|
1301
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$1.71K
|
–
|
–
|
–
|
|
|
1302
|
Everence Capital Management
Goshen,
Indiana
|
$1.62K
|
+$369K
|
+6,700
|
+29%
|
|
|
1303
|
Bogart Wealth LLC
Mclean,
Virginia
|
$1.55K
|
–
|
–
|
–
|
|
|
1304
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
$1.37K
|
–
|
–
|
–
|
|
|
1305
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$1.1K
|
–
|
–
|
–
|
|
|
1306
|
Perkins Coie Trust Company
Seattle,
Washington
|
$1.05K
|
+$1.05K
|
+19
|
New
|
|
|
1307
|
HBC Financial Services
Seattle,
Washington
|
$1K
|
–
|
–
|
–
|
|
|
1308
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
1309
|
Avion Wealth
The Woodlands,
Texas
|
$1K
|
+$1.05K
|
+19
|
+158%
|
|
|
1310
|
True Wealth Design
Akron,
Ohio
|
$939
|
-$983K
|
-17,856
|
-100%
|
|
|
1311
|
TFO Wealth Partners
Maumee,
Ohio
|
$895
|
–
|
–
|
–
|
|
|
1312
|
Rise Advisors
Rochester,
New York
|
$862
|
–
|
–
|
–
|
|
|
1313
|
PSI Advisors
Tampa,
Florida
|
$331
|
–
|
–
|
–
|
|
|
1314
|
Highline Wealth Partners
Sherman Oaks,
California
|
$167
|
–
|
–
|
–
|
|
|
1315
|
Optiver Holding
Amsterdam,
Netherlands
|
$55
|
+$55
|
+1
|
New
|
|
|
1316
|
Clean Energy Transition
London,
United Kingdom
|
–
|
-$50.6M
|
-1,017,452
|
Closed
|
|
|
1317
|
Causeway Capital Management
Los Angeles,
California
|
–
|
-$37.5M
|
-754,096
|
Closed
|
|
|
1318
|
Virginia Retirement Systems
Richmond,
Virginia
|
–
|
-$20.8M
|
-419,106
|
Closed
|
|
|
1319
|
NFJ Investment Group
Dallas,
Texas
|
–
|
-$12.1M
|
-243,692
|
Closed
|
|
|
1320
|
Canoe Financial
Calgary,
Alberta, Canada
|
–
|
-$9.95M
|
-200,050
|
Closed
|
|
|
1321
|
Prostatis Group
Hanover,
Maryland
|
–
|
-$150K
|
-149,727
|
Closed
|
|
|
1322
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
–
|
-$5.04M
|
-101,291
|
Closed
|
|
|
1323
|
Veritable
Wilmington,
Delaware
|
–
|
-$2.24M
|
-45,060
|
Closed
|
|
|
1324
|
Zurich Insurance Group
Zurich,
Switzerland
|
–
|
-$1.76M
|
-35,500
|
Closed
|
|
|
1325
|
M Holdings Securities
Portland,
Oregon
|
–
|
-$1.62M
|
-32,593
|
Closed
|
|
