|
801
|
Summit Wealth Group
White River Junction,
Vermont
|
$4K
|
–
|
–
|
–
|
|
|
802
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$4K
|
+$3.46K
|
+17
|
New
|
|
|
803
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$4K
|
+$3.67K
|
+18
|
New
|
|
|
804
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$3.52K
|
–
|
–
|
–
|
|
|
805
|
KB Financial Partners
Princeton,
New Jersey
|
$3K
|
–
|
–
|
–
|
|
|
806
|
Standard Family Office
Sioux Falls,
South Dakota
|
$3K
|
–
|
–
|
–
|
|
|
807
|
Versant Capital Management
Phoenix,
Arizona
|
$3K
|
–
|
–
|
–
|
|
|
808
|
West Paces Advisors
Atlanta,
Georgia
|
$2.48K
|
+$2.45K
|
+12
|
New
|
|
|
809
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$2K
|
–
|
–
|
–
|
|
|
810
|
Better Money Decisions
Santa Fe,
New Mexico
|
$2K
|
–
|
–
|
–
|
|
|
811
|
ClariVest Asset Management
San Diego,
California
|
$2K
|
–
|
–
|
–
|
|
|
812
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$2K
|
–
|
–
|
–
|
|
|
813
|
Wealth Quarterback
Toms River,
New Jersey
|
$2K
|
+$1.63K
|
+8
|
New
|
|
|
814
|
Global Financial Private Client
Sarasota,
Florida
|
$1.06K
|
–
|
–
|
–
|
|
|
815
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1K
|
-$16.9K
|
-83
|
-92%
|
|
|
816
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1K
|
–
|
–
|
–
|
|
|
817
|
PEAK6 Investments
Chicago,
Illinois
|
$1K
|
+$611
|
+3
|
New
|
|
|
818
|
Strategic Blueprint
Atlanta,
Georgia
|
$1K
|
+$611
|
+3
|
New
|
|
|
819
|
SOA Wealth Advisors
New York
|
$1K
|
+$1.02K
|
+5
|
+125%
|
|
|
820
|
Wolff Wiese Magana
Carslbad,
California
|
$1K
|
+$1.22K
|
+6
|
New
|
|
|
821
|
Globeflex Capital
San Diego,
California
|
$1K
|
+$1.43K
|
+7
|
New
|
|
|
822
|
WestEnd Advisors
Charlotte,
North Carolina
|
$413
|
–
|
–
|
–
|
|
|
823
|
Westside Investment Management
Santa Monica,
California
|
$52
|
–
|
–
|
–
|
|
|
824
|
Viking Global Investors
Stamford,
Connecticut
|
–
|
-$282M
|
-1,498,742
|
Closed
|
|
|
825
|
Vaughan Nelson Investment Management
Houston,
Texas
|
–
|
-$103M
|
-544,986
|
Closed
|
|
