|
1901
|
Trek Financial
Scottsdale,
Arizona
|
$231K
|
+$257K
|
+705
|
New
|
|
|
1902
|
Jordan Park Group
San Francisco,
California
|
$229K
|
-$30.4M
|
-83,137
|
-99%
|
|
|
1903
|
Investment Advisory Services
The Woodlands,
Texas
|
$228K
|
+$254K
|
+695
|
New
|
|
|
1904
|
Aspire Private Capital
Cornelius,
North Carolina
|
$227K
|
–
|
–
|
–
|
|
|
1905
|
Tucker Asset Management
Littleton,
Colorado
|
$226K
|
+$233K
|
+638
|
New
|
|
|
1906
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$225K
|
–
|
–
|
–
|
|
|
1907
|
Pegasus Asset Management
Montebello,
New York
|
$225K
|
–
|
–
|
–
|
|
|
1908
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$224K
|
-$249K
|
-683
|
Closed
|
|
|
1909
|
Next Level Private
Harrison,
New York
|
$223K
|
-$482K
|
-1,321
|
-67%
|
|
|
1910
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$223K
|
-$4.75K
|
-13
|
-2%
|
|
|
1911
|
Krilogy Financial
St. Louis,
Missouri
|
$223K
|
+$1.1K
|
+3
|
+0.4%
|
|
|
1912
|
Capital Investment Services of America
Milwaukee,
Wisconsin
|
$223K
|
+$10.2K
|
+28
|
+4%
|
|
|
1913
|
MilWealth Group
Milwaukee,
Wisconsin
|
$222K
|
-$2.12M
|
-5,805
|
-90%
|
|
|
1914
|
Heritage Financial Services
Westwood,
Massachusetts
|
$222K
|
-$69K
|
-189
|
-22%
|
|
|
1915
|
Running Point Capital Advisors
El Segundo,
California
|
$222K
|
-$28.1K
|
-77
|
-10%
|
|
|
1916
|
Townsend Asset Management
Raleigh,
North Carolina
|
$222K
|
+$5.84K
|
+16
|
+2%
|
|
|
1917
|
Stolper & Co
Tulsa,
Oklahoma
|
$220K
|
–
|
–
|
–
|
|
|
1918
|
Westwind Capital
Las Cruces,
New Mexico
|
$218K
|
–
|
–
|
–
|
|
|
1919
|
SEI Investments
Oaks,
Pennsylvania
|
$217K
|
-$8.77K
|
-24
|
-4%
|
|
|
1920
|
Telos Capital Management
San Diego,
California
|
$217K
|
–
|
–
|
–
|
|
|
1921
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$216K
|
–
|
–
|
–
|
|
|
1922
|
HCR Wealth Advisors
Los Angeles,
California
|
$216K
|
+$3.65K
|
+10
|
+2%
|
|
|
1923
|
Aviance Capital Partners
Naples,
Florida
|
$215K
|
-$11K
|
-30
|
-4%
|
|
|
1924
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$215K
|
–
|
–
|
–
|
|
|
1925
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$213K
|
-$11K
|
-30
|
-4%
|
|
