|
1876
|
Integrated Wealth Counsel
Carmel,
California
|
$39K
|
–
|
–
|
–
|
|
|
1877
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$35K
|
-$7.38M
|
-266,543
|
-100%
|
|
|
1878
|
Point72 Hong Kong
Hong Kong
|
$35K
|
+$29.4K
|
+1,060
|
+803%
|
|
|
1879
|
Proficio Capital Partners
Newton,
Massachusetts
|
$34K
|
+$9K
|
+325
|
+39%
|
|
|
1880
|
Penserra Capital Management
Orinda,
California
|
$33K
|
+$10.6K
|
+381
|
+50%
|
|
|
1881
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$32K
|
–
|
–
|
–
|
|
|
1882
|
Balentine LLC
Atlanta,
Georgia
|
$30K
|
–
|
–
|
–
|
|
|
1883
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$29K
|
–
|
–
|
–
|
|
|
1884
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$28K
|
–
|
–
|
–
|
|
|
1885
|
Lenox Wealth Advisors
New York
|
$27K
|
-$5.93K
|
-214
|
-19%
|
|
|
1886
|
Pathstone Family Office
Englewood,
New Jersey
|
$27K
|
+$25.1K
|
+908
|
New
|
|
|
1887
|
US Financial Advisors
Braintree,
Massachusetts
|
$25K
|
-$109K
|
-3,919
|
-82%
|
|
|
1888
|
Ruggie Capital Group
Tavares,
Florida
|
$25K
|
+$23.7K
|
+855
|
New
|
|
|
1889
|
Macroview Investment Management
Bethesda,
Maryland
|
$21K
|
-$6.07K
|
-219
|
-24%
|
|
|
1890
|
Private Ocean
San Rafael,
California
|
$19K
|
–
|
–
|
–
|
|
|
1891
|
Ironwood Financial
Tucson,
Arizona
|
$15K
|
+$13.8K
|
+500
|
New
|
|
|
1892
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$14K
|
–
|
–
|
–
|
|
|
1893
|
Cutler Group
San Francisco,
California
|
$13K
|
+$12.9K
|
+465
|
New
|
|
|
1894
|
Barnett & Company
Chattanooga,
Tennessee
|
$7K
|
+$6.15K
|
+222
|
New
|
|
|
1895
|
Raffa Wealth Management
Washington,
District of Columbia
|
$4.9K
|
–
|
–
|
–
|
|
|
1896
|
Rocky Mountain Private Wealth Management
Sugar Land,
Texas
|
$4K
|
–
|
–
|
–
|
|
|
1897
|
D. Scott Neal
Lexington,
Kentucky
|
$4K
|
+$2.1K
|
+76
|
+136%
|
|
|
1898
|
Smith Group Asset Management
Dallas,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
1899
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$772
|
-$263K
|
-9,483
|
-27%
|
|
|
1900
|
Berkshire Hathaway
Omaha,
Nebraska
|
–
|
-$1.6B
|
-61,668,131
|
Closed
|
|
