|
1926
|
Seneschal Advisors
Tacoma,
Washington
|
$1.44K
|
–
|
–
|
–
|
|
|
1927
|
Breakwater Investment Management
Seattle,
Washington
|
$1.44K
|
+$684
|
+1
|
+100%
|
|
|
1928
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$1.44K
|
–
|
–
|
–
|
|
|
1929
|
Essential Partners
Rancho Santa Fe,
California
|
$1.44K
|
–
|
–
|
–
|
|
|
1930
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$1.44K
|
–
|
–
|
–
|
|
|
1931
|
Financial Gravity Companies
Lakeway,
Texas
|
$1.44K
|
+$1.37K
|
+2
|
New
|
|
|
1932
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1.44K
|
+$1.37K
|
+2
|
New
|
|
|
1933
|
Spectrum Wealth Advisory Group
Granite Bay,
California
|
$1.44K
|
+$1.37K
|
+2
|
New
|
|
|
1934
|
DecisionPoint Financial
Mesa,
Arizona
|
$1.38K
|
+$684
|
+1
|
+100%
|
|
|
1935
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
1936
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$943
|
–
|
–
|
–
|
|
|
1937
|
West Branch Capital
Amherst,
Massachusetts
|
$721
|
–
|
–
|
–
|
|
|
1938
|
Maryland Capital Advisors
Chester,
Maryland
|
$721
|
+$684
|
+1
|
New
|
|
|
1939
|
IMA Advisory Services
Denver,
Colorado
|
$720
|
–
|
–
|
–
|
|
|
1940
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$720
|
+$684
|
+1
|
New
|
|
|
1941
|
Tower Trust & Investment Company
Davenport,
Iowa
|
$720
|
+$684
|
+1
|
New
|
|
|
1942
|
Sankala Group
Lyons,
Colorado
|
$692
|
+$684
|
+1
|
New
|
|
|
1943
|
Cordant Inc
Portland,
Oregon
|
$685
|
+$684
|
+1
|
New
|
|
|
1944
|
Darwin Wealth Management
Tampa,
Florida
|
$165
|
–
|
–
|
–
|
|
|
1945
|
Select Equity Group
New York
|
–
|
-$145M
|
-263,823
|
Closed
|
|
|
1946
|
Allworth Financial
Folsom,
California
|
–
|
-$43.8M
|
-79,690
|
Closed
|
|
|
1947
|
Trust Point Inc
La Crosse,
Wisconsin
|
–
|
-$38.7M
|
-70,508
|
Closed
|
|
|
1948
|
Lansforsakringar Fondforvaltning
Stockholm,
Sweden
|
–
|
-$26.3M
|
-47,908
|
Closed
|
|
|
1949
|
CloudAlpha Capital Management
Hong Kong
|
–
|
-$26.1M
|
-47,600
|
Closed
|
|
|
1950
|
Advisors Asset Management
Monument,
Colorado
|
–
|
-$24.6M
|
-44,835
|
Closed
|
|
