|
1901
|
Advance Capital Management
Southfield,
Michigan
|
$288K
|
+$52
|
+1
|
+0%
|
|
|
1902
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$288K
|
+$1.29K
|
+25
|
+0.5%
|
|
|
1903
|
Evelyn Partners Asset Management
London,
|
$285K
|
–
|
–
|
–
|
|
|
1904
|
Stockman Wealth Management
Billings,
Montana
|
$285K
|
-$21.7K
|
-421
|
-7%
|
|
|
1905
|
Stanich Group
Montauk,
New York
|
$285K
|
-$11.8K
|
-230
|
-4%
|
|
|
1906
|
WPG Advisers
Baltimore,
Maryland
|
$284K
|
-$2.22K
|
-43
|
-0.8%
|
|
|
1907
|
Biltmore Family Office
Charlotte,
North Carolina
|
$284K
|
–
|
–
|
–
|
|
|
1908
|
Oakworth Capital
Birmingham,
Alabama
|
$284K
|
+$50.9K
|
+988
|
+23%
|
|
|
1909
|
Resources Management Corp
West Hartford,
Connecticut
|
$283K
|
-$258
|
-5
|
-0.1%
|
|
|
1910
|
Nomura Asset Management
Tokyo,
Japan
|
$282K
|
+$268K
|
+5,200
|
New
|
|
|
1911
|
Cooper Financial Group
Irvine,
California
|
$280K
|
-$515
|
-10
|
-0.2%
|
|
|
1912
|
Orca Wealth Management
New Port Richey,
Florida
|
$280K
|
–
|
–
|
–
|
|
|
1913
|
Perennial Investment Advisors
Los Angeles,
California
|
$280K
|
-$129K
|
-2,501
|
-33%
|
|
|
1914
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$280K
|
–
|
–
|
–
|
|
|
1915
|
Freedom Investment Management
Hartford,
Connecticut
|
$280K
|
-$1.22M
|
-23,661
|
-82%
|
|
|
1916
|
Redmond Asset Management
Henrico,
Virginia
|
$280K
|
+$464
|
+9
|
+0.2%
|
|
|
1917
|
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
$279K
|
–
|
–
|
–
|
|
|
1918
|
Farnam Financial
Phoenix,
Arizona
|
$278K
|
-$361
|
-7
|
-0.1%
|
|
|
1919
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$278K
|
–
|
–
|
–
|
|
|
1920
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$277K
|
-$7.37K
|
-143
|
-3%
|
|
|
1921
|
Seneschal Advisors
Tacoma,
Washington
|
$275K
|
-$2.32K
|
-45
|
-0.9%
|
|
|
1922
|
Dudley Capital Management
Middleburg,
Virginia
|
$275K
|
+$42.1K
|
+817
|
+19%
|
|
|
1923
|
Team Hewins
Redwood City,
California
|
$275K
|
–
|
–
|
–
|
|
|
1924
|
Private Capital Management (Florida)
Naples,
Florida
|
$274K
|
+$19.8K
|
+385
|
+8%
|
|
|
1925
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$273K
|
+$15.1K
|
+293
|
+6%
|
|
