|
1926
|
First United Bank & Trust
Oakland,
Maryland
|
$1.98K
|
–
|
–
|
–
|
|
|
1927
|
WPG Advisers
Baltimore,
Maryland
|
$1.88K
|
-$98
|
-1
|
-5%
|
|
|
1928
|
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
|
$1.78K
|
–
|
–
|
–
|
|
|
1929
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$1.69K
|
–
|
–
|
–
|
|
|
1930
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$1.39K
|
–
|
–
|
–
|
|
|
1931
|
New Republic Capital
Charlotte,
North Carolina
|
$1.19K
|
–
|
–
|
–
|
|
|
1932
|
GE Investment Management
Norwalk,
Connecticut
|
$989
|
–
|
–
|
–
|
|
|
1933
|
Angeles Wealth Management
Santa Monica,
California
|
$890
|
+$880
|
+9
|
New
|
|
|
1934
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$791
|
-$2.15K
|
-22
|
-73%
|
|
|
1935
|
Parkworth Wealth Management
Los Gatos,
California
|
$223
|
–
|
–
|
–
|
|
|
1936
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
$99
|
–
|
–
|
–
|
|
|
1937
|
Hoey Investments
Coatesville,
Pennsylvania
|
$77
|
–
|
–
|
–
|
|
|
1938
|
Russell Investments Group
London,
United Kingdom
|
$8
|
–
|
–
|
–
|
|
|
1939
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
–
|
-$160M
|
-1,651,369
|
Closed
|
|
|
1940
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$98.9M
|
-1,020,473
|
Closed
|
|
|
1941
|
NEPC LLC
Boston,
Massachusetts
|
–
|
-$25.4M
|
-262,471
|
Closed
|
|
|
1942
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
–
|
-$24M
|
-247,097
|
Closed
|
|
|
1943
|
Aveo Capital Partners
Englewood,
Colorado
|
–
|
-$21M
|
-216,499
|
Closed
|
|
|
1944
|
Renaissance Technologies
New York
|
–
|
-$16.9M
|
-174,100
|
Closed
|
|
|
1945
|
TBH Global Asset Management
Brentwood,
Tennessee
|
–
|
-$10.4M
|
-106,964
|
Closed
|
|
|
1946
|
Marshall Wace
London,
United Kingdom
|
–
|
-$8.91M
|
-92,000
|
Closed
|
|
|
1947
|
AJ Advisors
Nashville,
Tennessee
|
–
|
-$8.64M
|
-89,140
|
Closed
|
|
|
1948
|
WMS Partners
Towson,
Maryland
|
–
|
-$7.31M
|
-75,397
|
Closed
|
|
|
1949
|
Wela Strategies
Atlanta,
Georgia
|
–
|
-$473K
|
-60,170
|
Closed
|
|
|
1950
|
Prime Buchholz
Portsmouth,
New Hampshire
|
–
|
-$5.8M
|
-59,853
|
Closed
|
|
