|
1926
|
Principia Wealth Advisory
Dallas,
Texas
|
$1.53K
|
-$716
|
-8
|
-32%
|
|
|
1927
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$1.5K
|
-$12.3K
|
-137
|
-90%
|
|
|
1928
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$1.41K
|
–
|
–
|
–
|
|
|
1929
|
Financial Network Wealth Advisors
Murray,
Utah
|
$1.41K
|
+$1.34K
|
+15
|
New
|
|
|
1930
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.22K
|
–
|
–
|
–
|
|
|
1931
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
$1.22K
|
+$1.16K
|
+13
|
New
|
|
|
1932
|
Investors Research Corp
Atlanta,
Georgia
|
$1.04K
|
+$985
|
+11
|
New
|
|
|
1933
|
Hara Capital
Bellevue,
Washington
|
$1.03K
|
–
|
–
|
–
|
|
|
1934
|
YANKCOM Partnership
Yankton,
South Dakota
|
$937
|
–
|
–
|
–
|
|
|
1935
|
Chesapeake Asset Management
New York
|
$937
|
+$895
|
+10
|
New
|
|
|
1936
|
Stephens Consulting
Flint,
Michigan
|
$937
|
+$895
|
+10
|
New
|
|
|
1937
|
Capital A Wealth Management
New Castle,
Pennsylvania
|
$750
|
-$179
|
-2
|
-20%
|
|
|
1938
|
Caitong International Asset Management
Hong Kong
|
$656
|
-$146K
|
-1,625
|
-100%
|
|
|
1939
|
PSI Advisors
Tampa,
Florida
|
$656
|
–
|
–
|
–
|
|
|
1940
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$656
|
+$627
|
+7
|
New
|
|
|
1941
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$505
|
+$448
|
+5
|
New
|
|
|
1942
|
Osterweis Capital Management
San Francisco,
California
|
$469
|
+$448
|
+5
|
New
|
|
|
1943
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$422
|
–
|
–
|
–
|
|
|
1944
|
GoalVest Advisory
New York
|
$375
|
+$358
|
+4
|
New
|
|
|
1945
|
Marshall Investment Management
Littleton,
Colorado
|
$375
|
+$358
|
+4
|
New
|
|
|
1946
|
Redwood Park Advisors
Redwood City,
California
|
$375
|
+$358
|
+4
|
New
|
|
|
1947
|
Parallax Volatility Advisers
San Francisco,
California
|
$281
|
-$841K
|
-9,388
|
-100%
|
|
|
1948
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$281
|
+$269
|
+3
|
New
|
|
|
1949
|
|
$2
|
–
|
–
|
–
|
|
|
1950
|
Capital International Investors
Los Angeles,
California
|
–
|
-$91M
|
-1,001,369
|
Closed
|
|
