|
1876
|
Kessler Investment Group
Columbus,
Indiana
|
$3K
|
–
|
–
|
–
|
|
|
1877
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
1878
|
Perkins Coie Trust Company
Seattle,
Washington
|
$3K
|
–
|
–
|
–
|
|
|
1879
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
1880
|
Bray Capital Advisors
Naples,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
1881
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$2K
|
–
|
–
|
–
|
|
|
1882
|
Clear Investment Research
Alpharetta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
1883
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
1884
|
MV Capital Management
Bethesda,
Maryland
|
$2K
|
–
|
–
|
–
|
|
|
1885
|
Davidson Capital Management
Corpus Christi,
Texas
|
$2K
|
+$1.01K
|
+20
|
+100%
|
|
|
1886
|
Defined Wealth Management
Beaverton,
Oregon
|
$2K
|
+$1.52K
|
+30
|
New
|
|
|
1887
|
Black Swift Group
Boulder,
Colorado
|
$2K
|
+$2.03K
|
+40
|
New
|
|
|
1888
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$2K
|
+$2.03K
|
+40
|
New
|
|
|
1889
|
Jones Financial Companies
Des Peres,
Missouri
|
$2K
|
+$2.03K
|
+40
|
New
|
|
|
1890
|
Fiduciary Planning
Englewood,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
1891
|
Macroview Investment Management
Bethesda,
Maryland
|
$1K
|
–
|
–
|
–
|
|
|
1892
|
New Capital Management
Houston,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
1893
|
Inspire Advisors
Meridian,
Idaho
|
$1K
|
+$1.01K
|
+20
|
New
|
|
|
1894
|
Financial Perspectives
Minneapolis,
Minnesota
|
$541
|
–
|
–
|
–
|
|
|
1895
|
Westside Investment Management
Santa Monica,
California
|
$124
|
–
|
–
|
–
|
|
|
1896
|
tru Independence
Portland,
Oregon
|
$3
|
+$3.04K
|
+60
|
New
|
|
|
1897
|
GQG Partners
Ft. Lauderdale,
Florida
|
–
|
-$343M
|
-6,858,970
|
Closed
|
|
|
1898
|
Duquesne Family Office
New York
|
–
|
-$139M
|
-2,783,720
|
Closed
|
|
|
1899
|
|
–
|
-$60.6M
|
-1,212,700
|
Closed
|
|
|
1900
|
Jeneq Management
New York
|
–
|
-$25.6M
|
-511,000
|
Closed
|
|
