|
101
|
Truvestments Capital
Sarasota,
Florida
|
$186
|
–
|
–
|
–
|
|
|
102
|
SignatureFD
Atlanta,
Georgia
|
$160
|
–
|
–
|
–
|
|
|
103
|
Clearstead Advisors
Cleveland,
Ohio
|
$134
|
+$118
|
+5
|
New
|
|
|
104
|
|
$133
|
–
|
–
|
–
|
|
|
105
|
Fortitude Family Office
Scottsdale,
Arizona
|
$133
|
+$118
|
+5
|
New
|
|
|
106
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$106
|
+$94
|
+4
|
New
|
|
|
107
|
Parallel Advisors
San Francisco,
California
|
$80
|
–
|
–
|
–
|
|
|
108
|
US Bancorp
Minneapolis,
Minnesota
|
$80
|
–
|
–
|
–
|
|
|
109
|
SJS Investment Consulting
Sylvania,
Ohio
|
$80
|
+$47
|
+2
|
+200%
|
|
|
110
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$79
|
–
|
–
|
–
|
|
|
111
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$27
|
–
|
–
|
–
|
|
|
112
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$27
|
–
|
–
|
–
|
|
|
113
|
Game Plan Financial Advisors
Westlake,
Ohio
|
$27
|
–
|
–
|
–
|
|
|
114
|
Rockefeller Capital Management
New York
|
$27
|
–
|
–
|
–
|
|
|
115
|
Sachetta
Lynnfield,
Massachusetts
|
$27
|
–
|
–
|
–
|
|
|
116
|
AmeriFlex Group
Las Vegas,
Nevada
|
$27
|
+$24
|
+1
|
New
|
|
|
117
|
Marnell Management
Farmington Hills,
Michigan
|
–
|
-$694K
|
-32,300
|
Closed
|
|
|
118
|
Citadel Advisors
Miami,
Florida
|
–
|
-$554K
|
-25,800
|
Closed
|
|
|
119
|
ArrowMark Colorado Holdings
Denver,
Colorado
|
–
|
-$395K
|
-18,406
|
Closed
|
|
|
120
|
Odyssean LLC
Darien,
Connecticut
|
–
|
-$209K
|
-9,723
|
Closed
|
|
|
121
|
Byrne Asset Management
Kingston,
New Jersey
|
–
|
-$136K
|
-6,320
|
Closed
|
|
|
122
|
Aquatic Capital Management
Chicago,
Illinois
|
–
|
-$112K
|
-5,216
|
Closed
|
|
|
123
|
Focus Partners Wealth
Boston,
Massachusetts
|
–
|
-$1.09M
|
-596
|
Closed
|
|
|
124
|
Bayban
Bayport,
Minnesota
|
–
|
-$430
|
-20
|
Closed
|
|
|
125
|
Greykasell Wealth Strategies
Danville,
California
|
–
|
-$376
|
-18
|
Closed
|
|
