|
301
|
Colonial Trust
Spartanburg,
South Carolina
|
$727
|
–
|
–
|
–
|
|
|
302
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$675
|
+$638
|
+13
|
New
|
|
|
303
|
Fortitude Family Office
Scottsdale,
Arizona
|
$623
|
+$589
|
+12
|
New
|
|
|
304
|
Essential Partners
Rancho Santa Fe,
California
|
$571
|
–
|
–
|
–
|
|
|
305
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$519
|
–
|
–
|
–
|
|
|
306
|
Matthew Hamilton Rosenberg
|
$467
|
–
|
–
|
–
|
|
|
307
|
Mather Group
Chicago,
Illinois
|
$415
|
–
|
–
|
–
|
|
|
308
|
Private Wealth Management Group
Princeton,
New Jersey
|
$260
|
–
|
–
|
–
|
|
|
309
|
GHP Investment Advisors
Denver,
Colorado
|
$208
|
–
|
–
|
–
|
|
|
310
|
PFS Partners
Mine Hill,
New Jersey
|
$208
|
–
|
–
|
–
|
|
|
311
|
CoreCap Advisors
Southfield,
Michigan
|
$208
|
+$196
|
+4
|
New
|
|
|
312
|
CVA Family Office
Denver,
Colorado
|
$156
|
–
|
–
|
–
|
|
|
313
|
Godfrey Financial Associates
Glenmont,
New York
|
$156
|
–
|
–
|
–
|
|
|
314
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
$156
|
+$49
|
+1
|
+50%
|
|
|
315
|
Align Financial
Hermantown,
Minnesota
|
$104
|
–
|
–
|
–
|
|
|
316
|
Arlington Trust
Birmingham,
Alabama
|
$104
|
–
|
–
|
–
|
|
|
317
|
Hughes Financial Services
Herndon,
Virginia
|
$104
|
–
|
–
|
–
|
|
|
318
|
MTM Investment Management
Spartanburg,
South Carolina
|
$104
|
–
|
–
|
–
|
|
|
319
|
IMG Wealth Management
Jacksonville,
Florida
|
$104
|
+$98
|
+2
|
New
|
|
|
320
|
LGT Financial Advisors
Dallas,
Texas
|
$52
|
–
|
–
|
–
|
|
|
321
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$52
|
–
|
–
|
–
|
|
|
322
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$52
|
–
|
–
|
–
|
|
|
323
|
SJS Investment Consulting
Sylvania,
Ohio
|
$52
|
–
|
–
|
–
|
|
|
324
|
Troluce Capital Advisors
Dorado,
Puerto Rico
|
–
|
-$85.4M
|
-2,000,000
|
Closed
|
|
|
325
|
Highbridge Capital Management
New York
|
–
|
-$13M
|
-310,215
|
Closed
|
|
