|
1926
|
True Wealth Design
Akron,
Ohio
|
$3.25K
|
+$1.28K
|
+2
|
+67%
|
|
|
1927
|
First Command Advisory Services
Fort Worth,
Texas
|
$3.25K
|
+$3.19K
|
+5
|
New
|
|
|
1928
|
Longfellow Investment Management
Boston,
Massachusetts
|
$2.6K
|
–
|
–
|
–
|
|
|
1929
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$2.6K
|
–
|
–
|
–
|
|
|
1930
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$2.41K
|
–
|
–
|
–
|
|
|
1931
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$2K
|
–
|
–
|
–
|
|
|
1932
|
Perritt Capital Management
Chicago,
Illinois
|
$1.95K
|
–
|
–
|
–
|
|
|
1933
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$1.95K
|
-$638
|
-1
|
-25%
|
|
|
1934
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$1.95K
|
–
|
–
|
–
|
|
|
1935
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$1.95K
|
+$1.92K
|
+3
|
New
|
|
|
1936
|
Evermay Wealth Management
Arlington,
Virginia
|
$1.3K
|
-$1.92K
|
-3
|
-60%
|
|
|
1937
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$1.3K
|
–
|
–
|
–
|
|
|
1938
|
WestEnd Advisors
Charlotte,
North Carolina
|
$1.3K
|
–
|
–
|
–
|
|
|
1939
|
Anfield Capital Management
Irvine,
California
|
$1.3K
|
+$1.28K
|
+2
|
New
|
|
|
1940
|
Breakwater Investment Management
Seattle,
Washington
|
$1.3K
|
+$1.28K
|
+2
|
New
|
|
|
1941
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$1.25K
|
+$1.28K
|
+2
|
New
|
|
|
1942
|
Horrell Capital Management
Little Rock,
Arkansas
|
$1K
|
–
|
–
|
–
|
|
|
1943
|
|
$662
|
–
|
–
|
–
|
|
|
1944
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$650
|
–
|
–
|
–
|
|
|
1945
|
American Capital Advisory
Ketchum,
Idaho
|
$446
|
+$638
|
+1
|
New
|
|
|
1946
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$21
|
–
|
–
|
–
|
|
|
1947
|
Mawer Investment Management
Calgary,
Alberta, Canada
|
–
|
-$173M
|
-276,434
|
Closed
|
|
|
1948
|
Eminence Capital
New York
|
–
|
-$78.3M
|
-125,290
|
Closed
|
|
|
1949
|
Contour Asset Management
New York
|
–
|
-$73.2M
|
-117,175
|
Closed
|
|
|
1950
|
Epoch Investment Partners
New York
|
–
|
-$62M
|
-99,165
|
Closed
|
|
