|
1001
|
Venturi Wealth Management
Austin,
Texas
|
$1.37K
|
+$1.22K
|
+21
|
New
|
|
|
1002
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$1.37K
|
–
|
–
|
–
|
|
|
1003
|
Global Financial Private Client
Sarasota,
Florida
|
$1.3K
|
+$1.17K
|
+20
|
New
|
|
|
1004
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
-$58
|
-1
|
-11%
|
|
|
1005
|
Asset Dedication LLC
San Francisco,
California
|
$1K
|
–
|
–
|
–
|
|
|
1006
|
City State Bank
Norwalk,
Iowa
|
$1K
|
–
|
–
|
–
|
|
|
1007
|
True Wealth Design
Akron,
Ohio
|
$980
|
+$408
|
+7
|
+88%
|
|
|
1008
|
Creekmur Asset Management
Morton,
Illinois
|
$980
|
+$874
|
+15
|
New
|
|
|
1009
|
NVWM LLC
Yardley,
Pennsylvania
|
$920
|
+$815
|
+14
|
New
|
|
|
1010
|
TFC Financial Management
Boston,
Massachusetts
|
$915
|
–
|
–
|
–
|
|
|
1011
|
Retirement Group
San Diego,
California
|
$849
|
–
|
–
|
–
|
|
|
1012
|
Elevation Wealth Partners
Santa Rosa,
California
|
$654
|
+$582
|
+10
|
New
|
|
|
1013
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$588
|
–
|
–
|
–
|
|
|
1014
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$588
|
+$524
|
+9
|
New
|
|
|
1015
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$460
|
+$408
|
+7
|
New
|
|
|
1016
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$457
|
–
|
–
|
–
|
|
|
1017
|
TFO Wealth Partners
Maumee,
Ohio
|
$457
|
–
|
–
|
–
|
|
|
1018
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$327
|
-$5.07K
|
-87
|
-95%
|
|
|
1019
|
Abich Financial Wealth Management
Ashburn,
Virginia
|
$261
|
+$233
|
+4
|
New
|
|
|
1020
|
Clean Energy Transition
London,
United Kingdom
|
–
|
-$125M
|
-2,160,879
|
Closed
|
|
|
1021
|
TPG GP A
Fort Worth,
Texas
|
–
|
-$61.7M
|
-1,070,942
|
Closed
|
|
|
1022
|
ExodusPoint Capital Management
New York
|
–
|
-$50.6M
|
-878,485
|
Closed
|
|
|
1023
|
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
–
|
-$50.3M
|
-872,924
|
Closed
|
|
|
1024
|
Lord, Abbett & Co
Jersey City,
New Jersey
|
–
|
-$47.7M
|
-828,340
|
Closed
|
|
|
1025
|
Appian Way Asset Management
New York
|
–
|
-$30.7M
|
-532,300
|
Closed
|
|
