|
1301
|
Nvest Wealth Strategies
Powell,
Ohio
|
$451
|
+$486
|
+3
|
New
|
|
|
1302
|
TopTier Wealth Management
Muskego,
Wisconsin
|
$451
|
+$486
|
+3
|
New
|
|
|
1303
|
Westend Capital Management
Sausalito,
California
|
$451
|
+$486
|
+3
|
New
|
|
|
1304
|
Dunhill Financial
London,
United Kingdom
|
$339
|
+$162
|
+1
|
+100%
|
|
|
1305
|
DecisionPoint Financial
Mesa,
Arizona
|
$301
|
–
|
–
|
–
|
|
|
1306
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
$301
|
+$324
|
+2
|
New
|
|
|
1307
|
Investors Research Corp
Atlanta,
Georgia
|
$301
|
+$324
|
+2
|
New
|
|
|
1308
|
Tradewinds Capital Management
Bellingham,
Washington
|
$301
|
+$324
|
+2
|
New
|
|
|
1309
|
Walsh & Associates
Sarasota,
Florida
|
$301
|
+$324
|
+2
|
New
|
|
|
1310
|
Kerr Financial Planning
Fresno,
California
|
$205
|
+$162
|
+1
|
+100%
|
|
|
1311
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$151
|
–
|
–
|
–
|
|
|
1312
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$151
|
–
|
–
|
–
|
|
|
1313
|
3 Factor Indexing
Sacramento,
California
|
$151
|
+$162
|
+1
|
New
|
|
|
1314
|
First Pacific Financial
Vancouver,
Washington
|
$151
|
+$162
|
+1
|
New
|
|
|
1315
|
Aspect Partners
Fairfax,
Virginia
|
$150
|
–
|
–
|
–
|
|
|
1316
|
Tidemark
San Diego,
California
|
$150
|
+$162
|
+1
|
New
|
|
|
1317
|
Trust Company of Toledo
Holland,
Ohio
|
$150
|
+$162
|
+1
|
New
|
|
|
1318
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$44
|
–
|
–
|
–
|
|
|
1319
|
Ballast Advisors
Woodbury,
Minnesota
|
$1
|
–
|
–
|
–
|
|
|
1320
|
|
–
|
-$747M
|
-4,628,580
|
Closed
|
|
|
1321
|
|
–
|
-$162M
|
-1,005,000
|
Closed
|
|
|
1322
|
Value Aligned Research Advisors
Princeton,
New Jersey
|
–
|
-$116M
|
-716,107
|
Closed
|
|
|
1323
|
Artisan Partners
Milwaukee,
Wisconsin
|
–
|
-$110M
|
-683,228
|
Closed
|
|
|
1324
|
BlueCrest Capital Management
St Helier,
Jersey
|
–
|
-$103M
|
-637,266
|
Closed
|
|
|
1325
|
PointState Capital
New York
|
–
|
-$55.2M
|
-342,360
|
Closed
|
|
