|
1926
|
Westside Investment Management
Santa Monica,
California
|
$23.7K
|
–
|
–
|
–
|
|
|
1927
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$22.8K
|
-$37.3K
|
-194
|
-63%
|
|
|
1928
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$20K
|
+$19.6K
|
+102
|
New
|
|
|
1929
|
HWG Holdings
Houston,
Texas
|
$19K
|
–
|
–
|
–
|
|
|
1930
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$19K
|
+$14.2K
|
+74
|
+370%
|
|
|
1931
|
Ruggie Capital Group
Tavares,
Florida
|
$17K
|
+$16.5K
|
+86
|
New
|
|
|
1932
|
TLP Group
Evanston,
Illinois
|
$16K
|
-$286K
|
-1,486
|
-95%
|
|
|
1933
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$16K
|
+$16.2K
|
+84
|
New
|
|
|
1934
|
Watermark Asset Management
San Ramon,
California
|
$15K
|
-$5.58K
|
-29
|
-28%
|
|
|
1935
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$15K
|
–
|
–
|
–
|
|
|
1936
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$15K
|
+$16.2K
|
+84
|
New
|
|
|
1937
|
Portfolio Solutions
Royal Oak,
Michigan
|
$14K
|
–
|
–
|
–
|
|
|
1938
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$13K
|
+$13.1K
|
+68
|
New
|
|
|
1939
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$12K
|
-$164K
|
-850
|
-94%
|
|
|
1940
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$12K
|
-$11.5K
|
-60
|
-50%
|
|
|
1941
|
Ironwood Financial
Tucson,
Arizona
|
$12K
|
–
|
–
|
–
|
|
|
1942
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$11K
|
-$5.58K
|
-29
|
-34%
|
|
|
1943
|
Delpha Capital Management
New York
|
$9K
|
+$8.46K
|
+44
|
New
|
|
|
1944
|
Regal Wealth Group
Seal Beach,
California
|
$8K
|
+$7.89K
|
+41
|
New
|
|
|
1945
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$6K
|
+$5.77K
|
+30
|
New
|
|
|
1946
|
RPG Investment Advisory
Pleasanton,
California
|
$5K
|
–
|
–
|
–
|
|
|
1947
|
Oak Point Wealth Management
Portage,
Michigan
|
$5K
|
+$4.62K
|
+24
|
New
|
|
|
1948
|
Wealthcare Capital Management
Richmond,
Virginia
|
$2K
|
-$27.9K
|
-145
|
-92%
|
|
|
1949
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$2K
|
-$3.46K
|
-18
|
-60%
|
|
|
1950
|
Financial Management Professionals
Austin,
Texas
|
$2K
|
–
|
–
|
–
|
|
