|
651
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
652
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$2K
|
–
|
–
|
–
|
|
|
653
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$2K
|
–
|
–
|
–
|
|
|
654
|
Winch Advisory Services
Appleton,
Wisconsin
|
$2K
|
–
|
–
|
–
|
|
|
655
|
KB Financial Partners
Princeton,
New Jersey
|
$2K
|
+$1.79K
|
+34
|
New
|
|
|
656
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$2K
|
+$1.89K
|
+36
|
New
|
|
|
657
|
SouthState Corp
Winter Haven,
Florida
|
$2K
|
+$1.89K
|
+36
|
New
|
|
|
658
|
USA Financial Formulas
Ada,
Michigan
|
$2K
|
+$1.89K
|
+36
|
New
|
|
|
659
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$2K
|
+$1.89K
|
+36
|
New
|
|
|
660
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$2K
|
+$2.31K
|
+44
|
New
|
|
|
661
|
Edge Wealth Management
New York
|
$1K
|
–
|
–
|
–
|
|
|
662
|
TCI Wealth Advisors
Tucson,
Arizona
|
$1K
|
–
|
–
|
–
|
|
|
663
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$1K
|
+$525
|
+10
|
New
|
|
|
664
|
Column Capital Advisors
Indianapolis,
Indiana
|
$1K
|
+$525
|
+10
|
New
|
|
|
665
|
Sierra Capital
Miami,
Florida
|
$1K
|
+$525
|
+10
|
New
|
|
|
666
|
Surevest
Los Angeles,
California
|
$1K
|
+$945
|
+18
|
New
|
|
|
667
|
Schubert & Co
Mckinney,
Texas
|
$1K
|
+$1.16K
|
+22
|
New
|
|
|
668
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$1K
|
+$1.26K
|
+24
|
New
|
|
|
669
|
Standard Family Office
Sioux Falls,
South Dakota
|
$1K
|
+$1.26K
|
+24
|
New
|
|
|
670
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$1K
|
+$1.37K
|
+26
|
New
|
|
|
671
|
Virginia Retirement Systems
Richmond,
Virginia
|
$912
|
–
|
–
|
–
|
|
|
672
|
Brown Brothers Harriman & Co
New York
|
$259
|
–
|
–
|
–
|
|
|
673
|
Westside Investment Management
Santa Monica,
California
|
$112
|
–
|
–
|
–
|
|
|
674
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
–
|
-$13M
|
-261,518
|
Closed
|
|
|
675
|
TwinBeech Capital
Purchase,
New York
|
–
|
-$8.5M
|
-171,140
|
Closed
|
|
