|
1901
|
PFS Partners
Mine Hill,
New Jersey
|
$3.44K
|
–
|
–
|
–
|
|
|
1902
|
Concord Wealth Partners
Abingdon,
Virginia
|
$3.39K
|
-$6.19K
|
-152
|
-64%
|
|
|
1903
|
Piscataqua Savings Bank
Portsmouth,
New Hampshire
|
$2.99K
|
–
|
–
|
–
|
|
|
1904
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$2.3K
|
+$2.32K
|
+57
|
New
|
|
|
1905
|
Founders Capital Management (Texas)
Houston,
Texas
|
$2K
|
–
|
–
|
–
|
|
|
1906
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$2K
|
–
|
–
|
–
|
|
|
1907
|
SRH Advisors
Salina,
Kansas
|
$2K
|
–
|
–
|
–
|
|
|
1908
|
First Personal Financial Services
Charlotte,
North Carolina
|
$1.54K
|
+$1.55K
|
+38
|
New
|
|
|
1909
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$1.39K
|
+$1.63K
|
+40
|
New
|
|
|
1910
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$1.37K
|
–
|
–
|
–
|
|
|
1911
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$1.21K
|
+$1.22K
|
+30
|
New
|
|
|
1912
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$1.13K
|
+$937
|
+23
|
+460%
|
|
|
1913
|
HBC Financial Services
Seattle,
Washington
|
$1K
|
–
|
–
|
–
|
|
|
1914
|
PSI Advisors
Tampa,
Florida
|
$889
|
–
|
–
|
–
|
|
|
1915
|
Allianz Asset Management
Munich,
Germany
|
$242
|
–
|
–
|
–
|
|
|
1916
|
Integrity Financial
Cheyenne,
Wyoming
|
$121
|
+$122
|
+3
|
New
|
|
|
1917
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
$27
|
+$41
|
+1
|
New
|
|
|
1918
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$4
|
-$1.43K
|
-35
|
-28%
|
|
|
1919
|
Litman Gregory Wealth Management
Larkspur,
California
|
–
|
-$70.3M
|
-1,804,487
|
Closed
|
|
|
1920
|
Ocean Park Asset Management
Santa Monica,
California
|
–
|
-$21.7M
|
-555,900
|
Closed
|
|
|
1921
|
Quantitative Investment Management
Charlottesville,
Virginia
|
–
|
-$9.23M
|
-236,787
|
Closed
|
|
|
1922
|
Renaissance Technologies
New York
|
–
|
-$6.45M
|
-165,500
|
Closed
|
|
|
1923
|
Peregrine Asset Advisers
Portland,
Oregon
|
–
|
-$5.66M
|
-145,118
|
Closed
|
|
|
1924
|
Condor Capital Management
Martinsville,
New Jersey
|
–
|
-$5M
|
-128,152
|
Closed
|
|
|
1925
|
Metropolitan Life Insurance Company (MetLife)
New York
|
–
|
-$4.03M
|
-103,430
|
Closed
|
|
