|
1001
|
BankPlus Trust Department
Jackson,
Mississippi
|
$1.57K
|
+$1.64K
|
+11
|
New
|
|
|
1002
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
$1.57K
|
+$1.64K
|
+11
|
New
|
|
|
1003
|
Legacy Investment Solutions
Meridian,
Idaho
|
$1.47K
|
–
|
–
|
–
|
|
|
1004
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$1.47K
|
–
|
–
|
–
|
|
|
1005
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$1.43K
|
–
|
–
|
–
|
|
|
1006
|
Principia Wealth Advisory
Dallas,
Texas
|
$1.43K
|
+$1.49K
|
+10
|
New
|
|
|
1007
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$1.29K
|
–
|
–
|
–
|
|
|
1008
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.14K
|
+$1.19K
|
+8
|
New
|
|
|
1009
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$1.14K
|
+$1.19K
|
+8
|
New
|
|
|
1010
|
Measured Risk Portfolios
San Diego,
California
|
$1.14K
|
+$1.19K
|
+8
|
New
|
|
|
1011
|
Global Financial Private Client
Sarasota,
Florida
|
$1K
|
+$1.04K
|
+7
|
New
|
|
|
1012
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
-$197K
|
-1,324
|
-100%
|
|
|
1013
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1K
|
+$1.64K
|
+11
|
New
|
|
|
1014
|
Chesapeake Asset Management
New York
|
$714
|
–
|
–
|
–
|
|
|
1015
|
Larson Financial Group
St Louis,
Missouri
|
$572
|
-$5.21K
|
-35
|
-90%
|
|
|
1016
|
NVWM LLC
Yardley,
Pennsylvania
|
$572
|
–
|
–
|
–
|
|
|
1017
|
Parkworth Wealth Management
Los Gatos,
California
|
$572
|
+$596
|
+4
|
New
|
|
|
1018
|
Crewe Advisors
Salt Lake City,
Utah
|
$429
|
-$34.3K
|
-230
|
-99%
|
|
|
1019
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$429
|
–
|
–
|
–
|
|
|
1020
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$429
|
+$447
|
+3
|
New
|
|
|
1021
|
WestEnd Advisors
Charlotte,
North Carolina
|
$143
|
–
|
–
|
–
|
|
|
1022
|
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
–
|
-$139M
|
-972,857
|
Closed
|
|
|
1023
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
–
|
-$23.7M
|
-156,706
|
Closed
|
|
|
1024
|
Davidson Kempner Capital Management
New York
|
–
|
-$16.6M
|
-110,000
|
Closed
|
|
|
1025
|
Junto Capital Management
New York
|
–
|
-$16.1M
|
-106,313
|
Closed
|
|
