|
326
|
Baystate Wealth Management
Boston,
Massachusetts
|
$1.58K
|
–
|
–
|
–
|
|
|
327
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$1.58K
|
+$1.5K
|
+8
|
New
|
|
|
328
|
WhitTier Trust Company
Reno,
Nevada
|
$1.58K
|
–
|
–
|
–
|
|
|
329
|
Abound Wealth Management
Franklin,
Tennessee
|
$1.39K
|
–
|
–
|
–
|
|
|
330
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$1.39K
|
–
|
–
|
–
|
|
|
331
|
Advisornet Financial
Minnetonka,
Minnesota
|
$1.39K
|
+$375
|
+2
|
+40%
|
|
|
332
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$1.19K
|
–
|
–
|
–
|
|
|
333
|
SJS Investment Consulting
Sylvania,
Ohio
|
$1.19K
|
+$375
|
+2
|
+50%
|
|
|
334
|
Concord Wealth Partners
Abingdon,
Virginia
|
$989
|
–
|
–
|
–
|
|
|
335
|
Grove Bank & Trust
Miami,
Florida
|
$989
|
+$937
|
+5
|
New
|
|
|
336
|
Impact Partnership Wealth
Marietta,
Georgia
|
$594
|
–
|
–
|
–
|
|
|
337
|
Raffa Wealth Management
Washington,
District of Columbia
|
$594
|
–
|
–
|
–
|
|
|
338
|
Glassman Wealth Services
Vienna,
Virginia
|
$396
|
–
|
–
|
–
|
|
|
339
|
Tucker Asset Management
Littleton,
Colorado
|
$396
|
–
|
–
|
–
|
|
|
340
|
Manchester Capital Management
Manchester,
Vermont
|
$198
|
–
|
–
|
–
|
|
|
341
|
True Wealth Design
Akron,
Ohio
|
$198
|
–
|
–
|
–
|
|
|
342
|
Versant Capital Management
Phoenix,
Arizona
|
$198
|
–
|
–
|
–
|
|
|
343
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
$198
|
–
|
–
|
–
|
|
|
344
|
|
$197
|
+$187
|
+1
|
New
|
|
|
345
|
BOK Financial
Tulsa,
Oklahoma
|
$170
|
+$187
|
+1
|
New
|
|
|
346
|
Woodline Partners
San Francisco,
California
|
–
|
-$32.1M
|
-178,400
|
Closed
|
|
|
347
|
Whale Rock Capital Management
Boston,
Massachusetts
|
–
|
-$26.2M
|
-145,778
|
Closed
|
|
|
348
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
–
|
-$21.8M
|
-126,388
|
Closed
|
|
|
349
|
|
–
|
-$15.1M
|
-80,791
|
Closed
|
|
|
350
|
Junto Capital Management
New York
|
–
|
-$11.7M
|
-65,187
|
Closed
|
|
