|
1001
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$543K
|
–
|
–
|
–
|
|
|
1002
|
Advantage Trust Company
Salina,
Kansas
|
$543K
|
+$534K
|
+1
|
New
|
|
|
1003
|
Advisor Resource Council
Dallas,
Texas
|
$543K
|
+$534K
|
+1
|
New
|
|
|
1004
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$543K
|
+$534K
|
+1
|
New
|
|
|
1005
|
Centennial Bank
Conway,
Arkansas
|
$543K
|
+$534K
|
+1
|
New
|
|
|
1006
|
Concentric Wealth Management
Lafayette,
California
|
$543K
|
+$534K
|
+1
|
New
|
|
|
1007
|
FF Advisors
Manhattan Beach,
California
|
$543K
|
+$534K
|
+1
|
New
|
|
|
1008
|
Fisher Asset Management
Camas,
Washington
|
$543K
|
+$534K
|
+1
|
New
|
|
|
1009
|
Hanover Advisors
Seneca,
South Carolina
|
$543K
|
+$534K
|
+1
|
New
|
|
|
1010
|
Icon Wealth Advisors
Houston,
Texas
|
$543K
|
+$534K
|
+1
|
New
|
|
|
1011
|
Lantern Wealth Advisors
Melville,
New York
|
$543K
|
+$534K
|
+1
|
New
|
|
|
1012
|
Legal Advantage Investments
Los Altos Hills,
California
|
$543K
|
+$534K
|
+1
|
New
|
|
|
1013
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$543K
|
+$534K
|
+1
|
New
|
|
|
1014
|
MN Wealth Advisors
Overland Park,
Kansas
|
$543K
|
+$534K
|
+1
|
New
|
|
|
1015
|
Motiv8 Investments
Port St. Lucie,
Florida
|
$543K
|
+$534K
|
+1
|
New
|
|
|
1016
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$543K
|
+$534K
|
+1
|
New
|
|
|
1017
|
Schonfeld Strategic Advisors
New York
|
$543K
|
+$534K
|
+1
|
New
|
|
|
1018
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$543K
|
+$534K
|
+1
|
New
|
|
|
1019
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$543K
|
+$534K
|
+1
|
New
|
|
|
1020
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$543K
|
+$534K
|
+1
|
New
|
|
|
1021
|
Visionary Horizons
Knoxville,
Tennessee
|
$543K
|
+$534K
|
+1
|
New
|
|
|
1022
|
Vista Investment Partners
Oklahoma City,
Oklahoma
|
$543K
|
+$534K
|
+1
|
New
|
|
|
1023
|
Shapiro Capital Management
Atlanta,
Georgia
|
$543K
|
+$53.4M
|
+100
|
New
|
|
|
1024
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$543K
|
-$534K
|
-1
|
-50%
|
|
|
1025
|
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
$542K
|
–
|
–
|
–
|
|
