|
1001
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$3K
|
–
|
–
|
–
|
|
|
1002
|
Schubert & Co
Mckinney,
Texas
|
$3K
|
+$1.22K
|
+10
|
+50%
|
|
|
1003
|
TFO Wealth Partners
Maumee,
Ohio
|
$3K
|
+$4.03K
|
+33
|
New
|
|
|
1004
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$2K
|
-$1.47K
|
-12
|
-44%
|
|
|
1005
|
Enterprise Trust & Investment
Los Gatos,
California
|
$2K
|
+$1.96K
|
+16
|
New
|
|
|
1006
|
Bartlett & Co
Cincinnati,
Ohio
|
$2K
|
+$2.08K
|
+17
|
New
|
|
|
1007
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$2K
|
+$2.44K
|
+20
|
New
|
|
|
1008
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.77K
|
+$2.08K
|
+17
|
New
|
|
|
1009
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$1.46K
|
+$1.71K
|
+14
|
New
|
|
|
1010
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$1K
|
-$9.54K
|
-78
|
-91%
|
|
|
1011
|
Addison Advisors
Middlebury,
Vermont
|
$1K
|
-$856
|
-7
|
-54%
|
|
|
1012
|
Arax Advisory Partners
Denver,
Colorado
|
$1K
|
–
|
–
|
–
|
|
|
1013
|
Aspire Private Capital
Cornelius,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
1014
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
1015
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
1016
|
Investors Research Corp
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
1017
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
1018
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$1K
|
+$1.1K
|
+9
|
+225%
|
|
|
1019
|
Westside Investment Management
Santa Monica,
California
|
$41
|
–
|
–
|
–
|
|
|
1020
|
Jennison Associates
New York
|
–
|
-$107M
|
-816,808
|
Closed
|
|
|
1021
|
Antipodes Partners
Royal Exchange,
Australia
|
–
|
-$43.8M
|
-333,242
|
Closed
|
|
|
1022
|
Polaris Wealth Advisory Group
San Rafael,
California
|
–
|
-$23.7M
|
-183,574
|
Closed
|
|
|
1023
|
Parallax Volatility Advisers
San Francisco,
California
|
–
|
-$16.8M
|
-137,427
|
Closed
|
|
|
1024
|
Liontrust Investment Partners
London,
United Kingdom
|
–
|
-$11.5M
|
-104,965
|
Closed
|
|
|
1025
|
TwinBeech Capital
Purchase,
New York
|
–
|
-$12.3M
|
-93,328
|
Closed
|
|
