|
1901
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$16K
|
+$15.5K
|
+50
|
New
|
|
|
1902
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$15K
|
-$4.02K
|
-13
|
-22%
|
|
|
1903
|
WestEnd Advisors
Charlotte,
North Carolina
|
$14.2K
|
+$13.6K
|
+44
|
New
|
|
|
1904
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$12K
|
+$12.4K
|
+40
|
New
|
|
|
1905
|
Bogart Wealth LLC
Mclean,
Virginia
|
$11K
|
-$15.2K
|
-49
|
-59%
|
|
|
1906
|
Toth Financial Advisory
Leesburg,
Virginia
|
$10K
|
+$9.29K
|
+30
|
New
|
|
|
1907
|
Permanens Capital
New York
|
$5K
|
–
|
–
|
–
|
|
|
1908
|
Riverview Trust Company
Vancouver,
Washington
|
$5K
|
–
|
–
|
–
|
|
|
1909
|
Arrow Financial
Glens Falls,
New York
|
$4K
|
–
|
–
|
–
|
|
|
1910
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$4K
|
–
|
–
|
–
|
|
|
1911
|
Financial Management Professionals
Austin,
Texas
|
$2K
|
–
|
–
|
–
|
|
|
1912
|
Westwind Capital
Las Cruces,
New Mexico
|
$2K
|
+$1.86K
|
+6
|
New
|
|
|
1913
|
Leelyn Smith
Geneva,
Illinois
|
$1.88K
|
+$1.8M
|
+5,815
|
New
|
|
|
1914
|
Silicon Hills Wealth Management
Austin,
Texas
|
$1.48K
|
+$11.1K
|
+36
|
New
|
|
|
1915
|
Freestone Capital Holdings
Seattle,
Washington
|
$1.14K
|
+$86.3K
|
+279
|
+9%
|
|
|
1916
|
Nicollet Investment Management
Minneapolis,
Minnesota
|
$791
|
+$27.2K
|
+88
|
+4%
|
|
|
1917
|
M&T Bank
Buffalo,
New York
|
–
|
-$271M
|
-908,032
|
Closed
|
|
|
1918
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
–
|
-$65.8M
|
-220,500
|
Closed
|
|
|
1919
|
Summit Trail Advisors
New York
|
–
|
-$31.3M
|
-104,738
|
Closed
|
|
|
1920
|
MA Private Wealth
San Carlos,
California
|
–
|
-$25.5M
|
-85,378
|
Closed
|
|
|
1921
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
–
|
-$24.4M
|
-81,619
|
Closed
|
|
|
1922
|
Cumberland Advisors
Sarasota,
Florida
|
–
|
-$9.8M
|
-32,825
|
Closed
|
|
|
1923
|
Secrest Blakey & Associates
Raleigh,
North Carolina
|
–
|
-$8.97M
|
-30,042
|
Closed
|
|
|
1924
|
Q3 Asset Management
Birmingham,
Michigan
|
–
|
-$3.49M
|
-11,703
|
Closed
|
|
|
1925
|
AMP Capital Investors
Sydney,
Australia
|
–
|
-$3.42M
|
-11,500
|
Closed
|
|
