|
2201
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$10K
|
+$60
|
+1
|
+0.6%
|
|
|
2202
|
Litman Gregory Wealth Management
Larkspur,
California
|
$10K
|
+$9.57K
|
+159
|
New
|
|
|
2203
|
Catalyst Private Wealth
San Mateo,
California
|
$10K
|
+$10.3K
|
+171
|
New
|
|
|
2204
|
First Command Advisory Services
Fort Worth,
Texas
|
$9K
|
+$8.85K
|
+147
|
New
|
|
|
2205
|
Ironwood Financial
Tucson,
Arizona
|
$7K
|
–
|
–
|
–
|
|
|
2206
|
BNC Wealth Management
Beaverton,
Oregon
|
$7K
|
+$7.22K
|
+120
|
New
|
|
|
2207
|
tru Independence
Portland,
Oregon
|
$6K
|
-$61.8M
|
-1,027,472
|
-100%
|
|
|
2208
|
Rational Advisors
Huntington,
New York
|
$6K
|
-$4.51K
|
-75
|
-45%
|
|
|
2209
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$6K
|
–
|
–
|
–
|
|
|
2210
|
Permanens Capital
New York
|
$6K
|
–
|
–
|
–
|
|
|
2211
|
Horan Securities
Cincinnati,
United States
|
$6K
|
+$5K
|
+83
|
+553%
|
|
|
2212
|
Bourgeon Capital Management
Darien,
Connecticut
|
$4K
|
–
|
–
|
–
|
|
|
2213
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$3K
|
–
|
–
|
–
|
|
|
2214
|
USA Financial Formulas
Ada,
Michigan
|
$3K
|
+$2.47K
|
+41
|
+315%
|
|
|
2215
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2K
|
-$1.19M
|
-19,819
|
-100%
|
|
|
2216
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
2217
|
Globeflex Capital
San Diego,
California
|
$2K
|
–
|
–
|
–
|
|
|
2218
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$1K
|
–
|
–
|
–
|
|
|
2219
|
Provident Wealth Management
Brentwood,
Tennessee
|
$1K
|
+$1.38K
|
+23
|
New
|
|
|
2220
|
Senator Investment Group
New York
|
–
|
-$8.9M
|
-2,500,000
|
Closed
|
|
|
2221
|
MUFG Securities EMEA
London,
United Kingdom
|
–
|
-$120M
|
-2,033,000
|
Closed
|
|
|
2222
|
Arrowstreet Capital
Boston,
Massachusetts
|
–
|
-$64.2M
|
-1,092,148
|
Closed
|
|
|
2223
|
|
–
|
-$61.9M
|
-1,052,049
|
Closed
|
|
|
2224
|
Sphera Funds Management
Tel Aviv,
Israel
|
–
|
-$41.2M
|
-700,000
|
Closed
|
|
|
2225
|
|
–
|
-$38.8M
|
-660,374
|
Closed
|
|
