|
1901
|
Verition Fund Management
Greenwich,
Connecticut
|
$532K
|
+$510K
|
+9,000
|
New
|
|
|
1902
|
Whitnell & Co
Oak Brook,
Illinois
|
$529K
|
–
|
–
|
–
|
|
|
1903
|
Parsec Financial Management
Asheville,
North Carolina
|
$525K
|
-$124K
|
-2,197
|
-20%
|
|
|
1904
|
AMI Asset Management
Los Angeles,
California
|
$525K
|
+$18.1K
|
+319
|
+4%
|
|
|
1905
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$524K
|
-$23.5K
|
-415
|
-4%
|
|
|
1906
|
IRON Financial
Northbrook,
Illinois
|
$524K
|
+$72.8K
|
+1,286
|
+17%
|
|
|
1907
|
Pacific Center for Financial Services
San Ramon,
California
|
$523K
|
-$14.6K
|
-257
|
-3%
|
|
|
1908
|
Financial Consulate
Hunt Valley,
Maryland
|
$521K
|
-$11K
|
-195
|
-2%
|
|
|
1909
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
$521K
|
–
|
–
|
–
|
|
|
1910
|
James Hambro & Partners
London,
United Kingdom
|
$520K
|
–
|
–
|
–
|
|
|
1911
|
Riverview Trust Company
Vancouver,
Washington
|
$517K
|
+$40.2K
|
+709
|
+9%
|
|
|
1912
|
Glassman Wealth Services
Vienna,
Virginia
|
$517K
|
+$70.3K
|
+1,241
|
+17%
|
|
|
1913
|
WorldQuant Millennium Advisors
New York
|
$517K
|
+$165K
|
+2,918
|
+50%
|
|
|
1914
|
Black Swift Group
Boulder,
Colorado
|
$517K
|
+$496K
|
+8,750
|
New
|
|
|
1915
|
Scholtz & Company
Stamford,
Connecticut
|
$516K
|
+$494K
|
+8,730
|
New
|
|
|
1916
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$514K
|
-$1.76M
|
-31,096
|
-78%
|
|
|
1917
|
MCF Advisors
Covington,
Kentucky
|
$513K
|
-$94.9K
|
-1,676
|
-16%
|
|
|
1918
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$513K
|
+$122K
|
+2,151
|
+33%
|
|
|
1919
|
McRae Capital Management
Morristown,
New Jersey
|
$509K
|
+$30.3K
|
+535
|
+7%
|
|
|
1920
|
Gyroscope Capital Management Group
Naples,
Florida
|
$507K
|
-$141K
|
-2,498
|
-22%
|
|
|
1921
|
One Capital Management
Westlake Village,
California
|
$506K
|
-$148K
|
-2,611
|
-23%
|
|
|
1922
|
Winton Group
London,
United Kingdom
|
$499K
|
-$50.7K
|
-896
|
-10%
|
|
|
1923
|
Confluence Wealth Management
Portland,
Oregon
|
$496K
|
+$19.3K
|
+341
|
+4%
|
|
|
1924
|
Empirical Wealth Management
Seattle,
Washington
|
$496K
|
+$126K
|
+2,224
|
+36%
|
|
|
1925
|
|
$495K
|
–
|
–
|
–
|
|
