|
1926
|
Tortoise Investment Management
White Plains,
New York
|
$139K
|
+$34K
|
+680
|
+35%
|
|
|
1927
|
Integrated Wealth Counsel
Carmel,
California
|
$136K
|
-$56.7K
|
-1,134
|
-31%
|
|
|
1928
|
MU Investments Company
Tokyo,
Japan
|
$136K
|
-$45.5K
|
-910
|
-27%
|
|
|
1929
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$134K
|
+$126K
|
+2,515
|
New
|
|
|
1930
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$129K
|
–
|
–
|
–
|
|
|
1931
|
Solaris Asset Management
New York
|
$128K
|
–
|
–
|
–
|
|
|
1932
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$123K
|
+$5.46M
|
+109,187
|
New
|
|
|
1933
|
Ruggie Capital Group
Tavares,
Florida
|
$118K
|
-$21.9K
|
-439
|
-17%
|
|
|
1934
|
Westside Investment Management
Santa Monica,
California
|
$113K
|
+$108K
|
+2,162
|
New
|
|
|
1935
|
Trust Company
Manhattan,
Kansas
|
$113K
|
-$13.4K
|
-268
|
-11%
|
|
|
1936
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$110K
|
-$50
|
-1
|
-0%
|
|
|
1937
|
EARNEST Partners
Atlanta,
Georgia
|
$109K
|
+$102K
|
+2,047
|
New
|
|
|
1938
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$105K
|
-$15K
|
-300
|
-13%
|
|
|
1939
|
Stanford Investment Group
Mountain View,
California
|
$104K
|
+$50
|
+1
|
+0.1%
|
|
|
1940
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$100K
|
-$551K
|
-11,028
|
-86%
|
|
|
1941
|
Empirical Finance
Havertown,
Pennsylvania
|
$98K
|
+$91.2K
|
+1,824
|
New
|
|
|
1942
|
Trent Capital Management
Greensboro,
North Carolina
|
$94K
|
+$88.4K
|
+1,768
|
New
|
|
|
1943
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$92K
|
+$24.3K
|
+486
|
+39%
|
|
|
1944
|
Harvest Fund Management
Beijing,
China
|
$92K
|
+$86.2K
|
+1,725
|
New
|
|
|
1945
|
Highlander Capital Management
Short Hills,
New Jersey
|
$88K
|
–
|
–
|
–
|
|
|
1946
|
|
$84K
|
–
|
–
|
–
|
|
|
1947
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$83.9K
|
–
|
–
|
–
|
|
|
1948
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$79K
|
-$2.5K
|
-50
|
-3%
|
|
|
1949
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$79K
|
+$1.65K
|
+33
|
+2%
|
|
|
1950
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$76K
|
+$400
|
+8
|
+0.6%
|
|
