|
1051
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$682
|
–
|
–
|
–
|
|
|
1052
|
Hollencrest Capital Management
Newport Beach,
California
|
$682
|
–
|
–
|
–
|
|
|
1053
|
Trust Company
Manhattan,
Kansas
|
$682
|
–
|
–
|
–
|
|
|
1054
|
Davis Capital Management
Jacksonville,
Florida
|
$682
|
+$390
|
+2
|
+100%
|
|
|
1055
|
Dunhill Financial
London,
United Kingdom
|
$580
|
-$585
|
-3
|
-50%
|
|
|
1056
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$533
|
–
|
–
|
–
|
|
|
1057
|
Kimelman & Baird
New York
|
$512
|
–
|
–
|
–
|
|
|
1058
|
Tradewinds Capital Management
Bellingham,
Washington
|
$512
|
–
|
–
|
–
|
|
|
1059
|
Seneschal Advisors
Tacoma,
Washington
|
$512
|
+$195
|
+1
|
+50%
|
|
|
1060
|
Curio Wealth
Annapolis,
Maryland
|
$512
|
+$585
|
+3
|
New
|
|
|
1061
|
Strategic Wealth Partners
Independence,
Ohio
|
$512
|
+$585
|
+3
|
New
|
|
|
1062
|
Valued Wealth Advisors
Holladay,
Utah
|
$342
|
–
|
–
|
–
|
|
|
1063
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$342
|
+$195
|
+1
|
+100%
|
|
|
1064
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$342
|
+$390
|
+2
|
New
|
|
|
1065
|
Elevated Capital Advisors
Sandy,
Utah
|
$341
|
–
|
–
|
–
|
|
|
1066
|
Portus Wealth Advisors
Charlotte,
North Carolina
|
$341
|
+$390
|
+2
|
New
|
|
|
1067
|
TopTier Wealth Management
Muskego,
Wisconsin
|
$341
|
+$390
|
+2
|
New
|
|
|
1068
|
Caitlin John
Brighton,
Michigan
|
$171
|
–
|
–
|
–
|
|
|
1069
|
SOA Wealth Advisors
New York
|
$171
|
–
|
–
|
–
|
|
|
1070
|
Vision Financial Markets
Stamford,
Connecticut
|
$171
|
–
|
–
|
–
|
|
|
1071
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$171
|
+$195
|
+1
|
New
|
|
|
1072
|
|
–
|
-$497M
|
-2,206,846
|
Closed
|
|
|
1073
|
Capital Research Global Investors
Los Angeles,
California
|
–
|
-$197M
|
-872,634
|
Closed
|
|
|
1074
|
Alyeska Investment Group
Chicago,
Illinois
|
–
|
-$188M
|
-833,268
|
Closed
|
|
|
1075
|
Viking Global Investors
Stamford,
Connecticut
|
–
|
-$140M
|
-619,236
|
Closed
|
|
