|
1951
|
Qsemble Capital Management
New York
|
$8.58M
|
-$7.58M
|
5
|
1.1%
|
Reduced
|
|
|
1952
|
Truvestments Capital
Sarasota,
Florida
|
$8.58M
|
+$221K
|
20
|
1.27%
|
Increased
|
|
|
1953
|
Counterweight Ventures
Wilmington,
North Carolina
|
$8.58M
|
-$232K
|
2
|
4.28%
|
Reduced
|
|
|
1954
|
Polen Capital Management
Boca Raton,
Florida
|
$8.56M
|
-$242K
|
3
|
0.07%
|
Reduced
|
|
|
1955
|
Encore Global Management
Houston,
Texas
|
$8.55M
|
-$2.44M
|
2
|
8.4%
|
Reduced
|
|
|
1956
|
Meridian Investment Counsel
Lafayette,
California
|
$8.55M
|
+$3.89K
|
3
|
1.84%
|
Increased
|
|
|
1957
|
KPP Advisory Services
Louisville,
Kentucky
|
$8.54M
|
-$267K
|
8
|
1.08%
|
Reduced
|
|
|
1958
|
Boothe Investment Group
Dover,
Delaware
|
$8.52M
|
-$2.86M
|
2
|
2.69%
|
Reduced
|
|
|
1959
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$8.52M
|
+$827K
|
4
|
1.55%
|
Increased
|
|
|
1960
|
Vertrix Wealth Management
Troy,
Michigan
|
$8.5M
|
-$2.36M
|
3
|
2.86%
|
Reduced
|
|
|
1961
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$8.5M
|
-$104K
|
26
|
0.81%
|
Reduced
|
|
|
1962
|
TwinBeech Capital
Purchase,
New York
|
$8.48M
|
-$13.5M
|
6
|
1.54%
|
Reduced
|
|
|
1963
|
Virginia Wealth Management Group
Virginia Beach,
Virginia
|
$8.48M
|
-$318K
|
2
|
4.22%
|
Reduced
|
|
|
1964
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$8.48M
|
+$587K
|
4
|
0.58%
|
Increased
|
|
|
1965
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$8.47M
|
+$216K
|
3
|
0.18%
|
Increased
|
|
|
1966
|
Thoma Capital Management
Towson,
Maryland
|
$8.46M
|
-$232K
|
2
|
4.51%
|
Reduced
|
|
|
1967
|
Robeco Schweiz
Zurich,
Switzerland
|
$8.46M
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1968
|
Jackson Creek Investment Advisors
Castle Rock,
Colorado
|
$8.46M
|
+$2.08M
|
8
|
2.8%
|
Increased
|
|
|
1969
|
Navellier & Associates
Reno,
Nevada
|
$8.45M
|
-$233K
|
4
|
0.67%
|
Reduced
|
|
|
1970
|
Quadcap Wealth Management
Frisco,
Texas
|
$8.45M
|
+$242K
|
4
|
0.82%
|
Increased
|
|
|
1971
|
Counterpoint Mutual Funds
San Diego,
California
|
$8.45M
|
-$50.2K
|
2
|
0.84%
|
Reduced
|
|
|
1972
|
|
$8.43M
|
-$103K
|
1
|
1.51%
|
Reduced
|
|
|
1973
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$8.42M
|
-$12.9M
|
2
|
0.66%
|
Reduced
|
|
|
1974
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$8.41M
|
+$210K
|
15
|
0.16%
|
Increased
|
|
|
1975
|
Segment Wealth Management
Houston,
Texas
|
$8.4M
|
+$319K
|
3
|
0.44%
|
Increased
|
|