|
526
|
Principia Wealth Advisory
Dallas,
Texas
|
$980
|
+$80
|
+2
|
+9%
|
|
|
527
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$980
|
+$120
|
+3
|
+14%
|
|
|
528
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$862
|
+$120
|
+3
|
+16%
|
|
|
529
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$706
|
+$721
|
+18
|
New
|
|
|
530
|
Key Financial Inc
West Chester,
Pennsylvania
|
$698
|
–
|
–
|
–
|
|
|
531
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$667
|
+$681
|
+17
|
New
|
|
|
532
|
Financial Management Professionals
Austin,
Texas
|
$627
|
–
|
–
|
–
|
|
|
533
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$617
|
+$441
|
+11
|
+220%
|
|
|
534
|
Financial Consulate
Hunt Valley,
Maryland
|
$510
|
+$521
|
+13
|
New
|
|
|
535
|
Elevation Wealth Partners
Santa Rosa,
California
|
$432
|
+$441
|
+11
|
New
|
|
|
536
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$392
|
+$80
|
+2
|
+25%
|
|
|
537
|
Tortoise Investment Management
White Plains,
New York
|
$353
|
+$80
|
+2
|
+29%
|
|
|
538
|
Bogart Wealth LLC
Mclean,
Virginia
|
$353
|
+$361
|
+9
|
New
|
|
|
539
|
Seneschal Advisors
Tacoma,
Washington
|
$353
|
+$361
|
+9
|
New
|
|
|
540
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$275
|
–
|
–
|
–
|
|
|
541
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$274
|
+$281
|
+7
|
New
|
|
|
542
|
Winnow Wealth
Waco,
Texas
|
$240
|
+$240
|
+6
|
New
|
|
|
543
|
New Millennium Group
Sandy,
Utah
|
$235
|
+$240
|
+6
|
New
|
|
|
544
|
DecisionPoint Financial
Mesa,
Arizona
|
$233
|
–
|
–
|
–
|
|
|
545
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$157
|
–
|
–
|
–
|
|
|
546
|
American Capital Advisory
Ketchum,
Idaho
|
$118
|
+$120
|
+3
|
New
|
|
|
547
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$40
|
+$40
|
+1
|
New
|
|
|
548
|
|
–
|
-$95.9M
|
-2,462,058
|
Closed
|
|
|
549
|
Hudson Bay Capital Management
Stamford,
Connecticut
|
–
|
-$44.1M
|
-1,132,259
|
Closed
|
|
|
550
|
Azora Capital LP
Miami,
Florida
|
–
|
-$40.6M
|
-1,041,535
|
Closed
|
|
