|
1901
|
Members Capital Advisors Inc
Madison,
Wisconsin
|
$4K
|
-$1.25M
|
-7,800
|
-100%
|
|
|
1902
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$4K
|
-$5.76K
|
-36
|
-58%
|
|
|
1903
|
Blume Capital Management
Berkeley,
California
|
$4K
|
–
|
–
|
–
|
|
|
1904
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
1905
|
Kessler Investment Group
Columbus,
Indiana
|
$4K
|
–
|
–
|
–
|
|
|
1906
|
TFC Financial Management
Boston,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
1907
|
China Universal Asset Management Company
Shanghai,
China
|
$4K
|
+$4.64K
|
+29
|
New
|
|
|
1908
|
Selective Wealth Management
Forest,
Virginia
|
$3K
|
-$29.1K
|
-182
|
-91%
|
|
|
1909
|
Cribstone Capital Management
Augusta,
Maine
|
$3K
|
-$1.92K
|
-12
|
-34%
|
|
|
1910
|
Castleview Partners
Dallas,
Texas
|
$3K
|
-$320
|
-2
|
-10%
|
|
|
1911
|
Longfellow Investment Management
Boston,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
1912
|
West Bancorporation
West Des Moines,
Iowa
|
$3K
|
–
|
–
|
–
|
|
|
1913
|
De Burlo Group
Boston,
Massachusetts
|
$2.97K
|
+$3.2K
|
+20
|
New
|
|
|
1914
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$2K
|
-$24.8K
|
-155
|
-92%
|
|
|
1915
|
Hoese & Co
Glencoe,
Minnesota
|
$2K
|
–
|
–
|
–
|
|
|
1916
|
IFS Advisors
Overland Park,
Kansas
|
$2K
|
–
|
–
|
–
|
|
|
1917
|
Pacifica Partners
Surrey,
Canada
|
$2K
|
–
|
–
|
–
|
|
|
1918
|
Raleigh Capital Management
Cary,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
1919
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$2K
|
+$1.76K
|
+11
|
New
|
|
|
1920
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$2K
|
+$2.24K
|
+14
|
New
|
|
|
1921
|
PFG Private Wealth Management
Lutz,
Florida
|
$2K
|
+$2.24K
|
+14
|
New
|
|
|
1922
|
Professional Financial Advisors
North Platte,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
1923
|
USA Financial Formulas
Ada,
Michigan
|
$1K
|
–
|
–
|
–
|
|
|
1924
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$1K
|
+$801
|
+5
|
New
|
|
|
1925
|
Halpern Financial
Ashburn,
Virginia
|
$367
|
-$23.5K
|
-147
|
-99%
|
|
