|
1901
|
Northwest Wealth Management
Spencer,
Iowa
|
$235K
|
-$8.77K
|
-228
|
-4%
|
|
|
1902
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$235K
|
+$26.7K
|
+693
|
+13%
|
|
|
1903
|
Willow Creek Wealth Management
Sebastopol,
California
|
$233K
|
-$7.04K
|
-183
|
-3%
|
|
|
1904
|
Schwartz Investment Counsel
Plymouth,
Michigan
|
$233K
|
–
|
–
|
–
|
|
|
1905
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$233K
|
+$12.8K
|
+333
|
+6%
|
|
|
1906
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$233K
|
+$237K
|
+6,150
|
New
|
|
|
1907
|
Solstein Capital
Menlo Park,
California
|
$231K
|
-$180K
|
-4,692
|
-44%
|
|
|
1908
|
Camelot Portfolios
Maumee,
Ohio
|
$231K
|
-$38K
|
-987
|
-14%
|
|
|
1909
|
McGowan Group Asset Management
Dallas,
Texas
|
$231K
|
–
|
–
|
–
|
|
|
1910
|
HawsGoodwin Investment Management
Franklin,
Tennessee
|
$230K
|
+$9.81K
|
+255
|
+4%
|
|
|
1911
|
Corundum Group
Colorado Springs,
Colorado
|
$229K
|
-$19.8K
|
-516
|
-8%
|
|
|
1912
|
Relative Value Partners Group
|
$228K
|
–
|
–
|
–
|
|
|
1913
|
Clear Creek Financial Management
Silverdale,
Washington
|
$228K
|
+$923
|
+24
|
+0.5%
|
|
|
1914
|
Pure Financial Advisors
San Diego,
California
|
$227K
|
-$50.7K
|
-1,317
|
-18%
|
|
|
1915
|
Concentric Wealth Management
Lafayette,
California
|
$227K
|
-$4.04K
|
-105
|
-2%
|
|
|
1916
|
London & Capital Asset Management
London,
United Kingdom
|
$227K
|
–
|
–
|
–
|
|
|
1917
|
Nichols & Pratt Advisers
Boston,
Massachusetts
|
$227K
|
–
|
–
|
–
|
|
|
1918
|
S&CO Inc
Boston,
Massachusetts
|
$227K
|
–
|
–
|
–
|
|
|
1919
|
Van Strum & Towne
San Francisco,
California
|
$227K
|
–
|
–
|
–
|
|
|
1920
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$227K
|
+$231K
|
+6,000
|
New
|
|
|
1921
|
Oppenheimer & Close
New York
|
$227K
|
+$231K
|
+6,000
|
New
|
|
|
1922
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$226K
|
+$31.7K
|
+825
|
+16%
|
|
|
1923
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$225K
|
-$114K
|
-2,964
|
-33%
|
|
|
1924
|
Sage Rhino Capital
Menlo Park,
California
|
$225K
|
+$9.69K
|
+252
|
+4%
|
|
|
1925
|
SkyOak Wealth
Southfield,
Michigan
|
$225K
|
+$30.7K
|
+798
|
+16%
|
|
