|
1926
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$1.56K
|
–
|
–
|
–
|
|
|
1927
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$1.56K
|
+$1.63K
|
+6
|
New
|
|
|
1928
|
Broadwater Capital
Boston,
Massachusetts
|
$1.48K
|
–
|
–
|
–
|
|
|
1929
|
Networth Advisors
Canonsburg,
Pennsylvania
|
$1.3K
|
-$2.45K
|
-9
|
-64%
|
|
|
1930
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$1.3K
|
–
|
–
|
–
|
|
|
1931
|
Godfrey Financial Associates
Glenmont,
New York
|
$1.3K
|
–
|
–
|
–
|
|
|
1932
|
Sunrise Financial Services
Burien,
Washington
|
$1.3K
|
–
|
–
|
–
|
|
|
1933
|
Caitlin John
Brighton,
Michigan
|
$1.15K
|
–
|
–
|
–
|
|
|
1934
|
Seneschal Advisors
Tacoma,
Washington
|
$1.04K
|
–
|
–
|
–
|
|
|
1935
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$1.04K
|
–
|
–
|
–
|
|
|
1936
|
Portus Wealth Advisors
Charlotte,
North Carolina
|
$1.04K
|
+$1.09K
|
+4
|
New
|
|
|
1937
|
DecisionPoint Financial
Mesa,
Arizona
|
$781
|
–
|
–
|
–
|
|
|
1938
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$781
|
–
|
–
|
–
|
|
|
1939
|
Nvest Wealth Strategies
Powell,
Ohio
|
$781
|
+$816
|
+3
|
New
|
|
|
1940
|
Southern Michigan Bank & Trust
Coldwater,
Michigan
|
$781
|
+$816
|
+3
|
New
|
|
|
1941
|
TopTier Wealth Management
Muskego,
Wisconsin
|
$781
|
+$816
|
+3
|
New
|
|
|
1942
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$521
|
-$816
|
-3
|
-60%
|
|
|
1943
|
E Fund Management (HK)
Central,
Hong Kong
|
$521
|
–
|
–
|
–
|
|
|
1944
|
Curio Wealth
Annapolis,
Maryland
|
$521
|
+$544
|
+2
|
New
|
|
|
1945
|
Rakuten Securities
Tokyo,
Japan
|
$521
|
+$544
|
+2
|
New
|
|
|
1946
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$260
|
–
|
–
|
–
|
|
|
1947
|
|
–
|
-$808M
|
-3,281,978
|
Closed
|
|
|
1948
|
Weiss Asset Management
Boston,
Massachusetts
|
–
|
-$40.2M
|
-163,266
|
Closed
|
|
|
1949
|
Första AP-fonden
Stockholm,
Sweden
|
–
|
-$28.8M
|
-117,080
|
Closed
|
|
|
1950
|
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
–
|
-$21.7M
|
-87,971
|
Closed
|
|
