|
301
|
Physician Wealth Advisors
Midvale,
Utah
|
$632
|
–
|
–
|
–
|
|
|
302
|
Caitong International Asset Management
Hong Kong
|
$460
|
–
|
–
|
–
|
|
|
303
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$402
|
+$413
|
+7
|
New
|
|
|
304
|
Binnacle Investments
Urbandale,
Iowa
|
$345
|
+$354
|
+6
|
New
|
|
|
305
|
Root Financial Partners
Encinitas,
California
|
$345
|
+$354
|
+6
|
New
|
|
|
306
|
Crewe Advisors
Salt Lake City,
Utah
|
$288
|
–
|
–
|
–
|
|
|
307
|
Creative Financial Designs
Kokomo,
Indiana
|
$287
|
–
|
–
|
–
|
|
|
308
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$230
|
+$59
|
+1
|
+33%
|
|
|
309
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$208
|
–
|
–
|
–
|
|
|
310
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$182
|
+$177
|
+3
|
New
|
|
|
311
|
Toth Financial Advisory
Leesburg,
Virginia
|
$173
|
+$177
|
+3
|
New
|
|
|
312
|
Wealth Watch Advisors
Englewood,
Colorado
|
$172
|
+$177
|
+3
|
New
|
|
|
313
|
MV Capital Management
Bethesda,
Maryland
|
$115
|
–
|
–
|
–
|
|
|
314
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$114
|
+$118
|
+2
|
New
|
|
|
315
|
American Capital Advisory
Ketchum,
Idaho
|
$58
|
–
|
–
|
–
|
|
|
316
|
SJS Investment Consulting
Sylvania,
Ohio
|
$58
|
+$59
|
+1
|
New
|
|
|
317
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$57
|
+$59
|
+1
|
New
|
|
|
318
|
Tortoise Investment Management
White Plains,
New York
|
$57
|
+$59
|
+1
|
New
|
|
|
319
|
|
–
|
-$83.8M
|
-1,597,598
|
Closed
|
|
|
320
|
Burkehill Global Management
New York
|
–
|
-$13.1M
|
-250,000
|
Closed
|
|
|
321
|
Voloridge Investment Management
Jupiter,
Florida
|
–
|
-$4.27M
|
-81,468
|
Closed
|
|
|
322
|
|
–
|
-$3.18M
|
-53,851
|
Closed
|
|
|
323
|
TwinBeech Capital
Purchase,
New York
|
–
|
-$2.32M
|
-44,203
|
Closed
|
|
|
324
|
Dynamic Technology Lab
Singapore
|
–
|
-$1.41M
|
-26,821
|
Closed
|
|
|
325
|
Capital Group Private Client Services
Los Angeles,
California
|
–
|
-$1.11M
|
-21,135
|
Closed
|
|
