|
1951
|
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
|
$1.63K
|
–
|
–
|
–
|
|
|
1952
|
Tradewinds Capital Management
Bellingham,
Washington
|
$1.63K
|
–
|
–
|
–
|
|
|
1953
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$1.63K
|
+$754
|
+3
|
+100%
|
|
|
1954
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$1.63K
|
–
|
–
|
–
|
|
|
1955
|
Sunrise Financial Services
Burien,
Washington
|
$1.63K
|
+$1.51K
|
+6
|
New
|
|
|
1956
|
Manning & Napier Advisors
Fairport,
New York
|
$1.37K
|
-$9.3K
|
-37
|
-88%
|
|
|
1957
|
Davis Capital Management
Jacksonville,
Florida
|
$1.36K
|
-$251
|
-1
|
-17%
|
|
|
1958
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$1.36K
|
–
|
–
|
–
|
|
|
1959
|
NVWM LLC
Yardley,
Pennsylvania
|
$1.36K
|
+$502
|
+2
|
+67%
|
|
|
1960
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$1.36K
|
+$1.26K
|
+5
|
New
|
|
|
1961
|
Benson Wealth Management
Ooltewah, Tn,
Tennessee
|
$1.36K
|
+$1.26K
|
+5
|
New
|
|
|
1962
|
Seneschal Advisors
Tacoma,
Washington
|
$1.08K
|
–
|
–
|
–
|
|
|
1963
|
Lodestone Wealth Management
Spokane,
Washington
|
$814
|
+$754
|
+3
|
New
|
|
|
1964
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$814
|
+$754
|
+3
|
New
|
|
|
1965
|
Breakwater Investment Management
Seattle,
Washington
|
$543
|
-$1K
|
-4
|
-67%
|
|
|
1966
|
DecisionPoint Financial
Mesa,
Arizona
|
$543
|
–
|
–
|
–
|
|
|
1967
|
Kimelman & Baird
New York
|
$543
|
–
|
–
|
–
|
|
|
1968
|
Ross\Johnson & Associates
Plymouth,
Minnesota
|
$542
|
–
|
–
|
–
|
|
|
1969
|
Triumph Capital Management
Denver,
Colorado
|
$542
|
+$502
|
+2
|
New
|
|
|
1970
|
Whipplewood Advisors
Littleton,
Colorado
|
$542
|
+$502
|
+2
|
New
|
|
|
1971
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$271
|
+$251
|
+1
|
New
|
|
|
1972
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$133
|
-$4.77K
|
-19
|
Closed
|
|
|
1973
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$86
|
-$4.77K
|
-19
|
Closed
|
|
|
1974
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$66
|
–
|
–
|
–
|
|
|
1975
|
Generation Investment Management
London,
United Kingdom
|
–
|
-$323M
|
-1,316,607
|
Closed
|
|
