|
701
|
CVA Family Office
Denver,
Colorado
|
$476
|
-$52K
|
-480
|
-99%
|
|
|
702
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$476
|
–
|
–
|
–
|
|
|
703
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$476
|
–
|
–
|
–
|
|
|
704
|
Bogart Wealth LLC
Mclean,
Virginia
|
$476
|
+$649
|
+6
|
New
|
|
|
705
|
Hughes Financial Services
Herndon,
Virginia
|
$470
|
+$649
|
+6
|
New
|
|
|
706
|
Principia Wealth Advisory
Dallas,
Texas
|
$458
|
+$108
|
+1
|
+20%
|
|
|
707
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$397
|
-$216
|
-2
|
-29%
|
|
|
708
|
Asset Dedication LLC
San Francisco,
California
|
$397
|
–
|
–
|
–
|
|
|
709
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$397
|
+$541
|
+5
|
New
|
|
|
710
|
Winnow Wealth
Waco,
Texas
|
$330
|
+$216
|
+2
|
+67%
|
|
|
711
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$317
|
–
|
–
|
–
|
|
|
712
|
Global Financial Private Client
Sarasota,
Florida
|
$317
|
+$216
|
+2
|
+100%
|
|
|
713
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$239
|
-$974
|
-9
|
-75%
|
|
|
714
|
Caldwell Sutter Capital
Sausalito,
California
|
$238
|
–
|
–
|
–
|
|
|
715
|
CoreCap Advisors
Southfield,
Michigan
|
$238
|
–
|
–
|
–
|
|
|
716
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$237
|
+$108
|
+1
|
+50%
|
|
|
717
|
Albion Financial Group
Salt Lake City,
Utah
|
$159
|
+$216
|
+2
|
New
|
|
|
718
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$159
|
+$216
|
+2
|
New
|
|
|
719
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$80
|
+$108
|
+1
|
New
|
|
|
720
|
Parkworth Wealth Management
Los Gatos,
California
|
$79
|
-$108
|
-1
|
-50%
|
|
|
721
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$79
|
+$108
|
+1
|
New
|
|
|
722
|
GoalVest Advisory
New York
|
$79
|
+$108
|
+1
|
New
|
|
|
723
|
Artisan Partners
Milwaukee,
Wisconsin
|
–
|
-$141M
|
-1,053,709
|
Closed
|
|
|
724
|
Findlay Park Partners
London,
United Kingdom
|
–
|
-$97.2M
|
-727,100
|
Closed
|
|
|
725
|
CCLA Investment Management
London,
United Kingdom
|
–
|
-$71.5M
|
-535,050
|
Closed
|
|
