|
201
|
First Personal Financial Services
Charlotte,
North Carolina
|
$9K
|
+$9.62K
|
+11
|
New
|
|
|
202
|
TrueWealth LLC
Atlanta,
Georgia
|
$9K
|
+$9.62K
|
+11
|
New
|
|
|
203
|
Santori & Peters Inc
Canonsburg,
Pennsylvania
|
$9K
|
+$10.5K
|
+12
|
New
|
|
|
204
|
Holistic Financial Partners
Indianapolis,
Indiana
|
$7K
|
+$6.99K
|
+8
|
New
|
|
|
205
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
|
206
|
Lazard Asset Management
New York
|
$5K
|
–
|
–
|
–
|
|
|
207
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$4K
|
-$15.7K
|
-18
|
-75%
|
|
|
208
|
MGO One Seven
Beachwood,
Ohio
|
$4K
|
+$4.37K
|
+5
|
New
|
|
|
209
|
Summit Trail Advisors
New York
|
$4K
|
+$4.37K
|
+5
|
New
|
|
|
210
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
211
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$3K
|
+$2.62K
|
+3
|
New
|
|
|
212
|
Bessemer Group
Woodbridge,
New Jersey
|
$2K
|
–
|
–
|
–
|
|
|
213
|
IHT Wealth Management
Chicago,
Illinois
|
$2K
|
–
|
–
|
–
|
|
|
214
|
EARNEST Partners
Atlanta,
Georgia
|
$1K
|
+$874
|
+1
|
New
|
|
|
215
|
Jennison Associates
New York
|
–
|
-$26.8M
|
-31,313
|
Closed
|
|
|
216
|
EJF Capital
Arlington,
Virginia
|
–
|
-$17.7M
|
-20,625
|
Closed
|
|
|
217
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
–
|
-$4.58M
|
-5,344
|
Closed
|
|
|
218
|
Freestone Capital Holdings
Seattle,
Washington
|
–
|
-$1.15M
|
-1,320
|
Closed
|
|
|
219
|
|
–
|
-$722K
|
-842
|
Closed
|
|
|
220
|
Welch & Forbes
Boston,
Massachusetts
|
–
|
-$626K
|
-730
|
Closed
|
|
|
221
|
Laurion Capital Management
New York
|
–
|
-$343K
|
-400
|
Closed
|
|
|
222
|
Soros Fund Management
New York
|
–
|
-$343K
|
-400
|
Closed
|
|
|
223
|
Nationwide Fund Advisors
Columbus,
Ohio
|
–
|
-$316K
|
-369
|
Closed
|
|
|
224
|
|
–
|
-$306K
|
-358
|
Closed
|
|
|
225
|
Alpine Global Management
New York
|
–
|
-$240K
|
-280
|
Closed
|
|
