|
1901
|
Legacy Bridge
West Des Moines,
Iowa
|
$2.48K
|
+$490
|
+5
|
+25%
|
|
|
1902
|
Millstone Evans Group
Boulder,
Colorado
|
$2.08K
|
-$85.5K
|
-873
|
-98%
|
|
|
1903
|
First United Bank & Trust
Oakland,
Maryland
|
$1.98K
|
–
|
–
|
–
|
|
|
1904
|
WPG Advisers
Baltimore,
Maryland
|
$1.89K
|
–
|
–
|
–
|
|
|
1905
|
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
|
$1.8K
|
–
|
–
|
–
|
|
|
1906
|
PMV Capital Advisers
Dallas,
Texas
|
$1.79K
|
+$1.76K
|
+18
|
New
|
|
|
1907
|
Hughes Financial Services
Herndon,
Virginia
|
$1.59K
|
-$3.33K
|
-34
|
-68%
|
|
|
1908
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$1.39K
|
–
|
–
|
–
|
|
|
1909
|
Nova Wealth Management
Bonita Springs,
Florida
|
$1.29K
|
+$1.27K
|
+13
|
New
|
|
|
1910
|
New Republic Capital
Charlotte,
North Carolina
|
$1.19K
|
–
|
–
|
–
|
|
|
1911
|
one8zero8 LLC
Greensboro,
North Carolina
|
$992
|
-$102K
|
-1,042
|
-99%
|
|
|
1912
|
GE Investment Management
Norwalk,
Connecticut
|
$992
|
–
|
–
|
–
|
|
|
1913
|
Angeles Wealth Management
Santa Monica,
California
|
$893
|
–
|
–
|
–
|
|
|
1914
|
Premier Financial Group
Eureka,
California
|
$693
|
+$686
|
+7
|
New
|
|
|
1915
|
Parkworth Wealth Management
Los Gatos,
California
|
$226
|
–
|
–
|
–
|
|
|
1916
|
Kilter Group
Rhinebeck,
New York
|
$199
|
+$196
|
+2
|
New
|
|
|
1917
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
$99
|
–
|
–
|
–
|
|
|
1918
|
Affinity Wealth
Canton,
Ohio
|
$99
|
+$98
|
+1
|
New
|
|
|
1919
|
Hoey Investments
Coatesville,
Pennsylvania
|
$78
|
–
|
–
|
–
|
|
|
1920
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
–
|
-$30.3M
|
-306,737
|
Closed
|
|
|
1921
|
Fedenia Advisers
Madison,
Wisconsin
|
–
|
-$23.5M
|
-238,018
|
Closed
|
|
|
1922
|
Readystate Asset Management
Chicago,
Illinois
|
–
|
-$14.1M
|
-142,300
|
Closed
|
|
|
1923
|
SG Americas Securities
New York
|
–
|
-$12.9M
|
-130,075
|
Closed
|
|
|
1924
|
Kropog Financial Group
Mandeville,
Louisiana
|
–
|
-$11.8M
|
-119,771
|
Closed
|
|
|
1925
|
PFG Advisors
Phoenix,
Arizona
|
–
|
-$11.5M
|
-116,159
|
Closed
|
|
