|
826
|
WestEnd Advisors
Charlotte,
North Carolina
|
$638
|
+$411
|
+7
|
+233%
|
|
|
827
|
Highline Wealth Partners
Sherman Oaks,
California
|
$638
|
+$587
|
+10
|
New
|
|
|
828
|
Osterweis Capital Management
San Francisco,
California
|
$638
|
+$587
|
+10
|
New
|
|
|
829
|
NVWM LLC
Yardley,
Pennsylvania
|
$574
|
–
|
–
|
–
|
|
|
830
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$511
|
–
|
–
|
–
|
|
|
831
|
Wood Tarver Financial Group
Boise,
Idaho
|
$511
|
–
|
–
|
–
|
|
|
832
|
Rialto Wealth Management
Syracuse,
New York
|
$511
|
+$470
|
+8
|
New
|
|
|
833
|
Bare Financial Services
Gap,
Pennsylvania
|
$510
|
+$470
|
+8
|
New
|
|
|
834
|
Winnow Wealth
Waco,
Texas
|
$507
|
+$117
|
+2
|
+33%
|
|
|
835
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$447
|
+$411
|
+7
|
New
|
|
|
836
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$383
|
–
|
–
|
–
|
|
|
837
|
Principia Wealth Advisory
Dallas,
Texas
|
$359
|
–
|
–
|
–
|
|
|
838
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$319
|
+$294
|
+5
|
New
|
|
|
839
|
Ancora Advisors
Cleveland,
Ohio
|
$255
|
+$235
|
+4
|
New
|
|
|
840
|
Perkins Coie Trust Company
Seattle,
Washington
|
$255
|
+$235
|
+4
|
New
|
|
|
841
|
American Capital Advisory
Ketchum,
Idaho
|
$192
|
-$376K
|
-6,397
|
-100%
|
|
|
842
|
Redwood Park Advisors
Redwood City,
California
|
$192
|
–
|
–
|
–
|
|
|
843
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$192
|
+$176
|
+3
|
New
|
|
|
844
|
GoalVest Advisory
New York
|
$191
|
+$176
|
+3
|
New
|
|
|
845
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$128
|
+$117
|
+2
|
New
|
|
|
846
|
TFC Financial Management
Boston,
Massachusetts
|
$64
|
–
|
–
|
–
|
|
|
847
|
ORG Partners
Roanoke,
Indiana
|
$63
|
–
|
–
|
–
|
|
|
848
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
–
|
-$18.4M
|
-320,984
|
Closed
|
|
|
849
|
|
–
|
-$10.2M
|
-177,352
|
Closed
|
|
|
850
|
Twin Tree Management
Dallas,
Texas
|
–
|
-$6.7M
|
-114,171
|
Closed
|
|
