|
1926
|
IMA Advisory Services
Denver,
Colorado
|
$1.67K
|
+$1.58K
|
+20
|
+2,000%
|
|
|
1927
|
Quattro Advisors
Pittsburgh,
Pennsylvania
|
$1.62K
|
+$1.58K
|
+20
|
New
|
|
|
1928
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$1.59K
|
+$1.58K
|
+20
|
New
|
|
|
1929
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$1.59K
|
+$1.58K
|
+20
|
New
|
|
|
1930
|
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
|
$1.5K
|
+$1.58K
|
+20
|
New
|
|
|
1931
|
Portfolio Resources Advisor Group
Coral Gables,
Florida
|
$1.43K
|
+$1.42K
|
+18
|
New
|
|
|
1932
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.35K
|
–
|
–
|
–
|
|
|
1933
|
Caitlin John
Brighton,
Michigan
|
$1.19K
|
–
|
–
|
–
|
|
|
1934
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$1.15K
|
+$1.18K
|
+15
|
New
|
|
|
1935
|
Hara Capital
Bellevue,
Washington
|
$1.11K
|
–
|
–
|
–
|
|
|
1936
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
1937
|
Clarity Asset Management
Ames,
Iowa
|
$990
|
–
|
–
|
–
|
|
|
1938
|
Litman Gregory Wealth Management
Larkspur,
California
|
$953
|
+$946
|
+12
|
New
|
|
|
1939
|
NorthAvenue LLC
Columbus,
Ohio
|
$953
|
+$946
|
+12
|
New
|
|
|
1940
|
Davis Capital Management
Jacksonville,
Florida
|
$873
|
–
|
–
|
–
|
|
|
1941
|
Signature Resources Capital Management
Newport Beach,
California
|
$873
|
+$867
|
+11
|
New
|
|
|
1942
|
Breakwater Investment Management
Seattle,
Washington
|
$635
|
–
|
–
|
–
|
|
|
1943
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$556
|
+$552
|
+7
|
New
|
|
|
1944
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$397
|
–
|
–
|
–
|
|
|
1945
|
Ross\Johnson & Associates
Plymouth,
Minnesota
|
$397
|
+$237
|
+3
|
+150%
|
|
|
1946
|
Bear Mountain Capital
Seattle,
Washington
|
$244
|
–
|
–
|
–
|
|
|
1947
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$239
|
+$237
|
+3
|
New
|
|
|
1948
|
RMG Wealth Management
Platteville,
Wisconsin
|
$178
|
–
|
–
|
–
|
|
|
1949
|
Callodine Capital Management
Boston,
Massachusetts
|
–
|
-$23.6M
|
-313,427
|
Closed
|
|
|
1950
|
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
–
|
-$23M
|
-305,369
|
Closed
|
|
