|
601
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$1.19K
|
+$1.17K
|
+6
|
New
|
|
|
602
|
Valued Wealth Advisors
Holladay,
Utah
|
$1K
|
–
|
–
|
–
|
|
|
603
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$992
|
+$586
|
+3
|
+150%
|
|
|
604
|
Principia Wealth Advisory
Dallas,
Texas
|
$992
|
+$976
|
+5
|
New
|
|
|
605
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$793
|
–
|
–
|
–
|
|
|
606
|
Financial Management Professionals
Austin,
Texas
|
$793
|
–
|
–
|
–
|
|
|
607
|
Sachetta
Lynnfield,
Massachusetts
|
$596
|
-$390
|
-2
|
-40%
|
|
|
608
|
Stephens Consulting
Flint,
Michigan
|
$596
|
+$586
|
+3
|
New
|
|
|
609
|
Parkworth Wealth Management
Los Gatos,
California
|
$595
|
–
|
–
|
–
|
|
|
610
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$595
|
+$586
|
+3
|
New
|
|
|
611
|
Hughes Financial Services
Herndon,
Virginia
|
$551
|
+$586
|
+3
|
New
|
|
|
612
|
Highline Wealth Partners
Sherman Oaks,
California
|
$397
|
–
|
–
|
–
|
|
|
613
|
|
$397
|
–
|
–
|
–
|
|
|
614
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$397
|
+$390
|
+2
|
New
|
|
|
615
|
American Capital Advisory
Ketchum,
Idaho
|
$199
|
–
|
–
|
–
|
|
|
616
|
Manchester Capital Management
Manchester,
Vermont
|
$199
|
–
|
–
|
–
|
|
|
617
|
TFC Financial Management
Boston,
Massachusetts
|
$199
|
–
|
–
|
–
|
|
|
618
|
Kilter Group
Rhinebeck,
New York
|
$199
|
+$195
|
+1
|
New
|
|
|
619
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$199
|
+$195
|
+1
|
New
|
|
|
620
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$198
|
+$195
|
+1
|
New
|
|
|
621
|
Castle Hook Partners
New York
|
–
|
-$25.6M
|
-129,928
|
Closed
|
|
|
622
|
Great Lakes Advisors
Chicago,
Illinois
|
–
|
-$14.4M
|
-73,357
|
Closed
|
|
|
623
|
Corebridge Financial
Houston,
Texas
|
–
|
-$14.3M
|
-72,757
|
Closed
|
|
|
624
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
–
|
-$11M
|
-55,840
|
Closed
|
|
|
625
|
Two Sigma Investments
New York
|
–
|
-$10.1M
|
-51,528
|
Closed
|
|
