|
1926
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$2.63K
|
+$2.62K
|
+57
|
New
|
|
|
1927
|
First Personal Financial Services
Charlotte,
North Carolina
|
$2.54K
|
–
|
–
|
–
|
|
|
1928
|
Activest Wealth Management
Aventure,
Florida
|
$1.87K
|
+$46
|
+1
|
+2%
|
|
|
1929
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$1.77K
|
-$5.57K
|
-121
|
-76%
|
|
|
1930
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$1.69K
|
+$46
|
+1
|
+3%
|
|
|
1931
|
CGC Financial Services
Lake Oswego,
Oregon
|
$1.57K
|
+$1.56K
|
+34
|
New
|
|
|
1932
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$1.39K
|
-$1.47K
|
-32
|
-52%
|
|
|
1933
|
Concord Wealth Partners
Abingdon,
Virginia
|
$1.37K
|
-$52.3K
|
-1,138
|
-97%
|
|
|
1934
|
PSI Advisors
Tampa,
Florida
|
$277
|
–
|
–
|
–
|
|
|
1935
|
Clearview Wealth Advisors
Salem,
Oregon
|
$139
|
–
|
–
|
–
|
|
|
1936
|
Hernani LP
St. Helier,
Jersey
|
–
|
-$121M
|
-2,674,261
|
Closed
|
|
|
1937
|
Wolff Financial Management
Kalamazoo,
Michigan
|
–
|
-$23.1M
|
-511,175
|
Closed
|
|
|
1938
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
–
|
-$13.5M
|
-299,120
|
Closed
|
|
|
1939
|
New York Life Investment Management
New York
|
–
|
-$13.3M
|
-293,949
|
Closed
|
|
|
1940
|
Stableford Capital II
Scottsdale,
Arizona
|
–
|
-$8.72M
|
-207,822
|
Closed
|
|
|
1941
|
Single Point Partners
Boston,
Massachusetts
|
–
|
-$5.71M
|
-126,320
|
Closed
|
|
|
1942
|
Tilson Financial Group
New Providence,
New Jersey
|
–
|
-$5.07M
|
-112,235
|
Closed
|
|
|
1943
|
|
–
|
-$3.16M
|
-70,000
|
Closed
|
|
|
1944
|
Iconiq Capital
San Francisco,
California
|
–
|
-$2.79M
|
-61,729
|
Closed
|
|
|
1945
|
Landmark Wealth Management (New York)
Melville,
New York
|
–
|
-$1.95M
|
-43,170
|
Closed
|
|
|
1946
|
Trevian Wealth Management
Weston,
Massachusetts
|
–
|
-$1.95M
|
-43,166
|
Closed
|
|
|
1947
|
T. Rowe Price Associates
Baltimore,
Maryland
|
–
|
-$1.92M
|
-42,595
|
Closed
|
|
|
1948
|
Greenspring Advisors
Towson,
Maryland
|
–
|
-$1.57M
|
-34,811
|
Closed
|
|
|
1949
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
–
|
-$1.47M
|
-32,500
|
Closed
|
|
|
1950
|
Two Sigma Securities
New York
|
–
|
-$1.05M
|
-23,323
|
Closed
|
|
