|
1951
|
WealthCollab
Bellevue,
Washington
|
$4.61K
|
+$4K
|
+12
|
New
|
|
|
1952
|
J. Safra Asset Management
New York
|
$4.24K
|
+$3.67K
|
+11
|
New
|
|
|
1953
|
Silicon Valley Capital Partners
San Jose,
California
|
$4.07K
|
+$334
|
+1
|
+10%
|
|
|
1954
|
Pflug Koory
Omaha,
Nebraska
|
$3.86K
|
–
|
–
|
–
|
|
|
1955
|
Archer Investment Corporation
Carmel,
Indiana
|
$3.86K
|
+$3.34K
|
+10
|
New
|
|
|
1956
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$3.86K
|
–
|
–
|
–
|
|
|
1957
|
Winch Advisory Services
Appleton,
Wisconsin
|
$3.26K
|
-$6.34K
|
-19
|
-70%
|
|
|
1958
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$3.09K
|
+$2.67K
|
+8
|
New
|
|
|
1959
|
HBC Financial Services
Seattle,
Washington
|
$3K
|
–
|
–
|
–
|
|
|
1960
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$2.7K
|
–
|
–
|
–
|
|
|
1961
|
Horizons Wealth Management
Asheville,
North Carolina
|
$2.7K
|
–
|
–
|
–
|
|
|
1962
|
Front Row Advisors
Tiburon,
California
|
$2.31K
|
-$15.7K
|
-47
|
-89%
|
|
|
1963
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$2.31K
|
-$1.67K
|
-5
|
-45%
|
|
|
1964
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$1.37K
|
–
|
–
|
–
|
|
|
1965
|
Performa Ltd (US)
Charleston,
South Carolina
|
$1.16K
|
-$3.67K
|
-11
|
-79%
|
|
|
1966
|
TFO Wealth Partners
Maumee,
Ohio
|
$1.16K
|
–
|
–
|
–
|
|
|
1967
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
1968
|
PEAK6 Investments
Chicago,
Illinois
|
$849
|
–
|
–
|
–
|
|
|
1969
|
Coppell Advisory Solutions
Coppell,
Texas
|
$772
|
-$2.34K
|
-7
|
-78%
|
|
|
1970
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$386
|
+$334
|
+1
|
New
|
|
|
1971
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$24
|
–
|
–
|
–
|
|
|
1972
|
Hudson Bay Capital Management
Stamford,
Connecticut
|
–
|
-$97.1M
|
-300,000
|
Closed
|
|
|
1973
|
Holocene Advisors
New York
|
–
|
-$81.2M
|
-250,840
|
Closed
|
|
|
1974
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
–
|
-$31.8M
|
-98,433
|
Closed
|
|
|
1975
|
Capital Fund Management (CFM)
Paris,
France
|
–
|
-$30.8M
|
-92,241
|
Closed
|
|
