+2%
|
|
|
1910
|
Strategic Global Advisors
Newport Beach,
California
|
$22.3M
|
-$357K
|
-700
|
-2%
|
|
|
1911
|
Keebeck Wealth Management
Chicago,
Illinois
|
$22.3M
|
-$76.5K
|
-150
|
-0.3%
|
|
|
1912
|
Morse Asset Management
Darien,
Connecticut
|
$22.3M
|
+$3.57K
|
+7
|
+0%
|
|
|
1913
|
Legacy Trust
Grand Rapids,
Michigan
|
$22.2M
|
+$2.8M
|
+5,480
|
+15%
|
|
|
1914
|
Wealth Alliance
Mellville,
New York
|
$22.2M
|
+$324K
|
+636
|
+2%
|
|
|
1915
|
Lincoln Capital
Lincoln,
Nebraska
|
$22.2M
|
-$489K
|
-958
|
-2%
|
|
|
1916
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$22.2M
|
+$753K
|
+1,476
|
+4%
|
|
|
1917
|
First Interstate Bank
Billings,
Montana
|
$22.1M
|
-$123K
|
-241
|
-0.6%
|
|
|
1918
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$22.1M
|
+$222K
|
+436
|
+1%
|
|
|
1919
|
Bourgeon Capital Management
Darien,
Connecticut
|
$22.1M
|
-$714K
|
-1,400
|
-3%
|
|
|
1920
|
Quantum Private Wealth
Tampa,
Florida
|
$22M
|
+$183K
|
+358
|
+0.8%
|
|
|
1921
|
HORAN Wealth
Cincinnati,
Ohio
|
$22M
|
+$2.93M
|
+5,743
|
+16%
|
|
|
1922
|
SS&H Financial Advisors
Troy,
Michigan
|
$22M
|
-$15.3K
|
-30
|
-0.1%
|
|
|
1923
|
Golden State Equity Partners
South Coast Metro,
California
|
$21.9M
|
+$1.17M
|
+2,295
|
+6%
|
|
|
1924
|
|
$21.9M
|
-$4.61M
|
-9,033
|
-18%
|
|
|
1925
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$21.9M
|
-$798K
|
-1,564
|
-4%
|
|
