|
1901
|
Focused Wealth Management
Newburgh,
New York
|
$5K
|
–
|
–
|
–
|
|
|
1902
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$5K
|
–
|
–
|
–
|
|
|
1903
|
Macroview Investment Management
Bethesda,
Maryland
|
$5K
|
–
|
–
|
–
|
|
|
1904
|
USA Financial Formulas
Ada,
Michigan
|
$5K
|
+$4.78K
|
+56
|
New
|
|
|
1905
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$4.83K
|
+$4.69K
|
+55
|
New
|
|
|
1906
|
Pacific Center for Financial Services
San Ramon,
California
|
$3K
|
-$2.73K
|
-32
|
-46%
|
|
|
1907
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
1908
|
James Investment Research
Alpha,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
1909
|
Vigilant Capital Management
Portland,
Maine
|
$3K
|
–
|
–
|
–
|
|
|
1910
|
Aspire Private Capital
Cornelius,
North Carolina
|
$3K
|
+$171
|
+2
|
+6%
|
|
|
1911
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$3K
|
+$2.47K
|
+29
|
New
|
|
|
1912
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$3K
|
+$2.73K
|
+32
|
New
|
|
|
1913
|
Clear Investment Research
Alpharetta,
Georgia
|
$2K
|
+$2.3K
|
+27
|
New
|
|
|
1914
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$2K
|
+$2.81K
|
+33
|
New
|
|
|
1915
|
Altshuler Shaham
Tel Aviv,
Israel
|
$1K
|
-$219K
|
-2,573
|
-100%
|
|
|
1916
|
Centerpoint Advisors
Needham,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
1917
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$1K
|
–
|
–
|
–
|
|
|
1918
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$1K
|
+$853
|
+10
|
New
|
|
|
1919
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$1K
|
+$853
|
+10
|
New
|
|
|
1920
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1K
|
+$1.02K
|
+12
|
New
|
|
|
1921
|
Price Wealth
Austin,
Texas
|
$1K
|
+$1.28K
|
+15
|
New
|
|
|
1922
|
MilWealth Group
Milwaukee,
Wisconsin
|
$264
|
–
|
–
|
–
|
|
|
1923
|
Silicon Hills Wealth Management
Austin,
Texas
|
$15
|
+$85
|
+1
|
New
|
|
|
1924
|
Voloridge Investment Management
Jupiter,
Florida
|
–
|
-$48M
|
-543,420
|
Closed
|
|
|
1925
|
Todd Asset Management
Louisville,
Kentucky
|
–
|
-$16.1M
|
-182,378
|
Closed
|
|
