|
1901
|
Red Cedar Capital
Omaha,
Nebraska
|
$17K
|
–
|
–
|
–
|
|
|
1902
|
Financial Engines Advisors
Santa Clara,
California
|
$17K
|
+$17.7K
|
+65
|
New
|
|
|
1903
|
Slow Capital
Greenbrae,
California
|
$17K
|
+$17.7K
|
+65
|
New
|
|
|
1904
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$16K
|
-$2.73K
|
-10
|
-14%
|
|
|
1905
|
Spectrum Financial Alliance
Nicholasville,
Kentucky
|
$15K
|
+$16.1K
|
+59
|
New
|
|
|
1906
|
Hefty Wealth Partners
Auburn,
Indiana
|
$14K
|
+$14.2K
|
+52
|
New
|
|
|
1907
|
Truepoint Inc
Cincinnati,
Ohio
|
$13.3K
|
-$4.9M
|
-17,942
|
-84%
|
|
|
1908
|
Chandler Asset Management
San Diego,
California
|
$13K
|
–
|
–
|
–
|
|
|
1909
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$13K
|
–
|
–
|
–
|
|
|
1910
|
Focused Wealth Management
Newburgh,
New York
|
$12K
|
–
|
–
|
–
|
|
|
1911
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$8K
|
-$5.73K
|
-21
|
-40%
|
|
|
1912
|
Monroe Bank & Trust
Monroe,
Michigan
|
$7K
|
–
|
–
|
–
|
|
|
1913
|
One Wealth Advisors
San Francisco,
California
|
$6K
|
-$102K
|
-375
|
-95%
|
|
|
1914
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$6K
|
–
|
–
|
–
|
|
|
1915
|
First Command Advisory Services
Fort Worth,
Texas
|
$5K
|
-$38.2K
|
-140
|
-64%
|
|
|
1916
|
Cougar Global Investments
Toronto,
Ontario, Canada
|
$4K
|
-$15.1M
|
-55,414
|
-100%
|
|
|
1917
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$4K
|
-$8.19K
|
-30
|
-65%
|
|
|
1918
|
Northwest Wealth Management
Spencer,
Iowa
|
$4K
|
+$3.82K
|
+14
|
New
|
|
|
1919
|
Oak Grove Capital
North Hampton,
New Hampshire
|
$4K
|
+$4.64K
|
+17
|
New
|
|
|
1920
|
Royal Fund Management
Lady Lake,
Florida
|
$4K
|
+$4.91K
|
+18
|
New
|
|
|
1921
|
Poehling Capital Management
Madison,
Wisconsin
|
$3K
|
+$2.18K
|
+8
|
+200%
|
|
|
1922
|
Princeton Capital Management
Red Bank,
New Jersey
|
$3K
|
+$2.73K
|
+10
|
New
|
|
|
1923
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$1.84K
|
–
|
–
|
–
|
|
|
1924
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$1K
|
+$546
|
+2
|
New
|
|
|
1925
|
CIBC World Markets
New York
|
–
|
-$895M
|
-3,280,946
|
Closed
|
|
