|
1401
|
Platform Wealth Management
Holladay,
Utah
|
$749K
|
+$721K
|
+1
|
New
|
|
|
1402
|
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
|
$749K
|
+$721K
|
+1
|
New
|
|
|
1403
|
RFG Advisory
Birmingham,
Alabama
|
$749K
|
+$721K
|
+1
|
New
|
|
|
1404
|
RWWM Inc
Rocklin,
California
|
$749K
|
+$721K
|
+1
|
New
|
|
|
1405
|
Simplicity Wealth
Summit,
New Jersey
|
$749K
|
+$721K
|
+1
|
New
|
|
|
1406
|
|
$749K
|
+$721K
|
+1
|
New
|
|
|
1407
|
TritonPoint Partners
Chevy Chase,
Maryland
|
$749K
|
+$721K
|
+1
|
New
|
|
|
1408
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$749K
|
+$721K
|
+1
|
New
|
|
|
1409
|
Fairfax Financial Holdings
Toronto,
Ontario, Canada
|
$749K
|
–
|
–
|
–
|
|
|
1410
|
Lazard Frères Gestion
Paris,
France
|
$748K
|
-$4.33M
|
-6
|
-86%
|
|
|
1411
|
Ferguson Johnson Wealth Management
Rockville,
Maryland
|
$748K
|
–
|
–
|
–
|
|
|
1412
|
PFC Capital Group
Los Angeles,
California
|
$748K
|
–
|
–
|
–
|
|
|
1413
|
Warburton Capital Management
Tulsa,
Oklahoma
|
$748K
|
–
|
–
|
–
|
|
|
1414
|
BCV Asset Management
Winnipeg,
|
$745K
|
–
|
–
|
–
|
|
|
1415
|
Schroder Investment Management Group
London,
United Kingdom
|
$744K
|
–
|
–
|
–
|
|
|
1416
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$744K
|
–
|
–
|
–
|
|
|
1417
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$737K
|
–
|
–
|
–
|
|
|
1418
|
Austin Wealth Management
Austin,
Texas
|
$736K
|
–
|
–
|
–
|
|
|
1419
|
Shepherd Street Advisors
Larkspur,
California
|
$733K
|
–
|
–
|
–
|
|
|
1420
|
Formidable Asset Management
Cincinnati,
Ohio
|
$718K
|
–
|
–
|
–
|
|
|
1421
|
Gallagher Capital Advisors
Argyle,
Texas
|
$653K
|
–
|
–
|
–
|
|
|
1422
|
Wedbush Securities
Los Angeles,
California
|
$293K
|
+$4.33M
|
+6
|
New
|
|
|
1423
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$15K
|
-$2.88M
|
-4
|
-67%
|
|
|
1424
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$7.49K
|
–
|
–
|
–
|
|
|
1425
|
Eagle Harbor Asset Management
Seattle,
Washington
|
–
|
-$421K
|
-879
|
Closed
|
|
