|
701
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$769
|
+$786
|
+13
|
New
|
|
|
702
|
Whipplewood Advisors
Littleton,
Colorado
|
$769
|
+$786
|
+13
|
New
|
|
|
703
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$653
|
–
|
–
|
–
|
|
|
704
|
Anchor Investment Management
Columbia,
South Carolina
|
$651
|
–
|
–
|
–
|
|
|
705
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$591
|
+$604
|
+10
|
New
|
|
|
706
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$532
|
–
|
–
|
–
|
|
|
707
|
NBC Securities
Birmingham,
Alabama
|
$489
|
-$516K
|
-8,533
|
-100%
|
|
|
708
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$480
|
+$484
|
+8
|
New
|
|
|
709
|
Global Financial Private Client
Sarasota,
Florida
|
$473
|
+$484
|
+8
|
New
|
|
|
710
|
Valued Wealth Advisors
Holladay,
Utah
|
$414
|
–
|
–
|
–
|
|
|
711
|
Capital A Wealth Management
New Castle,
Pennsylvania
|
$355
|
+$363
|
+6
|
New
|
|
|
712
|
Nova Wealth Management
Bonita Springs,
Florida
|
$355
|
+$363
|
+6
|
New
|
|
|
713
|
Parkworth Wealth Management
Los Gatos,
California
|
$355
|
+$363
|
+6
|
New
|
|
|
714
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$296
|
–
|
–
|
–
|
|
|
715
|
Principia Wealth Advisory
Dallas,
Texas
|
$237
|
+$242
|
+4
|
New
|
|
|
716
|
Winnow Wealth
Waco,
Texas
|
$232
|
+$242
|
+4
|
New
|
|
|
717
|
West Branch Capital
Amherst,
Massachusetts
|
$178
|
–
|
–
|
–
|
|
|
718
|
BOK Financial
Tulsa,
Oklahoma
|
$57
|
–
|
–
|
–
|
|
|
719
|
Covalis Capital
London,
United Kingdom
|
–
|
-$17.6M
|
-290,296
|
Closed
|
|
|
720
|
Weiss Asset Management
Boston,
Massachusetts
|
–
|
-$10.7M
|
-176,385
|
Closed
|
|
|
721
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
–
|
-$8.14M
|
-134,202
|
Closed
|
|
|
722
|
Crestline Management
Fort Worth,
Texas
|
–
|
-$8.06M
|
-132,850
|
Closed
|
|
|
723
|
HITE Hedge Asset Management
Braintree,
Massachusetts
|
–
|
-$7.82M
|
-128,912
|
Closed
|
|
|
724
|
|
–
|
-$5.94M
|
-97,903
|
Closed
|
|
|
725
|
Ellsworth Advisors
Hudson,
Ohio
|
–
|
-$5.58M
|
-91,901
|
Closed
|
|
