|
1901
|
Disciplined Investments
Tulsa,
Oklahoma
|
$4K
|
-$3.94K
|
-26
|
-47%
|
|
|
1902
|
Gables Capital Management
Miami,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
1903
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$4K
|
–
|
–
|
–
|
|
|
1904
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$4K
|
+$1.44M
|
+9,506
|
+50%
|
|
|
1905
|
Cetera Advisors
Denver,
Colorado
|
$4K
|
+$2.21M
|
+14,574
|
+117%
|
|
|
1906
|
Destiny Wealth Partners
Tavares,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
1907
|
James Investment Research
Alpha,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
1908
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$3K
|
–
|
–
|
–
|
|
|
1909
|
SJS Investment Consulting
Sylvania,
Ohio
|
$3K
|
+$3.48K
|
+23
|
New
|
|
|
1910
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$2.63K
|
+$3.03K
|
+20
|
New
|
|
|
1911
|
United Community Bank
Greenville,
South Carolina
|
$2.16K
|
+$2.42K
|
+16
|
New
|
|
|
1912
|
BOK Financial Private Wealth
Denver,
Colorado
|
$2K
|
–
|
–
|
–
|
|
|
1913
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$2K
|
–
|
–
|
–
|
|
|
1914
|
Focused Wealth Management
Newburgh,
New York
|
$2K
|
–
|
–
|
–
|
|
|
1915
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$2K
|
+$151
|
+1
|
+7%
|
|
|
1916
|
Burleson & Co
Petaluma,
California
|
$1K
|
–
|
–
|
–
|
|
|
1917
|
Horan Securities
Cincinnati,
United States
|
$1K
|
–
|
–
|
–
|
|
|
1918
|
Strategic Asset Management
Rochester,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
1919
|
Twin Tree Management
Dallas,
Texas
|
–
|
-$41.2M
|
-272,507
|
Closed
|
|
|
1920
|
Marsico Capital Management
Denver,
Colorado
|
–
|
-$22.3M
|
-160,524
|
Closed
|
|
|
1921
|
Bluefin Capital Management
New York
|
–
|
-$16.7M
|
-120,000
|
Closed
|
|
|
1922
|
Sandler Capital Management
New York
|
–
|
-$12.8M
|
-92,232
|
Closed
|
|
|
1923
|
Crestline Management
Fort Worth,
Texas
|
–
|
-$6.38M
|
-46,000
|
Closed
|
|
|
1924
|
Azora Capital LP
Miami,
Florida
|
–
|
-$6.23M
|
-44,950
|
Closed
|
|
|
1925
|
Alyeska Investment Group
Chicago,
Illinois
|
–
|
-$5.96M
|
-43,000
|
Closed
|
|
