|
1001
|
Avion Wealth
The Woodlands,
Texas
|
$2K
|
+$418
|
+2
|
+20%
|
|
|
1002
|
Talon Private Wealth
The Villages,
Florida
|
$1.72K
|
+$1.67K
|
+8
|
New
|
|
|
1003
|
Tortoise Investment Management
White Plains,
New York
|
$1.5K
|
–
|
–
|
–
|
|
|
1004
|
Matthew Hamilton Rosenberg
|
$1.29K
|
–
|
–
|
–
|
|
|
1005
|
TFC Financial Management
Boston,
Massachusetts
|
$1.08K
|
–
|
–
|
–
|
|
|
1006
|
Claris Advisors
St. Louis,
Missouri
|
$1.07K
|
+$1.05K
|
+5
|
New
|
|
|
1007
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$861
|
–
|
–
|
–
|
|
|
1008
|
Riverview Trust Company
Vancouver,
Washington
|
$860
|
+$837
|
+4
|
New
|
|
|
1009
|
CoreCap Advisors
Southfield,
Michigan
|
$645
|
-$1.25K
|
-6
|
-67%
|
|
|
1010
|
Mattson Financial Services
Kentwood,
Michigan
|
$591
|
–
|
–
|
–
|
|
|
1011
|
Rakuten Securities
Tokyo,
Japan
|
$430
|
–
|
–
|
–
|
|
|
1012
|
NVWM LLC
Yardley,
Pennsylvania
|
$215
|
–
|
–
|
–
|
|
|
1013
|
Ancora Advisors
Cleveland,
Ohio
|
$215
|
+$209
|
+1
|
New
|
|
|
1014
|
Chesapeake Asset Management
New York
|
$215
|
+$209
|
+1
|
New
|
|
|
1015
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$3
|
–
|
–
|
–
|
|
|
1016
|
Premier Fund Managers
Guildford,
United Kingdom
|
–
|
-$39.8M
|
-200,000
|
Closed
|
|
|
1017
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$17.1M
|
-86,978
|
Closed
|
|
|
1018
|
1623 Capital
Alexandria,
Virginia
|
–
|
-$12.1M
|
-61,600
|
Closed
|
|
|
1019
|
Holocene Advisors
New York
|
–
|
-$5.57M
|
-28,264
|
Closed
|
|
|
1020
|
Susquehanna Portfolio Strategies
Bala Cynwyd,
Pennsylvania
|
–
|
-$4.38M
|
-22,245
|
Closed
|
|
|
1021
|
|
–
|
-$3.07M
|
-15,597
|
Closed
|
|
|
1022
|
Peak Financial Advisors
Denver,
Colorado
|
–
|
-$2.76M
|
-14,018
|
Closed
|
|
|
1023
|
CenterBook Partners
Greenwich,
Connecticut
|
–
|
-$2.6M
|
-13,217
|
Closed
|
|
|
1024
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
–
|
-$2.05M
|
-10,383
|
Closed
|
|
|
1025
|
SYSTM Wealth Solutions
Chicago,
Illinois
|
–
|
-$1.76M
|
-8,922
|
Closed
|
|
