|
1201
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$2.98K
|
+$3.04K
|
+30
|
New
|
|
|
1202
|
New Millennium Group
Sandy,
Utah
|
$2.88K
|
+$1.32K
|
+13
|
+81%
|
|
|
1203
|
Align Wealth Management
Oklahoma City,
Oklahoma
|
$2.75K
|
+$3.24K
|
+32
|
New
|
|
|
1204
|
Disciplined Investments
Tulsa,
Oklahoma
|
$2.49K
|
-$5.37K
|
-53
|
-68%
|
|
|
1205
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$2.43K
|
-$169K
|
-1,673
|
-6%
|
|
|
1206
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$2.39K
|
+$2.43K
|
+24
|
New
|
|
|
1207
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$2K
|
+$2.03K
|
+20
|
New
|
|
|
1208
|
Headlands Technologies
Chicago,
Illinois
|
$2K
|
+$2.43K
|
+24
|
New
|
|
|
1209
|
Delta Asset Management
Memphis,
Tennessee
|
$1.99K
|
+$2.03K
|
+20
|
New
|
|
|
1210
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$1.76K
|
+$1.62K
|
+16
|
New
|
|
|
1211
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$1.69K
|
–
|
–
|
–
|
|
|
1212
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$1.69K
|
+$1.22K
|
+12
|
+240%
|
|
|
1213
|
Leelyn Smith
Geneva,
Illinois
|
$1.59K
|
–
|
–
|
–
|
|
|
1214
|
Versant Capital Management
Phoenix,
Arizona
|
$1.59K
|
–
|
–
|
–
|
|
|
1215
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$1.59K
|
+$1.62K
|
+16
|
New
|
|
|
1216
|
IFS Advisors
Overland Park,
Kansas
|
$1.19K
|
–
|
–
|
–
|
|
|
1217
|
Retirement Group
San Diego,
California
|
$1K
|
–
|
–
|
–
|
|
|
1218
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
1219
|
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
$995
|
-$5.25M
|
-51,870
|
-100%
|
|
|
1220
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$796
|
–
|
–
|
–
|
|
|
1221
|
Addison Advisors
Middlebury,
Vermont
|
$497
|
–
|
–
|
–
|
|
|
1222
|
TFO Wealth Partners
Maumee,
Ohio
|
$291
|
+$405
|
+4
|
New
|
|
|
1223
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
–
|
-$14.7M
|
-171,112
|
Closed
|
|
|
1224
|
Brookfield Corp
Toronto,
Ontario, Canada
|
–
|
-$13.9M
|
-161,762
|
Closed
|
|
|
1225
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
–
|
-$10.6M
|
-116,537
|
Closed
|
|
