|
1901
|
Ruggie Capital Group
Tavares,
Florida
|
$15K
|
+$15.6K
|
+59
|
New
|
|
|
1902
|
1 North Wealth Services
Annapolis,
Maryland
|
$14K
|
+$15.1K
|
+57
|
New
|
|
|
1903
|
Fusion Family Wealth
Woodbury,
New York
|
$12K
|
+$3.17K
|
+12
|
+32%
|
|
|
1904
|
Catamount Wealth Management
Westport,
Connecticut
|
$12K
|
+$4.23K
|
+16
|
+53%
|
|
|
1905
|
Clean Yield Group
Norwich,
Vermont
|
$12K
|
+$13.2K
|
+50
|
New
|
|
|
1906
|
North Star Investment Management
Chicago,
Illinois
|
$11K
|
–
|
–
|
–
|
|
|
1907
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$11K
|
–
|
–
|
–
|
|
|
1908
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$11K
|
–
|
–
|
–
|
|
|
1909
|
Intellectus Partners
San Francisco,
California
|
$10K
|
–
|
–
|
–
|
|
|
1910
|
Norway Savings Bank
Portland,
Maine
|
$10K
|
–
|
–
|
–
|
|
|
1911
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$9K
|
–
|
–
|
–
|
|
|
1912
|
Machina Capital
Paris,
France
|
$9K
|
+$10K
|
+38
|
New
|
|
|
1913
|
Front Row Advisors
Tiburon,
California
|
$8K
|
–
|
–
|
–
|
|
|
1914
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$8K
|
+$8.98K
|
+34
|
New
|
|
|
1915
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$7K
|
-$475K
|
-1,800
|
-98%
|
|
|
1916
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$7K
|
+$7.4K
|
+28
|
New
|
|
|
1917
|
SRH Advisors
Salina,
Kansas
|
$4K
|
–
|
–
|
–
|
|
|
1918
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$3K
|
–
|
–
|
–
|
|
|
1919
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$2K
|
-$28K
|
-106
|
-94%
|
|
|
1920
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$2K
|
-$528
|
-2
|
-20%
|
|
|
1921
|
Clear Investment Research
Alpharetta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
1922
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$2K
|
+$2.64K
|
+10
|
New
|
|
|
1923
|
CSat Investment Advisory
Detroit,
Michigan
|
$1K
|
–
|
–
|
–
|
|
|
1924
|
Two Sigma Investments
New York
|
–
|
-$44.7M
|
-168,156
|
Closed
|
|
|
1925
|
Main Street Research
Lakeville,
Connecticut
|
–
|
-$23.5M
|
-88,367
|
Closed
|
|
