|
1901
|
SRH Advisors
Salina,
Kansas
|
$294K
|
–
|
–
|
–
|
|
|
1902
|
D. Scott Neal
Lexington,
Kentucky
|
$293K
|
-$35.3K
|
-400
|
-11%
|
|
|
1903
|
|
$291K
|
–
|
–
|
–
|
|
|
1904
|
IRON Financial
Northbrook,
Illinois
|
$291K
|
+$2.2K
|
+25
|
+0.8%
|
|
|
1905
|
Peregrine Asset Advisers
Portland,
Oregon
|
$284K
|
+$5.29K
|
+60
|
+2%
|
|
|
1906
|
Somerset Group
Wayzata,
Minnesota
|
$283K
|
–
|
–
|
–
|
|
|
1907
|
Waddell & Reed Financial
Overland Park,
Kansas
|
$280K
|
-$255K
|
-2,889
|
-47%
|
|
|
1908
|
Bristol Advisors
Conshohocken,
Pennsylvania
|
$279K
|
+$282K
|
+3,200
|
New
|
|
|
1909
|
Harvey Capital Management
Palm Beach,
Florida
|
$278K
|
–
|
–
|
–
|
|
|
1910
|
Rice Hall James & Associates
San Diego,
California
|
$278K
|
–
|
–
|
–
|
|
|
1911
|
Cahill Financial Advisors
Edina,
Minnesota
|
$277K
|
+$8.81K
|
+100
|
+3%
|
|
|
1912
|
Penserra Capital Management
Orinda,
California
|
$274K
|
+$39.7K
|
+450
|
+17%
|
|
|
1913
|
GW&K Investment Management
Boston,
Massachusetts
|
$273K
|
–
|
–
|
–
|
|
|
1914
|
Colorado Capital Management
Boulder,
Colorado
|
$273K
|
+$61.4K
|
+697
|
+29%
|
|
|
1915
|
Lyell Wealth Management
Menlo Park,
California
|
$268K
|
-$8.81K
|
-100
|
-3%
|
|
|
1916
|
Brouwer & Janachowski
Mill Valley,
California
|
$268K
|
–
|
–
|
–
|
|
|
1917
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$267K
|
-$3.89M
|
-44,105
|
-74%
|
|
|
1918
|
SFMG Wealth Advisors
Plano,
Texas
|
$267K
|
-$45.9K
|
-521
|
-15%
|
|
|
1919
|
Hendley & Co
Zanesville,
Ohio
|
$267K
|
–
|
–
|
–
|
|
|
1920
|
Oak Ridge Investments
Chicago,
Illinois
|
$267K
|
+$270K
|
+3,062
|
New
|
|
|
1921
|
Chilton Investment Company
Stamford,
Connecticut
|
$266K
|
-$86.2K
|
-978
|
-24%
|
|
|
1922
|
Clarius Group LLC
Seattle,
Washington
|
$266K
|
-$8.81K
|
-100
|
-3%
|
|
|
1923
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$266K
|
–
|
–
|
–
|
|
|
1924
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$266K
|
–
|
–
|
–
|
|
|
1925
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$266K
|
+$270K
|
+3,064
|
New
|
|
