|
1926
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$3.88K
|
–
|
–
|
–
|
|
|
1927
|
Fiduciary Alliance
Greenville,
South Carolina
|
$3.73K
|
+$3.92K
|
+25
|
New
|
|
|
1928
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$3.58K
|
–
|
–
|
–
|
|
|
1929
|
Boulder Wealth Advisors
Boulder,
Colorado
|
$3K
|
+$3.29K
|
+21
|
New
|
|
|
1930
|
IFS Advisors
Overland Park,
Kansas
|
$2.98K
|
–
|
–
|
–
|
|
|
1931
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$2.83K
|
+$2.98K
|
+19
|
New
|
|
|
1932
|
Raleigh Capital Management
Cary,
North Carolina
|
$2.11K
|
–
|
–
|
–
|
|
|
1933
|
PFG Private Wealth Management
Lutz,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
1934
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$1.58K
|
–
|
–
|
–
|
|
|
1935
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$1.49K
|
+$1.57K
|
+10
|
New
|
|
|
1936
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$1.43K
|
+$1.57K
|
+10
|
New
|
|
|
1937
|
Focused Wealth Management
Newburgh,
New York
|
$1.37K
|
-$336K
|
-2,140
|
-100%
|
|
|
1938
|
TFO Wealth Partners
Maumee,
Ohio
|
$1.37K
|
+$5.65K
|
+36
|
New
|
|
|
1939
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$1K
|
–
|
–
|
–
|
|
|
1940
|
Davidson Capital Management
Corpus Christi,
Texas
|
$745
|
-$1.24M
|
-7,890
|
-100%
|
|
|
1941
|
Robbins Farley
Bedford,
New Hampshire
|
$447
|
–
|
–
|
–
|
|
|
1942
|
WestEnd Advisors
Charlotte,
North Carolina
|
$447
|
–
|
–
|
–
|
|
|
1943
|
Halpern Financial
Ashburn,
Virginia
|
$371
|
–
|
–
|
–
|
|
|
1944
|
New Millennium Group
Sandy,
Utah
|
$317
|
-$157
|
-1
|
-33%
|
|
|
1945
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$149
|
–
|
–
|
–
|
|
|
1946
|
State of Wyoming
Cheyenne,
Wyoming
|
$149
|
–
|
–
|
–
|
|
|
1947
|
Jennison Associates
New York
|
–
|
-$231M
|
-1,554,638
|
Closed
|
|
|
1948
|
Holocene Advisors
New York
|
–
|
-$172M
|
-1,155,999
|
Closed
|
|
|
1949
|
ProShare Advisors
Bethesda,
Maryland
|
–
|
-$158M
|
-1,065,799
|
Closed
|
|
|
1950
|
Armistice Capital
New York
|
–
|
-$44.7M
|
-300,989
|
Closed
|
|
