|
1001
|
Hartford Financial Management
Hartford,
Connecticut
|
$12K
|
+$105
|
+2
|
+0.9%
|
|
|
1002
|
City Holding Co
Charleston,
West Virginia
|
$11K
|
–
|
–
|
–
|
|
|
1003
|
St. Johns Investment Management
Jacksonville,
Florida
|
$11K
|
–
|
–
|
–
|
|
|
1004
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$11K
|
+$105
|
+2
|
+1%
|
|
|
1005
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$11K
|
+$10.4K
|
+198
|
New
|
|
|
1006
|
Security National Trust
Wheeling,
West Virginia
|
$9K
|
-$8.26K
|
-157
|
-49%
|
|
|
1007
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$8K
|
-$216K
|
-4,100
|
-96%
|
|
|
1008
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$8K
|
-$18.3K
|
-348
|
-70%
|
|
|
1009
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$7K
|
–
|
–
|
–
|
|
|
1010
|
TrueWealth LLC
Atlanta,
Georgia
|
$7K
|
+$53
|
+1
|
+0.9%
|
|
|
1011
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$7K
|
+$53
|
+1
|
+0.9%
|
|
|
1012
|
American Research & Management Company
Marion,
Massachusetts
|
$6K
|
–
|
–
|
–
|
|
|
1013
|
Community Bank
Dewitt,
New York
|
$6K
|
–
|
–
|
–
|
|
|
1014
|
|
$6K
|
+$5.26K
|
+100
|
New
|
|
|
1015
|
MV Capital Management
Bethesda,
Maryland
|
$5K
|
–
|
–
|
–
|
|
|
1016
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$5K
|
–
|
–
|
–
|
|
|
1017
|
Winch Advisory Services
Appleton,
Wisconsin
|
$5K
|
+$4.32K
|
+82
|
New
|
|
|
1018
|
Western Asset Management Company
Pasadena,
California
|
$2K
|
+$1.37K
|
+26
|
New
|
|
|
1019
|
Westside Investment Management
Santa Monica,
California
|
$1.81K
|
-$29.7K
|
-565
|
-2%
|
|
|
1020
|
Price Wealth
Austin,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
1021
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
1022
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$1K
|
–
|
–
|
–
|
|
|
1023
|
Pershing Square Capital Management
New York
|
–
|
-$25M
|
-548,526
|
Closed
|
|
|
1024
|
Maverick Capital
Dallas,
Texas
|
–
|
-$22.3M
|
-488,431
|
Closed
|
|
|
1025
|
Twin Tree Management
Dallas,
Texas
|
–
|
-$21.2M
|
-402,966
|
Closed
|
|
