|
1926
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$3.78K
|
-$65.7K
|
-300
|
-94%
|
|
|
1927
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$3K
|
–
|
–
|
–
|
|
|
1928
|
Longfellow Investment Management
Boston,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
1929
|
Winch Advisory Services
Appleton,
Wisconsin
|
$2K
|
-$219
|
-1
|
-8%
|
|
|
1930
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$2K
|
+$1.75K
|
+8
|
New
|
|
|
1931
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
1932
|
Focused Wealth Management
Newburgh,
New York
|
$1K
|
–
|
–
|
–
|
|
|
1933
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
1934
|
Wolff Wiese Magana
Carslbad,
California
|
$1K
|
+$877
|
+4
|
New
|
|
|
1935
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$841
|
+$877
|
+4
|
New
|
|
|
1936
|
WestEnd Advisors
Charlotte,
North Carolina
|
$840
|
+$877
|
+4
|
New
|
|
|
1937
|
PEAK6 Investments
Chicago,
Illinois
|
$511
|
-$1.15M
|
-5,243
|
-100%
|
|
|
1938
|
Old North State Trust
Greensboro,
North Carolina
|
$483
|
–
|
–
|
–
|
|
|
1939
|
Westside Investment Management
Santa Monica,
California
|
$34
|
+$5.92K
|
+27
|
+20%
|
|
|
1940
|
BlueSpruce Investments
Chicago,
Illinois
|
–
|
-$162M
|
-713,889
|
Closed
|
|
|
1941
|
|
–
|
-$16.2M
|
-71,050
|
Closed
|
|
|
1942
|
Mackay Shields LLC
New York
|
–
|
-$13.7M
|
-60,362
|
Closed
|
|
|
1943
|
Balyasny Asset Management
Chicago,
Illinois
|
–
|
-$10.9M
|
-49,966
|
Closed
|
|
|
1944
|
Sandler Capital Management
New York
|
–
|
-$9.1M
|
-40,000
|
Closed
|
|
|
1945
|
Nvest Financial
Portsmouth,
New Hampshire
|
–
|
-$2.73M
|
-12,011
|
Closed
|
|
|
1946
|
Connable Office Inc
Kalamazoo,
Michigan
|
–
|
-$2.55M
|
-11,211
|
Closed
|
|
|
1947
|
Darwin Wealth Management
Tampa,
Florida
|
–
|
-$2.21M
|
-9,733
|
Closed
|
|
|
1948
|
O'Shares Investment Advisers
Boston,
Massachusetts
|
–
|
-$2.12M
|
-9,304
|
Closed
|
|
|
1949
|
Tudor Investment Corp
Stamford,
Connecticut
|
–
|
-$2.11M
|
-9,281
|
Closed
|
|
|
1950
|
Seven Eight Capital
New York
|
–
|
-$2.01M
|
-8,823
|
Closed
|
|
