|
901
|
Valued Wealth Advisors
Holladay,
Utah
|
$700
|
–
|
–
|
–
|
|
|
902
|
Wood Tarver Financial Group
Boise,
Idaho
|
$700
|
–
|
–
|
–
|
|
|
903
|
Crewe Advisors
Salt Lake City,
Utah
|
$700
|
+$762
|
+3
|
New
|
|
|
904
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$700
|
+$762
|
+3
|
New
|
|
|
905
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$699
|
+$762
|
+3
|
New
|
|
|
906
|
|
$551
|
+$508
|
+2
|
New
|
|
|
907
|
Continuum Advisory
Eagle,
Idaho
|
$467
|
–
|
–
|
–
|
|
|
908
|
Parkworth Wealth Management
Los Gatos,
California
|
$467
|
–
|
–
|
–
|
|
|
909
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$467
|
+$508
|
+2
|
New
|
|
|
910
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$467
|
+$508
|
+2
|
New
|
|
|
911
|
Principia Wealth Advisory
Dallas,
Texas
|
$240
|
-$254
|
-1
|
-50%
|
|
|
912
|
West Branch Capital
Amherst,
Massachusetts
|
$234
|
–
|
–
|
–
|
|
|
913
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$234
|
+$254
|
+1
|
New
|
|
|
914
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$233
|
-$2.79K
|
-11
|
-92%
|
|
|
915
|
|
$233
|
+$254
|
+1
|
New
|
|
|
916
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$233
|
+$254
|
+1
|
New
|
|
|
917
|
Winslow Capital Management
Minneapolis,
Minnesota
|
–
|
-$293M
|
-1,140,897
|
Closed
|
|
|
918
|
|
–
|
-$156M
|
-608,386
|
Closed
|
|
|
919
|
Interval Partners
New York
|
–
|
-$151M
|
-586,272
|
Closed
|
|
|
920
|
Palestra Capital Management
New York
|
–
|
-$54.7M
|
-212,800
|
Closed
|
|
|
921
|
Freestone Grove Partners
San Francisco,
California
|
–
|
-$19.3M
|
-75,038
|
Closed
|
|
|
922
|
William Blair Investment Management
Chicago,
Illinois
|
–
|
-$18.3M
|
-71,235
|
Closed
|
|
|
923
|
CIBC World Market
Toronto,
Ontario, Canada
|
–
|
-$13M
|
-50,469
|
Closed
|
|
|
924
|
|
–
|
-$12.9M
|
-50,208
|
Closed
|
|
|
925
|
Adams Natural Resources Fund
Baltimore,
Maryland
|
–
|
-$6.53M
|
-25,400
|
Closed
|
|
