|
1901
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$7K
|
+$7.46K
|
+148
|
New
|
|
|
1902
|
Arrow Financial
Glens Falls,
New York
|
$6K
|
–
|
–
|
–
|
|
|
1903
|
Concord Wealth Partners
Abingdon,
Virginia
|
$6K
|
+$1.87K
|
+37
|
+45%
|
|
|
1904
|
Milestone Wealth
Buffalo,
New York
|
$6K
|
+$5.8K
|
+115
|
New
|
|
|
1905
|
McCarthy Asset Management
Redwood Shores,
California
|
$5K
|
–
|
–
|
–
|
|
|
1906
|
American Research & Management Company
Marion,
Massachusetts
|
$5K
|
+$1.41K
|
+28
|
+34%
|
|
|
1907
|
PFS Partners
Mine Hill,
New Jersey
|
$4.04K
|
+$4.13K
|
+82
|
New
|
|
|
1908
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$4K
|
–
|
–
|
–
|
|
|
1909
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$4K
|
–
|
–
|
–
|
|
|
1910
|
Your Advocates Ltd
Houston,
Texas
|
$4K
|
–
|
–
|
–
|
|
|
1911
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$4K
|
+$3.68K
|
+73
|
New
|
|
|
1912
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$3.31K
|
–
|
–
|
–
|
|
|
1913
|
Acorns Advisers
Irvine,
California
|
$3K
|
+$202
|
+4
|
+6%
|
|
|
1914
|
KRS Capital Management
Bloomfield,
Michigan
|
$3K
|
+$3.38K
|
+67
|
New
|
|
|
1915
|
HBC Financial Services
Seattle,
Washington
|
$2K
|
-$504
|
-10
|
-18%
|
|
|
1916
|
Macroview Investment Management
Bethesda,
Maryland
|
$2K
|
–
|
–
|
–
|
|
|
1917
|
Tucker Asset Management
Littleton,
Colorado
|
$1.93K
|
–
|
–
|
–
|
|
|
1918
|
Clearview Wealth Advisors
Salem,
Oregon
|
$1K
|
–
|
–
|
–
|
|
|
1919
|
Holloway Wealth Management
Gainesville,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
1920
|
SYM Financial Corp
Winona Lake,
Indiana
|
$1K
|
–
|
–
|
–
|
|
|
1921
|
First Command Advisory Services
Fort Worth,
Texas
|
$1K
|
+$15.5K
|
+307
|
New
|
|
|
1922
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
–
|
-$25.5M
|
-510,000
|
Closed
|
|
|
1923
|
Standard Family Office
Sioux Falls,
South Dakota
|
–
|
-$25.4M
|
-508,624
|
Closed
|
|
|
1924
|
Greenfield FTC
Reno,
Nevada
|
–
|
-$11.9M
|
-237,125
|
Closed
|
|
|
1925
|
|
–
|
-$7.32M
|
-146,400
|
Closed
|
|
