|
1101
|
Avion Wealth
The Woodlands,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
1102
|
Rakuten Securities
Tokyo,
Japan
|
$880
|
-$200
|
-3
|
-19%
|
|
|
1103
|
LMR Partners
London,
United Kingdom
|
$880
|
+$866
|
+13
|
New
|
|
|
1104
|
Parkworth Wealth Management
Los Gatos,
California
|
$813
|
+$133
|
+2
|
+20%
|
|
|
1105
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$678
|
–
|
–
|
–
|
|
|
1106
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$678
|
+$666
|
+10
|
New
|
|
|
1107
|
CGC Financial Services
Lake Oswego,
Oregon
|
$677
|
–
|
–
|
–
|
|
|
1108
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$677
|
–
|
–
|
–
|
|
|
1109
|
WestEnd Advisors
Charlotte,
North Carolina
|
$677
|
+$467
|
+7
|
+233%
|
|
|
1110
|
GoalVest Advisory
New York
|
$474
|
+$467
|
+7
|
New
|
|
|
1111
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$339
|
+$333
|
+5
|
New
|
|
|
1112
|
Osterweis Capital Management
San Francisco,
California
|
$339
|
+$333
|
+5
|
New
|
|
|
1113
|
Hoey Investments
Coatesville,
Pennsylvania
|
$271
|
–
|
–
|
–
|
|
|
1114
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$271
|
+$267
|
+4
|
New
|
|
|
1115
|
TFC Financial Management
Boston,
Massachusetts
|
$204
|
–
|
–
|
–
|
|
|
1116
|
Legacy Bridge
West Des Moines,
Iowa
|
$159
|
+$133
|
+2
|
New
|
|
|
1117
|
Caitong International Asset Management
Hong Kong
|
$135
|
-$160K
|
-2,394
|
-100%
|
|
|
1118
|
Burgundy Asset Management
Toronto,
Ontario, Canada
|
–
|
-$94.3M
|
-1,522,625
|
Closed
|
|
|
1119
|
Millennium Management
New York
|
–
|
-$36.9M
|
-553,274
|
Closed
|
|
|
1120
|
Managed Asset Portfolios
Rochester,
Michigan
|
–
|
-$17.7M
|
-286,465
|
Closed
|
|
|
1121
|
Ivy Lane Capital Management
Winter Park,
Florida
|
–
|
-$14.2M
|
-230,000
|
Closed
|
|
|
1122
|
ExodusPoint Capital Management
New York
|
–
|
-$9.28M
|
-149,819
|
Closed
|
|
|
1123
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
–
|
-$9.08M
|
-146,508
|
Closed
|
|
|
1124
|
Jessup Wealth Management
Dayton,
Ohio
|
–
|
-$7.84M
|
-126,598
|
Closed
|
|
|
1125
|
Aware Super
Sydney,
Australia
|
–
|
-$6.11M
|
-98,661
|
Closed
|
|
