|
1901
|
Country Club Bank
Kansas City,
Missouri
|
$1.35M
|
+$1.22M
|
+48,670
|
New
|
|
|
1902
|
Sutton Wealth Advisors
Tampa,
Florida
|
$1.35M
|
+$69.2K
|
+2,760
|
+6%
|
|
|
1903
|
|
$1.34M
|
-$7.4M
|
-295,210
|
-86%
|
|
|
1904
|
Seaport Global Advisors
Boston,
Massachusetts
|
$1.34M
|
-$340K
|
-13,570
|
-22%
|
|
|
1905
|
Excalibur Management
Waltham,
Massachusetts
|
$1.33M
|
+$528K
|
+21,070
|
+76%
|
|
|
1906
|
Buckley Wealth Management
Las Vegas,
Nevada
|
$1.33M
|
-$212K
|
-8,460
|
-15%
|
|
|
1907
|
Jupiter Wealth Management
Glendale,
Colorado
|
$1.33M
|
+$899K
|
+35,850
|
+276%
|
|
|
1908
|
Golden Green
Seneca,
South Carolina
|
$1.33M
|
-$620K
|
-24,730
|
-34%
|
|
|
1909
|
MJP Associates
Farmington,
Connecticut
|
$1.32M
|
+$143K
|
+5,710
|
+13%
|
|
|
1910
|
Manhattan West Asset Management
Los Angeles,
California
|
$1.32M
|
+$997K
|
+39,770
|
+455%
|
|
|
1911
|
Private Portfolio Partners
Paramus,
New Jersey
|
$1.32M
|
+$71.5K
|
+2,850
|
+6%
|
|
|
1912
|
Teza Capital Management
Chicago,
Illinois
|
$1.32M
|
-$1.89M
|
-75,520
|
-61%
|
|
|
1913
|
John G. Ullman & Associates
Corning,
New York
|
$1.32M
|
+$11K
|
+440
|
+0.9%
|
|
|
1914
|
Rockland Trust
Hanover,
Massachusetts
|
$1.31M
|
-$39.9K
|
-1,590
|
-3%
|
|
|
1915
|
Sustainable Insight Capital Management
New York
|
$1.31M
|
+$230K
|
+9,180
|
+24%
|
|
|
1916
|
Vicus Capital
State College,
Pennsylvania
|
$1.31M
|
-$2.51K
|
-100
|
-0.2%
|
|
|
1917
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$1.3M
|
+$290K
|
+11,550
|
+20%
|
|
|
1918
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$1.3M
|
+$472K
|
+18,800
|
+65%
|
|
|
1919
|
Woodward Diversified Capital
Bakersfield,
California
|
$1.3M
|
+$41.1K
|
+1,640
|
+4%
|
|
|
1920
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$1.3M
|
+$289K
|
+11,540
|
+21%
|
|
|
1921
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.3M
|
-$1.13M
|
-45,100
|
-49%
|
|
|
1922
|
Retirement Group
San Diego,
California
|
$1.3M
|
+$10.8K
|
+430
|
+0.9%
|
|
|
1923
|
Oxbow Advisors
Austin,
Texas
|
$1.3M
|
+$76.5K
|
+3,050
|
+7%
|
|
|
1924
|
XML Financial
Bethesda,
Maryland
|
$1.3M
|
+$170K
|
+6,780
|
+17%
|
|
|
1925
|
Tributary Capital Management
Omaha,
Nebraska
|
$1.3M
|
-$389K
|
-15,500
|
-25%
|
|
