|
2901
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$38.4K
|
–
|
–
|
–
|
|
|
2902
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$37K
|
-$2.17K
|
-16
|
-6%
|
|
|
2903
|
Belmont Capital
Los Angeles,
California
|
$37K
|
–
|
–
|
–
|
|
|
2904
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$36K
|
–
|
–
|
–
|
|
|
2905
|
NuWave Investment Management
Parsippany,
New Jersey
|
$35K
|
+$35.5K
|
+262
|
New
|
|
|
2906
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$33K
|
–
|
–
|
–
|
|
|
2907
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$33K
|
+$33K
|
+244
|
New
|
|
|
2908
|
QVR
San Francisco,
California
|
$33K
|
+$33.6K
|
+248
|
New
|
|
|
2909
|
Crewe Advisors
Salt Lake City,
Utah
|
$31K
|
-$72.8K
|
-538
|
-70%
|
|
|
2910
|
IMA Advisory Services
Denver,
Colorado
|
$30K
|
–
|
–
|
–
|
|
|
2911
|
WestEnd Advisors
Charlotte,
North Carolina
|
$28.2K
|
-$28.3K
|
-209
|
Closed
|
|
|
2912
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$25K
|
–
|
–
|
–
|
|
|
2913
|
Bourgeon Capital Management
Darien,
Connecticut
|
$24K
|
–
|
–
|
–
|
|
|
2914
|
Retirement Group
San Diego,
California
|
$20K
|
+$3.25K
|
+24
|
+19%
|
|
|
2915
|
Cypress Point Wealth Management
Dallas,
Texas
|
$20K
|
+$20.3K
|
+150
|
New
|
|
|
2916
|
IronBridge Private Wealth
Austin,
Texas
|
$18K
|
+$135
|
+1
|
+0.7%
|
|
|
2917
|
GW&K Investment Management
Boston,
Massachusetts
|
$16K
|
-$133K
|
-983
|
-89%
|
|
|
2918
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$15K
|
–
|
–
|
–
|
|
|
2919
|
Tanaka Capital Management
New York
|
$15K
|
–
|
–
|
–
|
|
|
2920
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$13K
|
–
|
–
|
–
|
|
|
2921
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$13K
|
–
|
–
|
–
|
|
|
2922
|
Moser Wealth Advisors
Bellevue,
Washington
|
$13K
|
–
|
–
|
–
|
|
|
2923
|
USA Financial Formulas
Ada,
Michigan
|
$12K
|
+$1.22K
|
+9
|
+12%
|
|
|
2924
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$11K
|
+$1.76K
|
+13
|
+20%
|
|
|
2925
|
Smith Group Asset Management
Dallas,
Texas
|
$8K
|
-$33.7M
|
-248,970
|
-100%
|
|
