|
1201
|
Truvestments Capital
Sarasota,
Florida
|
$3K
|
+$3.22K
|
+32
|
New
|
|
|
1202
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$3K
|
+$4.03K
|
+40
|
New
|
|
|
1203
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$2.73K
|
-$4.93K
|
-49
|
-64%
|
|
|
1204
|
Global Financial Private Client
Sarasota,
Florida
|
$2.36K
|
–
|
–
|
–
|
|
|
1205
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2K
|
–
|
–
|
–
|
|
|
1206
|
First Bank & Trust
Brookings,
South Dakota
|
$2K
|
–
|
–
|
–
|
|
|
1207
|
Creative Financial Designs
Kokomo,
Indiana
|
$2K
|
+$1.91K
|
+19
|
New
|
|
|
1208
|
Freestone Capital Holdings
Seattle,
Washington
|
$1.15K
|
+$260K
|
+2,577
|
+28%
|
|
|
1209
|
USA Financial Formulas
Ada,
Michigan
|
$1K
|
-$3.35M
|
-33,252
|
-100%
|
|
|
1210
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$1K
|
-$3.12K
|
-31
|
-67%
|
|
|
1211
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1K
|
-$302
|
-3
|
-20%
|
|
|
1212
|
Perkins Coie Trust Company
Seattle,
Washington
|
$1K
|
–
|
–
|
–
|
|
|
1213
|
Procyon Advisors
Shelton,
Connecticut
|
$1K
|
–
|
–
|
–
|
|
|
1214
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$1K
|
+$1.01K
|
+10
|
New
|
|
|
1215
|
tru Independence
Portland,
Oregon
|
$743
|
+$11.9K
|
+118
|
+2%
|
|
|
1216
|
Westside Investment Management
Santa Monica,
California
|
$41
|
–
|
–
|
–
|
|
|
1217
|
Eagle Capital Management (New York)
New York
|
–
|
-$150M
|
-1,576,103
|
Closed
|
|
|
1218
|
Westfield Capital Management
Boston,
Massachusetts
|
–
|
-$67M
|
-705,628
|
Closed
|
|
|
1219
|
Carmignac Gestion
Paris,
France
|
–
|
-$35.8M
|
-376,436
|
Closed
|
|
|
1220
|
Valinor Management
New York
|
–
|
-$27.3M
|
-287,404
|
Closed
|
|
|
1221
|
Summit Partners Public Asset Management
Boston,
Massachusetts
|
–
|
-$26.8M
|
-282,525
|
Closed
|
|
|
1222
|
Woodline Partners
San Francisco,
California
|
–
|
-$20.4M
|
-214,400
|
Closed
|
|
|
1223
|
Columbus Circle Investors
|
–
|
-$18.9M
|
-199,399
|
Closed
|
|
|
1224
|
Railway Pension Investments
London,
United Kingdom
|
–
|
-$10.8M
|
-114,000
|
Closed
|
|
|
1225
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
–
|
-$6.07M
|
-63,922
|
Closed
|
|
