|
451
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$881
|
–
|
–
|
–
|
|
|
452
|
Principia Wealth Advisory
Dallas,
Texas
|
$608
|
+$681
|
+2
|
New
|
|
|
453
|
Hughes Financial Services
Herndon,
Virginia
|
$594
|
+$681
|
+2
|
New
|
|
|
454
|
Private Wealth Management Group
Princeton,
New Jersey
|
$588
|
–
|
–
|
–
|
|
|
455
|
Valued Wealth Advisors
Holladay,
Utah
|
$588
|
–
|
–
|
–
|
|
|
456
|
American Capital Advisory
Ketchum,
Idaho
|
$588
|
+$681
|
+2
|
New
|
|
|
457
|
SouthState Corp
Winter Haven,
Florida
|
$588
|
+$681
|
+2
|
New
|
|
|
458
|
True Wealth Design
Akron,
Ohio
|
$588
|
+$681
|
+2
|
New
|
|
|
459
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$588
|
+$681
|
+2
|
New
|
|
|
460
|
Binnacle Investments
Urbandale,
Iowa
|
$587
|
+$681
|
+2
|
New
|
|
|
461
|
Creative Financial Designs
Kokomo,
Indiana
|
$587
|
+$681
|
+2
|
New
|
|
|
462
|
Cromwell Holdings
Jackson,
Wyoming
|
$587
|
+$681
|
+2
|
New
|
|
|
463
|
CVA Family Office
Denver,
Colorado
|
$587
|
+$681
|
+2
|
New
|
|
|
464
|
MV Capital Management
Bethesda,
Maryland
|
$294
|
-$341
|
-1
|
-50%
|
|
|
465
|
Parkworth Wealth Management
Los Gatos,
California
|
$294
|
–
|
–
|
–
|
|
|
466
|
TFC Financial Management
Boston,
Massachusetts
|
$294
|
–
|
–
|
–
|
|
|
467
|
Greenline Partners
New York
|
$294
|
+$341
|
+1
|
New
|
|
|
468
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$294
|
+$341
|
+1
|
New
|
|
|
469
|
Rothschild Investment LLC
Chicago,
Illinois
|
$294
|
+$341
|
+1
|
New
|
|
|
470
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$293
|
+$341
|
+1
|
New
|
|
|
471
|
Egerton Capital (UK)
London,
United Kingdom
|
–
|
-$113M
|
-316,845
|
Closed
|
|
|
472
|
Perpetual Ltd
Sydney, New South Wales,
Australia
|
–
|
-$35.3M
|
-98,691
|
Closed
|
|
|
473
|
ClearBridge Investments
New York
|
–
|
-$26.5M
|
-74,262
|
Closed
|
|
|
474
|
Hook Mill Capital Partners
New York
|
–
|
-$17.6M
|
-49,358
|
Closed
|
|
|
475
|
Anomaly Capital Management
New York
|
–
|
-$11.8M
|
-33,142
|
Closed
|
|
