|
1901
|
Pathstone Family Office
Englewood,
New Jersey
|
$226K
|
+$54.5K
|
+1,891
|
+32%
|
|
|
1902
|
Keel Point
Huntsville,
Alabama
|
$225K
|
-$42.5K
|
-1,475
|
-16%
|
|
|
1903
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$225K
|
–
|
–
|
–
|
|
|
1904
|
Klingman & Associates
New York
|
$225K
|
+$2.54K
|
+88
|
+1%
|
|
|
1905
|
Norris Perne & French
Grand Rapids,
Michigan
|
$222K
|
–
|
–
|
–
|
|
|
1906
|
Pacific Edge Advisors
Corona Del Mar,
California
|
$221K
|
-$64.6K
|
-2,240
|
-23%
|
|
|
1907
|
CFO4Life Group
Coppell,
Texas
|
$221K
|
+$3.09K
|
+107
|
+1%
|
|
|
1908
|
Security National Trust
Wheeling,
West Virginia
|
$220K
|
-$11K
|
-380
|
-5%
|
|
|
1909
|
Pettee Investors
Rowayton,
Connecticut
|
$220K
|
–
|
–
|
–
|
|
|
1910
|
Sonata Capital Group
Seattle,
Washington
|
$220K
|
+$219K
|
+7,588
|
New
|
|
|
1911
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$219K
|
–
|
–
|
–
|
|
|
1912
|
Barnett & Company
Chattanooga,
Tennessee
|
$218K
|
–
|
–
|
–
|
|
|
1913
|
Meridian Wealth Advisors
Austin,
Texas
|
$218K
|
+$206K
|
+7,134
|
New
|
|
|
1914
|
Point72 Asset Management
Stamford,
Connecticut
|
$218K
|
+$216K
|
+7,500
|
New
|
|
|
1915
|
Wealthstar Advisors
Plano,
Texas
|
$218K
|
+$217K
|
+7,522
|
New
|
|
|
1916
|
|
$218K
|
+$217K
|
+7,529
|
New
|
|
|
1917
|
Aspire Private Capital
Cornelius,
North Carolina
|
$217K
|
+$28.9K
|
+1,002
|
+15%
|
|
|
1918
|
Kalos Management
Alpharetta,
Georgia
|
$217K
|
+$216K
|
+7,495
|
New
|
|
|
1919
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$216K
|
+$9.08K
|
+315
|
+4%
|
|
|
1920
|
Dynamic Capital Management
St. Helier,
Jersey
|
$215K
|
+$214K
|
+7,418
|
New
|
|
|
1921
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$214K
|
–
|
–
|
–
|
|
|
1922
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$214K
|
-$7.58K
|
-263
|
-3%
|
|
|
1923
|
Rainier Group Investment Advisory
Bellevue,
Washington
|
$214K
|
+$212K
|
+7,368
|
New
|
|
|
1924
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$213K
|
+$173
|
+6
|
+0.1%
|
|
|
1925
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$211K
|
+$210K
|
+7,265
|
New
|
|
