|
1451
|
Lodestone Wealth Management
Spokane,
Washington
|
$878
|
–
|
–
|
–
|
|
|
1452
|
Westside Investment Management
Santa Monica,
California
|
$878
|
–
|
–
|
–
|
|
|
1453
|
LM Advisors
San Diego,
California
|
$807
|
-$146K
|
-443
|
-65%
|
|
|
1454
|
Meramec Financial Planners
Saint Louis,
Missouri
|
$639
|
–
|
–
|
–
|
|
|
1455
|
SOA Wealth Advisors
New York
|
$625
|
–
|
–
|
–
|
|
|
1456
|
TFC Financial Management
Boston,
Massachusetts
|
$587
|
-$657
|
-2
|
-50%
|
|
|
1457
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$586
|
–
|
–
|
–
|
|
|
1458
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$586
|
–
|
–
|
–
|
|
|
1459
|
TopTier Wealth Management
Muskego,
Wisconsin
|
$586
|
+$657
|
+2
|
New
|
|
|
1460
|
Frazier Financial Advisors
Columbus,
Ohio
|
$303
|
–
|
–
|
–
|
|
|
1461
|
Seneschal Advisors
Tacoma,
Washington
|
$293
|
-$329
|
-1
|
-50%
|
|
|
1462
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$293
|
–
|
–
|
–
|
|
|
1463
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$293
|
–
|
–
|
–
|
|
|
1464
|
Evolution Wealth Management
Fort Myers,
Florida
|
$293
|
–
|
–
|
–
|
|
|
1465
|
Rakuten Securities
Tokyo,
Japan
|
$293
|
–
|
–
|
–
|
|
|
1466
|
Curio Wealth
Annapolis,
Maryland
|
$293
|
+$329
|
+1
|
New
|
|
|
1467
|
First Pacific Financial
Vancouver,
Washington
|
$293
|
+$329
|
+1
|
New
|
|
|
1468
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$293
|
+$329
|
+1
|
New
|
|
|
1469
|
Napier Financial
Braintree,
Massachusetts
|
$293
|
+$329
|
+1
|
New
|
|
|
1470
|
Copia Wealth Management
Bend,
Oregon
|
$19
|
–
|
–
|
–
|
|
|
1471
|
|
–
|
-$1.06B
|
-3,018,586
|
Closed
|
|
|
1472
|
Eminence Capital
New York
|
–
|
-$171M
|
-487,147
|
Closed
|
|
|
1473
|
Locust Wood Capital Advisers
New York
|
–
|
-$49.8M
|
-142,053
|
Closed
|
|
|
1474
|
North Peak Capital Management
New York
|
–
|
-$48.7M
|
-138,991
|
Closed
|
|
|
1475
|
|
–
|
-$46.5M
|
-132,628
|
Closed
|
|
