|
1901
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$3.33K
|
–
|
–
|
–
|
|
|
1902
|
Integrity Financial
Cheyenne,
Wyoming
|
$3.33K
|
+$3.35K
|
+82
|
+2,733%
|
|
|
1903
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$2.9K
|
–
|
–
|
–
|
|
|
1904
|
Lee Financial
Dallas,
Texas
|
$2.75K
|
+$2.86K
|
+70
|
New
|
|
|
1905
|
Mendota Financial Group
Madison,
Wisconsin
|
$2.23K
|
–
|
–
|
–
|
|
|
1906
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$2.23K
|
–
|
–
|
–
|
|
|
1907
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$2K
|
–
|
–
|
–
|
|
|
1908
|
SRH Advisors
Salina,
Kansas
|
$2K
|
–
|
–
|
–
|
|
|
1909
|
First Personal Financial Services
Charlotte,
North Carolina
|
$1.49K
|
–
|
–
|
–
|
|
|
1910
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$1.33K
|
–
|
–
|
–
|
|
|
1911
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
-$5.35K
|
-131
|
-89%
|
|
|
1912
|
HBC Financial Services
Seattle,
Washington
|
$1K
|
–
|
–
|
–
|
|
|
1913
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$1K
|
+$1.1K
|
+27
|
New
|
|
|
1914
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$902
|
-$10.3K
|
-253
|
-92%
|
|
|
1915
|
PSI Advisors
Tampa,
Florida
|
$863
|
-$4.9K
|
-120
|
-85%
|
|
|
1916
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$745
|
-$12.1K
|
-296
|
-94%
|
|
|
1917
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$475
|
+$204
|
+5
|
+71%
|
|
|
1918
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$235
|
+$204
|
+5
|
+500%
|
|
|
1919
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$196
|
-$572
|
-14
|
-74%
|
|
|
1920
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$63
|
-$41
|
-1
|
-33%
|
|
|
1921
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
–
|
-$399M
|
-9,808,700
|
Closed
|
|
|
1922
|
CIBC World Markets
New York
|
–
|
-$31.5M
|
-773,200
|
Closed
|
|
|
1923
|
Quantitative Investment Management
Charlottesville,
Virginia
|
–
|
-$30.8M
|
-757,536
|
Closed
|
|
|
1924
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
–
|
-$20M
|
-491,855
|
Closed
|
|
|
1925
|
PRW Wealth Management
Quincy,
Massachusetts
|
–
|
-$14M
|
-272,704
|
Closed
|
|
