|
1951
|
WestEnd Advisors
Charlotte,
North Carolina
|
$342
|
+$348
|
1
|
0%
|
New
|
|
|
1952
|
Westside Investment Management
Santa Monica,
California
|
$172
|
$0
|
1
|
0%
|
Maintained
|
|
|
1953
|
Activest Wealth Management
Aventure,
Florida
|
$0
|
+$348
|
1
|
0%
|
New
|
|
|
1954
|
ADE LLC
Baltimore,
Maryland
|
$0
|
-$149K
|
0
|
–
|
Closed
|
|
|
1955
|
Advisor OS
Chicago,
Illinois
|
$0
|
-$218K
|
0
|
–
|
Closed
|
|
|
1956
|
Advus Financial Partners
Winter Park,
Florida
|
$0
|
-$284K
|
0
|
–
|
Closed
|
|
|
1957
|
AMP Capital Investors
Sydney,
Australia
|
$0
|
-$29.2M
|
0
|
–
|
Closed
|
|
|
1958
|
Argus Investors Counsel
New York
|
$0
|
-$834K
|
0
|
–
|
Closed
|
|
|
1959
|
Aristides Capital
Louisville,
Kentucky
|
$0
|
-$305K
|
0
|
–
|
Closed
|
|
|
1960
|
Asahi Life Asset Management
Tokyo,
Japan
|
$0
|
-$168K
|
0
|
–
|
Closed
|
|
|
1961
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$0
|
-$63K
|
0
|
–
|
Closed
|
|
|
1962
|
AXS Investments
Port Chester,
New York
|
$0
|
-$226K
|
0
|
–
|
Closed
|
|
|
1963
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$0
|
-$213K
|
0
|
–
|
Closed
|
|
|
1964
|
Benson Investment Management Company
Roanoke,
Virginia
|
$0
|
-$3.9M
|
0
|
–
|
Closed
|
|
|
1965
|
Better Money Decisions
Santa Fe,
New Mexico
|
$0
|
-$6K
|
0
|
–
|
Closed
|
|
|
1966
|
Bornite Capital Management
New York
|
$0
|
-$8.38M
|
0
|
–
|
Closed
|
|
|
1967
|
Brown Advisory Securities
Baltimore,
Maryland
|
$0
|
-$587K
|
0
|
–
|
Closed
|
|
|
1968
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$0
|
-$67K
|
0
|
–
|
Closed
|
|
|
1969
|
Capula Management
Grand Cayman,
Cayman Islands
|
$0
|
-$1.93M
|
0
|
–
|
Closed
|
|
|
1970
|
Cartenna Capital
Stamford,
Connecticut
|
$0
|
-$5.86M
|
0
|
–
|
Closed
|
|
|
1971
|
Certuity
North Palm Beach,
Florida
|
$0
|
-$440K
|
0
|
–
|
Closed
|
|
|
1972
|
Chiron Investment Management
New York
|
$0
|
-$306K
|
0
|
–
|
Closed
|
|
|
1973
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$0
|
-$883K
|
0
|
–
|
Closed
|
|
|
1974
|
Clal Insurance
Tel-Aviv,
Israel
|
$0
|
-$80M
|
0
|
–
|
Closed
|
|
|
1975
|
Condor Capital Management
Martinsville,
New Jersey
|
$0
|
-$30K
|
0
|
–
|
Closed
|
|