|
226
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$485
|
–
|
–
|
–
|
|
|
227
|
Caldwell Sutter Capital
Sausalito,
California
|
$437
|
+$404
|
+18
|
New
|
|
|
228
|
Coppell Advisory Solutions
Coppell,
Texas
|
$398
|
+$359
|
+16
|
New
|
|
|
229
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$388
|
-$4.3M
|
-191,524
|
-100%
|
|
|
230
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$388
|
–
|
–
|
–
|
|
|
231
|
Column Capital Advisors
Indianapolis,
Indiana
|
$388
|
–
|
–
|
–
|
|
|
232
|
TFC Financial Management
Boston,
Massachusetts
|
$388
|
+$359
|
+16
|
New
|
|
|
233
|
LAM Group
Lake Oswego,
Oregon
|
$291
|
–
|
–
|
–
|
|
|
234
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$291
|
–
|
–
|
–
|
|
|
235
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$291
|
–
|
–
|
–
|
|
|
236
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$266
|
–
|
–
|
–
|
|
|
237
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$194
|
–
|
–
|
–
|
|
|
238
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$194
|
–
|
–
|
–
|
|
|
239
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$97
|
–
|
–
|
–
|
|
|
240
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$97
|
–
|
–
|
–
|
|
|
241
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$97
|
–
|
–
|
–
|
|
|
242
|
CVA Family Office
Denver,
Colorado
|
$97
|
–
|
–
|
–
|
|
|
243
|
ICA Group Wealth Management
Denver,
Colorado
|
$97
|
–
|
–
|
–
|
|
|
244
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$97
|
+$90
|
+4
|
New
|
|
|
245
|
Huntington National Bank
Columbus,
Ohio
|
$24
|
–
|
–
|
–
|
|
|
246
|
Kelly Financial Services
Braintree,
Massachusetts
|
$24
|
–
|
–
|
–
|
|
|
247
|
Coatue Management
New York
|
–
|
-$28M
|
-1,217,228
|
Closed
|
|
|
248
|
|
–
|
-$2.56M
|
-111,245
|
Closed
|
|
|
249
|
Southpoint Capital Advisors
New York
|
–
|
-$2.3M
|
-100,000
|
Closed
|
|
|
250
|
IMC Chicago
Chicago,
Illinois
|
–
|
-$1.86M
|
-82,798
|
Closed
|
|
