|
501
|
Next Capital Management
New York
|
$225K
|
–
|
–
|
–
|
|
|
502
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$225K
|
+$11.1K
|
+122
|
+5%
|
|
|
503
|
Evercore Wealth Management
New York
|
$225K
|
+$235K
|
+2,578
|
New
|
|
|
504
|
Allworth Financial
Folsom,
California
|
$224K
|
-$926K
|
-10,181
|
-80%
|
|
|
505
|
WealthShield Partners
Cary,
North Carolina
|
$224K
|
-$11.9K
|
-131
|
-5%
|
|
|
506
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$223K
|
+$455
|
+5
|
+0.2%
|
|
|
507
|
Personal CFO Solutions
Chester,
New Jersey
|
$222K
|
+$232K
|
+2,549
|
New
|
|
|
508
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$217K
|
+$18.2K
|
+200
|
+9%
|
|
|
509
|
Vicus Capital
State College,
Pennsylvania
|
$216K
|
-$18.7K
|
-206
|
-8%
|
|
|
510
|
Realta Investment Advisors
Wilmington,
Delaware
|
$215K
|
+$10.4K
|
+114
|
+5%
|
|
|
511
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$215K
|
+$225K
|
+2,470
|
New
|
|
|
512
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$214K
|
+$3.55K
|
+39
|
+2%
|
|
|
513
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$211K
|
–
|
–
|
–
|
|
|
514
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$210K
|
+$455
|
+5
|
+0.2%
|
|
|
515
|
Chilton Capital Management
Houston,
Texas
|
$209K
|
–
|
–
|
–
|
|
|
516
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$205K
|
-$2.37K
|
-26
|
-1%
|
|
|
517
|
Venture Visionary Partners
Sylvania,
Ohio
|
$201K
|
-$4.64K
|
-51
|
-2%
|
|
|
518
|
Squar Milner Financial Services
Irvine,
California
|
$201K
|
+$45.8K
|
+503
|
+28%
|
|
|
519
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$200K
|
–
|
–
|
–
|
|
|
520
|
|
$197K
|
–
|
–
|
–
|
|
|
521
|
Financial Advantage
Columbia,
Maryland
|
$195K
|
–
|
–
|
–
|
|
|
522
|
Aft Forsyth & Sober
Valrico,
Florida
|
$187K
|
-$10.6M
|
-116,350
|
-98%
|
|
|
523
|
CVA Family Office
Denver,
Colorado
|
$186K
|
+$194K
|
+2,130
|
New
|
|
|
524
|
HM Payson & Co
Portland,
Maine
|
$181K
|
-$34.7K
|
-381
|
-16%
|
|
|
525
|
Matrix Private Capital Group
New York
|
$175K
|
+$19.6K
|
+215
|
+12%
|
|
