|
201
|
Allworth Financial
Folsom,
California
|
$12.5K
|
–
|
–
|
–
|
|
|
202
|
WealthCollab
Bellevue,
Washington
|
$12K
|
+$11.1K
|
+500
|
New
|
|
|
203
|
Raffa Wealth Management
Washington,
District of Columbia
|
$10.3K
|
–
|
–
|
–
|
|
|
204
|
Catalyst Funds Management
Sydney NSW,
Australia
|
$9.62K
|
+$8.91K
|
+400
|
New
|
|
|
205
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$6.24K
|
–
|
–
|
–
|
|
|
206
|
Steward Partners Investment Advisory
New York
|
$4.04K
|
–
|
–
|
–
|
|
|
207
|
|
$3.37K
|
+$535
|
+24
|
+21%
|
|
|
208
|
WhitTier Trust Company
Reno,
Nevada
|
$3.29K
|
–
|
–
|
–
|
|
|
209
|
Private Wealth Management Group
Princeton,
New Jersey
|
$2.5K
|
–
|
–
|
–
|
|
|
210
|
Farther Finance Advisors
San Francisco,
California
|
$2.29K
|
-$89
|
-4
|
-4%
|
|
|
211
|
Lindbrook Capital
Calabasas,
California
|
$2.24K
|
–
|
–
|
–
|
|
|
212
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
-$1.47K
|
-66
|
-46%
|
|
|
213
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$574
|
+$512
|
+23
|
New
|
|
|
214
|
Avior Wealth Management
Omaha,
Nebraska
|
$481
|
+$446
|
+20
|
New
|
|
|
215
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$457
|
-$312
|
-14
|
-42%
|
|
|
216
|
GAMMA Investing
Foster City,
California
|
$313
|
–
|
–
|
–
|
|
|
217
|
Blue Trust Inc
Alpharetta,
Georgia
|
$265
|
-$356
|
-16
|
-59%
|
|
|
218
|
Rothschild Investment LLC
Chicago,
Illinois
|
$241
|
+$223
|
+10
|
New
|
|
|
219
|
Permian Investment Partners
Dallas,
Texas
|
–
|
-$64.1M
|
-2,786,056
|
Closed
|
|
|
220
|
Weiss Multi-Strategy Advisers
New York
|
–
|
-$26.7M
|
-1,161,235
|
Closed
|
|
|
221
|
|
–
|
-$23.8M
|
-1,034,048
|
Closed
|
|
|
222
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
–
|
-$12.1M
|
-526,400
|
Closed
|
|
|
223
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
–
|
-$9.54M
|
-415,000
|
Closed
|
|
|
224
|
Penn Capital Management
Philadelphia,
Pennsylvania
|
–
|
-$7.46M
|
-323,194
|
Closed
|
|
|
225
|
Lumbard & Kellner
Hollis,
New Hampshire
|
–
|
-$4.55M
|
-198,031
|
Closed
|
|
