|
626
|
Innovative Advisory Group
Lexington,
Massachusetts
|
$507
|
–
|
–
|
–
|
|
|
627
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$478
|
+$493
|
+18
|
New
|
|
|
628
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$452
|
+$466
|
+17
|
New
|
|
|
629
|
Parkworth Wealth Management
Los Gatos,
California
|
$451
|
–
|
–
|
–
|
|
|
630
|
WestEnd Advisors
Charlotte,
North Carolina
|
$425
|
+$356
|
+13
|
+433%
|
|
|
631
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$424
|
+$438
|
+16
|
New
|
|
|
632
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$398
|
–
|
–
|
–
|
|
|
633
|
Aventura Private Wealth
Aventura,
Florida
|
$373
|
+$384
|
+14
|
New
|
|
|
634
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$372
|
–
|
–
|
–
|
|
|
635
|
West Branch Capital
Amherst,
Massachusetts
|
$372
|
–
|
–
|
–
|
|
|
636
|
Winnow Wealth
Waco,
Texas
|
$356
|
+$137
|
+5
|
+56%
|
|
|
637
|
Rakuten Securities
Tokyo,
Japan
|
$292
|
–
|
–
|
–
|
|
|
638
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$291
|
+$301
|
+11
|
New
|
|
|
639
|
Principia Wealth Advisory
Dallas,
Texas
|
$280
|
-$521
|
-19
|
-63%
|
|
|
640
|
American Capital Advisory
Ketchum,
Idaho
|
$239
|
+$247
|
+9
|
New
|
|
|
641
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$212
|
+$219
|
+8
|
New
|
|
|
642
|
Private Wealth Management Group
Princeton,
New Jersey
|
$186
|
+$110
|
+4
|
+133%
|
|
|
643
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$186
|
+$192
|
+7
|
New
|
|
|
644
|
GoalVest Advisory
New York
|
$186
|
+$192
|
+7
|
New
|
|
|
645
|
Creative Financial Designs
Kokomo,
Indiana
|
$133
|
+$137
|
+5
|
New
|
|
|
646
|
Millennium Management
New York
|
–
|
-$21.1M
|
-771,390
|
Closed
|
|
|
647
|
Park West Asset Management
San Francisco,
California
|
–
|
-$20.2M
|
-737,979
|
Closed
|
|
|
648
|
|
–
|
-$12.8M
|
-467,527
|
Closed
|
|
|
649
|
TwinBeech Capital
Purchase,
New York
|
–
|
-$12.2M
|
-447,155
|
Closed
|
|
|
650
|
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
–
|
-$5.69M
|
-207,700
|
Closed
|
|
