|
1951
|
Caitlin John
Brighton,
Michigan
|
$2.02K
|
–
|
–
|
–
|
|
|
1952
|
Addison Advisors
Middlebury,
Vermont
|
$1.96K
|
-$66.9K
|
-73
|
-97%
|
|
|
1953
|
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
|
$1.96K
|
–
|
–
|
–
|
|
|
1954
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$1.96K
|
+$1.83K
|
+2
|
New
|
|
|
1955
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1.96K
|
+$1.83K
|
+2
|
New
|
|
|
1956
|
POM Investment Strategies
Raleigh,
North Carolina
|
$1.96K
|
-$12.8K
|
-14
|
-88%
|
|
|
1957
|
Signature Resources Capital Management
Newport Beach,
California
|
$1.96K
|
-$2.75K
|
-3
|
-60%
|
|
|
1958
|
Align Financial
Hermantown,
Minnesota
|
$1.96K
|
–
|
–
|
–
|
|
|
1959
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
$1.96K
|
–
|
–
|
–
|
|
|
1960
|
Monetary Solutions
Dayton,
Ohio
|
$1.96K
|
–
|
–
|
–
|
|
|
1961
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$1.96K
|
+$1.83K
|
+2
|
New
|
|
|
1962
|
LifeSteps Financial
Claremont,
California
|
$1.96K
|
+$1.83K
|
+2
|
New
|
|
|
1963
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$980
|
–
|
–
|
–
|
|
|
1964
|
Breakwater Investment Management
Seattle,
Washington
|
$979
|
–
|
–
|
–
|
|
|
1965
|
Seneschal Advisors
Tacoma,
Washington
|
$979
|
–
|
–
|
–
|
|
|
1966
|
Elevated Capital Advisors
Sandy,
Utah
|
$978
|
–
|
–
|
–
|
|
|
1967
|
IMA Advisory Services
Denver,
Colorado
|
$978
|
–
|
–
|
–
|
|
|
1968
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$978
|
–
|
–
|
–
|
|
|
1969
|
Downshift Financial
Boulder,
Colorado
|
$978
|
+$916
|
+1
|
New
|
|
|
1970
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$978
|
+$916
|
+1
|
New
|
|
|
1971
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$978
|
+$916
|
+1
|
New
|
|
|
1972
|
Vestor Capital
Chicago,
Illinois
|
$98
|
-$4.72M
|
-5,152
|
-72%
|
|
|
1973
|
Point72 Asset Management
Stamford,
Connecticut
|
–
|
-$250M
|
-272,899
|
Closed
|
|
|
1974
|
Cartenna Capital
Stamford,
Connecticut
|
–
|
-$128M
|
-142,500
|
Closed
|
|
|
1975
|
Freestone Grove Partners
San Francisco,
California
|
–
|
-$46.9M
|
-52,397
|
Closed
|
|
