|
1901
|
Planning Capital Management Corporation
Paoli,
Pennsylvania
|
$5.03K
|
-$3.04K
|
-32
|
-38%
|
|
|
1902
|
Tributary Capital Management
Omaha,
Nebraska
|
$4.83K
|
+$4.74K
|
+50
|
New
|
|
|
1903
|
WealthCollab
Bellevue,
Washington
|
$2.81K
|
-$190
|
-2
|
-6%
|
|
|
1904
|
Eukles Asset Management
Cincinnati,
Ohio
|
$2.71K
|
–
|
–
|
–
|
|
|
1905
|
Pingora Partners
Wilson,
Wyoming
|
$2.42K
|
+$2.37K
|
+25
|
New
|
|
|
1906
|
Your Advocates Ltd
Houston,
Texas
|
$2.32K
|
–
|
–
|
–
|
|
|
1907
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$2.13K
|
-$11.4K
|
-120
|
-85%
|
|
|
1908
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
$2.05K
|
–
|
–
|
–
|
|
|
1909
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$2K
|
-$9.39K
|
-99
|
-80%
|
|
|
1910
|
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
$1.94K
|
+$1.9K
|
+20
|
New
|
|
|
1911
|
Eagle Bay Advisors
New York
|
$1.64K
|
–
|
–
|
–
|
|
|
1912
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$1.26K
|
–
|
–
|
–
|
|
|
1913
|
Valued Wealth Advisors
Holladay,
Utah
|
$871
|
+$95
|
+1
|
+13%
|
|
|
1914
|
Frank Rimerman Advisors
Palo Alto,
California
|
$677
|
–
|
–
|
–
|
|
|
1915
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$9
|
–
|
–
|
–
|
|
|
1916
|
Hudson Bay Capital Management
Stamford,
Connecticut
|
–
|
-$24M
|
-247,689
|
Closed
|
|
|
1917
|
ING Group
Amsterdam,
Netherlands
|
–
|
-$21.8M
|
-224,609
|
Closed
|
|
|
1918
|
Yaupon Capital Management
New York
|
–
|
-$14.7M
|
-151,200
|
Closed
|
|
|
1919
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
–
|
-$6.35M
|
-65,487
|
Closed
|
|
|
1920
|
Portfolio Design Labs
Encino,
California
|
–
|
-$4.15M
|
-42,750
|
Closed
|
|
|
1921
|
SteelPeak Wealth
Woodland Hills,
California
|
–
|
-$3.64M
|
-37,497
|
Closed
|
|
|
1922
|
Jump Financial
Chicago,
Illinois
|
–
|
-$3.59M
|
-37,000
|
Closed
|
|
|
1923
|
Redwood Investment Management
Scottsdale,
Arizona
|
–
|
-$2.32M
|
-23,940
|
Closed
|
|
|
1924
|
FJ Investments
Salt Lake City,
Utah
|
–
|
-$1.94M
|
-20,000
|
Closed
|
|
|
1925
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
–
|
-$1.88M
|
-19,675
|
Closed
|
|
