|
1901
|
Portfolio Strategies (Washington)
Tacoma,
Washington
|
$14K
|
-$74.9K
|
-288
|
-74%
|
|
|
1902
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$14K
|
–
|
–
|
–
|
|
|
1903
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$13K
|
–
|
–
|
–
|
|
|
1904
|
Chandler Asset Management
San Diego,
California
|
$13K
|
+$13K
|
+50
|
New
|
|
|
1905
|
Arthur M. Cohen & Associates
Northbrook,
Illinois
|
$12.4K
|
+$12.9M
|
+49,452
|
New
|
|
|
1906
|
Focused Wealth Management
Newburgh,
New York
|
$12K
|
-$60.9K
|
-234
|
-84%
|
|
|
1907
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$12K
|
+$12K
|
+46
|
New
|
|
|
1908
|
Monroe Bank & Trust
Monroe,
Michigan
|
$7K
|
+$6.5K
|
+25
|
New
|
|
|
1909
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$6.33K
|
+$1.63M
|
+6,250
|
+36%
|
|
|
1910
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$6K
|
–
|
–
|
–
|
|
|
1911
|
Capital City Trust
Tallahassee,
Florida
|
$2.38K
|
–
|
–
|
–
|
|
|
1912
|
Avidian Wealth Enterprises
Houston,
Texas
|
$2.35K
|
+$717K
|
+2,757
|
+46%
|
|
|
1913
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
1914
|
Fagan Associates
Troy,
New York
|
$1.89K
|
+$11.7K
|
+45
|
+0.6%
|
|
|
1915
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$1.87K
|
+$1.82K
|
+7
|
New
|
|
|
1916
|
Litman Gregory Wealth Management
Larkspur,
California
|
$1.04K
|
–
|
–
|
–
|
|
|
1917
|
Clearstead Trust
Portland,
Maine
|
$1K
|
–
|
–
|
–
|
|
|
1918
|
Poehling Capital Management
Madison,
Wisconsin
|
$1K
|
+$1.04K
|
+4
|
New
|
|
|
1919
|
First Command Advisory Services
Fort Worth,
Texas
|
$1K
|
+$57K
|
+219
|
New
|
|
|
1920
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$279M
|
-1,111,392
|
Closed
|
|
|
1921
|
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
–
|
-$222M
|
-885,088
|
Closed
|
|
|
1922
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
–
|
-$173M
|
-684,510
|
Closed
|
|
|
1923
|
Luminus Management
Houston,
Texas
|
–
|
-$129M
|
-497,082
|
Closed
|
|
|
1924
|
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
–
|
-$109M
|
-434,954
|
Closed
|
|
|
1925
|
PFM Health Sciences
San Francisco,
California
|
–
|
-$58.1M
|
-231,451
|
Closed
|
|
