|
1001
|
Byrne Asset Management
Kingston,
New Jersey
|
$355
|
–
|
–
|
–
|
|
|
1002
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$355
|
–
|
–
|
–
|
|
|
1003
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$355
|
–
|
–
|
–
|
|
|
1004
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$355
|
–
|
–
|
–
|
|
|
1005
|
TFO Wealth Partners
Maumee,
Ohio
|
$355
|
–
|
–
|
–
|
|
|
1006
|
Tucker Asset Management
Littleton,
Colorado
|
$266
|
-$912
|
-11
|
-79%
|
|
|
1007
|
POM Investment Strategies
Raleigh,
North Carolina
|
$266
|
–
|
–
|
–
|
|
|
1008
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$187
|
+$166
|
+2
|
New
|
|
|
1009
|
Frazier Financial Advisors
Columbus,
Ohio
|
$178
|
-$2.16K
|
-26
|
-93%
|
|
|
1010
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$155
|
+$166
|
+2
|
New
|
|
|
1011
|
Bear Mountain Capital
Seattle,
Washington
|
$91
|
–
|
–
|
–
|
|
|
1012
|
Richardson Financial Services
Medway,
Massachusetts
|
$89
|
-$249
|
-3
|
-75%
|
|
|
1013
|
Castleview Partners
Dallas,
Texas
|
$89
|
–
|
–
|
–
|
|
|
1014
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$89
|
–
|
–
|
–
|
|
|
1015
|
Intact Investment Management
Montreal,
Quebec, Canada
|
$89
|
–
|
–
|
–
|
|
|
1016
|
SJS Investment Consulting
Sylvania,
Ohio
|
$89
|
–
|
–
|
–
|
|
|
1017
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$89
|
+$83
|
+1
|
New
|
|
|
1018
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$89
|
+$83
|
+1
|
New
|
|
|
1019
|
TD Capital Management
Memphis,
Tennessee
|
$89
|
+$83
|
+1
|
New
|
|
|
1020
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$2
|
–
|
–
|
–
|
|
|
1021
|
Swedbank
Stockholm,
Sweden
|
–
|
-$211M
|
-2,569,751
|
Closed
|
|
|
1022
|
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
–
|
-$103M
|
-1,273,670
|
Closed
|
|
|
1023
|
Generation Investment Management
London,
United Kingdom
|
–
|
-$74.1M
|
-901,343
|
Closed
|
|
|
1024
|
Intermede Investment Partners
London,
United Kingdom
|
–
|
-$73M
|
-887,631
|
Closed
|
|
|
1025
|
Harding Loevner
Bridgewater,
New Jersey
|
–
|
-$31.4M
|
-381,648
|
Closed
|
|
