|
1901
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$15K
|
-$8.24K
|
-59
|
-36%
|
|
|
1902
|
Claybrook Capital
Wellesley,
Massachusetts
|
$15K
|
–
|
–
|
–
|
|
|
1903
|
Skylands Capital
Milwaukee,
Wisconsin
|
$15K
|
–
|
–
|
–
|
|
|
1904
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$15K
|
+$14.7K
|
+105
|
New
|
|
|
1905
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$14K
|
+$13.1K
|
+94
|
New
|
|
|
1906
|
Raffa Wealth Management
Washington,
District of Columbia
|
$13.3K
|
–
|
–
|
–
|
|
|
1907
|
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
$10K
|
–
|
–
|
–
|
|
|
1908
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$9.35K
|
-$9.92K
|
-71
|
-53%
|
|
|
1909
|
Stumpf Capital Management
Scottsdale,
Arizona
|
$9K
|
–
|
–
|
–
|
|
|
1910
|
Litman Gregory Wealth Management
Larkspur,
California
|
$8K
|
–
|
–
|
–
|
|
|
1911
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$8K
|
–
|
–
|
–
|
|
|
1912
|
Ironwood Financial
Tucson,
Arizona
|
$8K
|
+$7.27K
|
+52
|
New
|
|
|
1913
|
Crewe Advisors
Salt Lake City,
Utah
|
$8K
|
+$8.11K
|
+58
|
New
|
|
|
1914
|
ClariVest Asset Management
San Diego,
California
|
$5K
|
–
|
–
|
–
|
|
|
1915
|
Simon Quick Advisors
Morristown,
New Jersey
|
$5K
|
–
|
–
|
–
|
|
|
1916
|
Advent Capital Management
New York
|
$5K
|
+$5.31K
|
+38
|
New
|
|
|
1917
|
LifePlan Financial Group
Dayton,
Ohio
|
$4K
|
–
|
–
|
–
|
|
|
1918
|
Parkside Investments
Deerfield,
Illinois
|
$4K
|
+$4.33K
|
+31
|
New
|
|
|
1919
|
Winch Advisory Services
Appleton,
Wisconsin
|
$2K
|
–
|
–
|
–
|
|
|
1920
|
Capstone Investment Advisors
New York
|
$1K
|
-$2.16M
|
-15,437
|
-100%
|
|
|
1921
|
Financial Management Professionals
Austin,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
1922
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
1923
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1K
|
+$140
|
+1
|
+20%
|
|
|
1924
|
WESPAC Advisors SoCal
Pasadena,
California
|
$1K
|
+$1.4K
|
+10
|
New
|
|
|
1925
|
Millennium Management
New York
|
–
|
-$111M
|
-791,899
|
Closed
|
|
