|
1001
|
Zuckerman Investment Group
Chicago,
Illinois
|
$529K
|
–
|
–
|
–
|
|
|
1002
|
Bank of the West
Monterey Park,
California
|
$529K
|
+$485K
|
+1
|
New
|
|
|
1003
|
BlueCrest Capital Management
St Helier,
Jersey
|
$529K
|
+$485K
|
+1
|
New
|
|
|
1004
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$529K
|
+$485K
|
+1
|
New
|
|
|
1005
|
Clarkston Capital Partners
Rochester,
Michigan
|
$529K
|
+$485K
|
+1
|
New
|
|
|
1006
|
Cohen Capital Management
Corte Madera,
California
|
$529K
|
+$485K
|
+1
|
New
|
|
|
1007
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$529K
|
+$485K
|
+1
|
New
|
|
|
1008
|
Eudaimonia Partners
Winchester,
Tennessee
|
$529K
|
+$485K
|
+1
|
New
|
|
|
1009
|
First Bank & Trust
Brookings,
South Dakota
|
$529K
|
+$485K
|
+1
|
New
|
|
|
1010
|
|
$529K
|
+$485K
|
+1
|
New
|
|
|
1011
|
Klingman & Associates
New York
|
$529K
|
+$485K
|
+1
|
New
|
|
|
1012
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$529K
|
+$485K
|
+1
|
New
|
|
|
1013
|
Meeder Asset Management
Dublin,
Ohio
|
$529K
|
+$485K
|
+1
|
New
|
|
|
1014
|
|
$529K
|
+$485K
|
+1
|
New
|
|
|
1015
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$529K
|
+$485K
|
+1
|
New
|
|
|
1016
|
RMR Wealth Builders
Montclair,
New Jersey
|
$529K
|
+$485K
|
+1
|
New
|
|
|
1017
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$529K
|
+$485K
|
+1
|
New
|
|
|
1018
|
Welch & Forbes
Boston,
Massachusetts
|
$529K
|
+$485K
|
+1
|
New
|
|
|
1019
|
X-Square Capital
Guaynabo,
Puerto Rico
|
$529K
|
+$48.1M
|
+99
|
+9,900%
|
|
|
1020
|
Focus Financial Network
Minneapolis,
Minnesota
|
$529K
|
-$485K
|
-1
|
-50%
|
|
|
1021
|
Abacus Wealth Partners
Santa Monica,
California
|
$529K
|
–
|
–
|
–
|
|
|
1022
|
Advus Financial Partners
Winter Park,
Florida
|
$529K
|
–
|
–
|
–
|
|
|
1023
|
Clare Market Investments
Dallas,
Texas
|
$529K
|
–
|
–
|
–
|
|
|
1024
|
|
$529K
|
–
|
–
|
–
|
|
|
1025
|
HughesLittle Investment Management
Vancouver,
|
$529K
|
–
|
–
|
–
|
|
