|
601
|
Raffa Wealth Management
Washington,
District of Columbia
|
$832
|
–
|
–
|
–
|
|
|
602
|
Berkshire Capital Holdings
San Jose,
California
|
$694
|
–
|
–
|
–
|
|
|
603
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$694
|
–
|
–
|
–
|
|
|
604
|
Disciplined Investments
Tulsa,
Oklahoma
|
$694
|
+$304
|
+4
|
+67%
|
|
|
605
|
SJS Investment Consulting
Sylvania,
Ohio
|
$625
|
+$152
|
+2
|
+29%
|
|
|
606
|
PayPay Securities
Tokyo,
Japan
|
$624
|
-$759
|
-10
|
-53%
|
|
|
607
|
Private Ocean
San Rafael,
California
|
$624
|
–
|
–
|
–
|
|
|
608
|
Impact Partnership Wealth
Marietta,
Georgia
|
$555
|
+$608
|
+8
|
New
|
|
|
609
|
VisionPoint Advisory Group
Dallas,
Texas
|
$416
|
+$456
|
+6
|
New
|
|
|
610
|
Montag & Associates
Atlanta,
Georgia
|
$209
|
–
|
–
|
–
|
|
|
611
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$208
|
–
|
–
|
–
|
|
|
612
|
Crewe Advisors
Salt Lake City,
Utah
|
$139
|
-$4.94K
|
-65
|
-97%
|
|
|
613
|
Tortoise Investment Management
White Plains,
New York
|
$139
|
–
|
–
|
–
|
|
|
614
|
True Wealth Design
Akron,
Ohio
|
$70
|
–
|
–
|
–
|
|
|
615
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$70
|
+$76
|
+1
|
New
|
|
|
616
|
Global Financial Private Client
Sarasota,
Florida
|
$69
|
–
|
–
|
–
|
|
|
617
|
Comerica Bank
Dallas,
Texas
|
$1
|
+$59.3K
|
+781
|
New
|
|
|
618
|
Soma Equity Partners
San Francisco,
California
|
–
|
-$121M
|
-1,400,000
|
Closed
|
|
|
619
|
Holocene Advisors
New York
|
–
|
-$110M
|
-1,276,126
|
Closed
|
|
|
620
|
Jericho Capital Asset Management
New York
|
–
|
-$80.5M
|
-934,000
|
Closed
|
|
|
621
|
Lord, Abbett & Co
Jersey City,
New Jersey
|
–
|
-$61.7M
|
-715,360
|
Closed
|
|
|
622
|
Point72 Asset Management
Stamford,
Connecticut
|
–
|
-$46.5M
|
-539,524
|
Closed
|
|
|
623
|
Southpoint Capital Advisors
New York
|
–
|
-$34.5M
|
-400,000
|
Closed
|
|
|
624
|
TwinBeech Capital
Purchase,
New York
|
–
|
-$23.5M
|
-272,553
|
Closed
|
|
|
625
|
Deepwater Asset Management
Minneapolis,
Minnesota
|
–
|
-$10.6M
|
-122,699
|
Closed
|
|
