|
1901
|
Watermark Asset Management
San Ramon,
California
|
$25K
|
–
|
–
|
–
|
|
|
1902
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$25K
|
+$25.8K
|
+553
|
New
|
|
|
1903
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$24K
|
-$6.33K
|
-136
|
-20%
|
|
|
1904
|
America First Investment Advisors
Omaha,
Nebraska
|
$24K
|
–
|
–
|
–
|
|
|
1905
|
Magellan Asset Management
Sydney,
Australia
|
$23K
|
–
|
–
|
–
|
|
|
1906
|
Private Ocean
San Rafael,
California
|
$20K
|
–
|
–
|
–
|
|
|
1907
|
Horan Securities
Cincinnati,
United States
|
$20K
|
+$12.6K
|
+270
|
+138%
|
|
|
1908
|
First Eagle Investment Management
New York
|
$19K
|
–
|
–
|
–
|
|
|
1909
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$18K
|
–
|
–
|
–
|
|
|
1910
|
Smith Affiliated Capital
New York
|
$17.9K
|
–
|
–
|
–
|
|
|
1911
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$17K
|
–
|
–
|
–
|
|
|
1912
|
Acrospire Investment Management
Chicago,
Illinois
|
$17K
|
+$17.6K
|
+378
|
New
|
|
|
1913
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$16K
|
-$175K
|
-3,750
|
-91%
|
|
|
1914
|
TD Capital Management
Memphis,
Tennessee
|
$16K
|
-$1.26K
|
-27
|
-7%
|
|
|
1915
|
Redwood Investments
Boston,
Massachusetts
|
$13K
|
–
|
–
|
–
|
|
|
1916
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$13K
|
–
|
–
|
–
|
|
|
1917
|
Ironwood Financial
Tucson,
Arizona
|
$11K
|
+$47
|
+1
|
+0.4%
|
|
|
1918
|
Tower Research Capital (TRC)
New York
|
$9K
|
-$133K
|
-2,845
|
-93%
|
|
|
1919
|
Financial Management Professionals
Austin,
Texas
|
$9K
|
–
|
–
|
–
|
|
|
1920
|
D. Scott Neal
Lexington,
Kentucky
|
$9K
|
+$9.04K
|
+194
|
New
|
|
|
1921
|
Hefty Wealth Partners
Auburn,
Indiana
|
$8K
|
-$1.22M
|
-26,230
|
-99%
|
|
|
1922
|
Florence Capital Advisors
New York
|
$7K
|
–
|
–
|
–
|
|
|
1923
|
INR Advisory Services
Media,
Pennsylvania
|
$7K
|
+$885
|
+19
|
+14%
|
|
|
1924
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$6K
|
-$11.2K
|
-240
|
-65%
|
|
|
1925
|
Lloyds Banking Group
London,
United Kingdom
|
$6K
|
–
|
–
|
–
|
|
