|
201
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.18K
|
–
|
–
|
–
|
|
|
202
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$4.76K
|
–
|
–
|
–
|
|
|
203
|
US Bancorp
Minneapolis,
Minnesota
|
$4.7K
|
–
|
–
|
–
|
|
|
204
|
Arax Advisory Partners
Denver,
Colorado
|
$3.96K
|
–
|
–
|
–
|
|
|
205
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$3.17K
|
+$1.75K
|
+100
|
+100%
|
|
|
206
|
CVA Family Office
Denver,
Colorado
|
$3.14K
|
–
|
–
|
–
|
|
|
207
|
Kelleher Financial Advisors
New York
|
$2.51K
|
+$2.77K
|
+158
|
New
|
|
|
208
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$2.28K
|
+$403
|
+23
|
+19%
|
|
|
209
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$1.68K
|
–
|
–
|
–
|
|
|
210
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.48K
|
–
|
–
|
–
|
|
|
211
|
Investors Portfolio Services
Puyallup,
Washington
|
$1.25K
|
+$1.38K
|
+79
|
New
|
|
|
212
|
Physician Wealth Advisors
Midvale,
Utah
|
$1.19K
|
+$578
|
+33
|
+79%
|
|
|
213
|
Godfrey Financial Associates
Glenmont,
New York
|
$856
|
–
|
–
|
–
|
|
|
214
|
Decker Retirement Planning
Levi,
Utah
|
$619
|
–
|
–
|
–
|
|
|
215
|
Swan Capital
Pensacola,
Florida
|
$555
|
+$263
|
+15
|
+75%
|
|
|
216
|
Winch Advisory Services
Appleton,
Wisconsin
|
$306
|
–
|
–
|
–
|
|
|
217
|
Global Retirement Partners
San Rafael,
California
|
$222
|
+$245
|
+14
|
New
|
|
|
218
|
Intesa Sanpaolo SpA.
Turin,
Italy
|
$158
|
–
|
–
|
–
|
|
|
219
|
Danske Bank
Copenhagen K,
Denmark
|
$32
|
–
|
–
|
–
|
|
|
220
|
Woodline Partners
San Francisco,
California
|
–
|
-$18.6M
|
-1,043,929
|
Closed
|
|
|
221
|
Intact Investment Management
Montreal,
Quebec, Canada
|
–
|
-$5.79M
|
-325,400
|
Closed
|
|
|
222
|
|
–
|
-$1.23M
|
-68,920
|
Closed
|
|
|
223
|
Point Nemo Capital
Dripping Springs,
Texas
|
–
|
-$1.15M
|
-64,506
|
Closed
|
|
|
224
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
–
|
-$952K
|
-53,533
|
Closed
|
|
|
225
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
–
|
-$727K
|
-40,849
|
Closed
|
|
