|
1101
|
Delos Wealth Advisors
Dallas,
Texas
|
$9K
|
–
|
–
|
–
|
|
|
1102
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$8K
|
–
|
–
|
–
|
|
|
1103
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$8K
|
+$8.93K
|
+61
|
New
|
|
|
1104
|
Kelly Financial Services
Braintree,
Massachusetts
|
$7.38K
|
–
|
–
|
–
|
|
|
1105
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$7K
|
-$35.6K
|
-243
|
-82%
|
|
|
1106
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$7K
|
-$8.05K
|
-55
|
-50%
|
|
|
1107
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$7K
|
–
|
–
|
–
|
|
|
1108
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$7K
|
–
|
–
|
–
|
|
|
1109
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$7K
|
+$146
|
+1
|
+2%
|
|
|
1110
|
Castleview Partners
Dallas,
Texas
|
$5.28K
|
-$2.2M
|
-15,004
|
-98%
|
|
|
1111
|
Column Capital Advisors
Indianapolis,
Indiana
|
$5K
|
–
|
–
|
–
|
|
|
1112
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$5K
|
–
|
–
|
–
|
|
|
1113
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$4K
|
–
|
–
|
–
|
|
|
1114
|
Antonetti Capital Management
Naples,
Florida
|
$3K
|
-$8.78K
|
-60
|
-75%
|
|
|
1115
|
First Command Advisory Services
Fort Worth,
Texas
|
$3K
|
+$3.22K
|
+22
|
New
|
|
|
1116
|
Winch Advisory Services
Appleton,
Wisconsin
|
$2K
|
–
|
–
|
–
|
|
|
1117
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$2K
|
+$1.76K
|
+12
|
New
|
|
|
1118
|
Lazard Asset Management
New York
|
$1K
|
-$293
|
-2
|
-13%
|
|
|
1119
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
1120
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$1K
|
–
|
–
|
–
|
|
|
1121
|
Pacific Center for Financial Services
San Ramon,
California
|
$1K
|
+$1.61K
|
+11
|
New
|
|
|
1122
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
–
|
-$108M
|
-684,000
|
Closed
|
|
|
1123
|
Cambridge Associates
Boston,
Massachusetts
|
–
|
-$50M
|
-317,216
|
Closed
|
|
|
1124
|
Sowell Financial Services
North Little Rock,
Arkansas
|
–
|
-$7.9M
|
-95,544
|
Closed
|
|
|
1125
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
–
|
-$11.6M
|
-73,650
|
Closed
|
|
