|
451
|
WealthCollab
Bellevue,
Washington
|
$1.79K
|
–
|
–
|
–
|
|
|
452
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.71K
|
+$1.15K
|
+18
|
+300%
|
|
|
453
|
Versant Capital Management
Phoenix,
Arizona
|
$1.21K
|
+$1.08K
|
+17
|
New
|
|
|
454
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.14K
|
-$134K
|
-2,098
|
-99%
|
|
|
455
|
American Capital Advisory
Ketchum,
Idaho
|
$929
|
+$574
|
+9
|
+225%
|
|
|
456
|
CVA Family Office
Denver,
Colorado
|
$857
|
–
|
–
|
–
|
|
|
457
|
Walsh & Associates
Sarasota,
Florida
|
$714
|
+$638
|
+10
|
New
|
|
|
458
|
Raffa Wealth Management
Washington,
District of Columbia
|
$643
|
–
|
–
|
–
|
|
|
459
|
Central Trust Company
Jefferson City,
Missouri
|
$500
|
+$447
|
+7
|
New
|
|
|
460
|
United Financial Planning Group
Hauppauge,
New York
|
$428
|
+$383
|
+6
|
New
|
|
|
461
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$358
|
+$319
|
+5
|
New
|
|
|
462
|
Davis Capital Management
Jacksonville,
Florida
|
$357
|
–
|
–
|
–
|
|
|
463
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$357
|
+$319
|
+5
|
New
|
|
|
464
|
Advisornet Financial
Minnetonka,
Minnesota
|
$286
|
–
|
–
|
–
|
|
|
465
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$278
|
+$255
|
+4
|
New
|
|
|
466
|
Manchester Capital Management
Manchester,
Vermont
|
$215
|
–
|
–
|
–
|
|
|
467
|
Larson Financial Group
St Louis,
Missouri
|
$214
|
+$191
|
+3
|
New
|
|
|
468
|
Optima Capital
Beaverton,
Oregon
|
$214
|
+$191
|
+3
|
New
|
|
|
469
|
Elyxium Wealth
San Mateo,
California
|
$143
|
+$128
|
+2
|
New
|
|
|
470
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$72
|
+$64
|
+1
|
New
|
|
|
471
|
Freestone Grove Partners
San Francisco,
California
|
–
|
-$22.5M
|
-361,720
|
Closed
|
|
|
472
|
Marsico Capital Management
Denver,
Colorado
|
–
|
-$21.1M
|
-339,205
|
Closed
|
|
|
473
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
–
|
-$13M
|
-208,915
|
Closed
|
|
|
474
|
M&G plc
London,
United Kingdom
|
–
|
-$12.2M
|
-197,365
|
Closed
|
|
|
475
|
Fortress Investment Group
New York
|
–
|
-$7.79M
|
-125,344
|
Closed
|
|
