|
1876
|
WealthCollab
Bellevue,
Washington
|
$988
|
-$166
|
-1
|
-14%
|
|
|
1877
|
Parkworth Wealth Management
Los Gatos,
California
|
$988
|
–
|
–
|
–
|
|
|
1878
|
Bare Financial Services
Gap,
Pennsylvania
|
$988
|
+$998
|
+6
|
New
|
|
|
1879
|
Nalls Sherbakoff Group
Knoxville,
Tennessee
|
$823
|
+$831
|
+5
|
New
|
|
|
1880
|
Osterweis Capital Management
San Francisco,
California
|
$823
|
+$831
|
+5
|
New
|
|
|
1881
|
Tradewinds Capital Management
Bellingham,
Washington
|
$659
|
–
|
–
|
–
|
|
|
1882
|
Bernard Wealth Management
Royal Oak,
Michigan
|
$659
|
+$665
|
+4
|
New
|
|
|
1883
|
Rialto Wealth Management
Syracuse,
New York
|
$659
|
+$665
|
+4
|
New
|
|
|
1884
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$494
|
–
|
–
|
–
|
|
|
1885
|
Bridge Generations Wealth Management
South Miami,
Florida
|
$494
|
+$499
|
+3
|
New
|
|
|
1886
|
Olistico Wealth
Tulsa,
Oklahoma
|
$494
|
+$499
|
+3
|
New
|
|
|
1887
|
Breakwater Investment Management
Seattle,
Washington
|
$330
|
–
|
–
|
–
|
|
|
1888
|
Perkins Coie Trust Company
Seattle,
Washington
|
$329
|
+$333
|
+2
|
New
|
|
|
1889
|
Ross\Johnson & Associates
Plymouth,
Minnesota
|
$329
|
+$333
|
+2
|
New
|
|
|
1890
|
Caitong International Asset Management
Hong Kong
|
$165
|
-$133K
|
-798
|
-100%
|
|
|
1891
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$133
|
–
|
–
|
–
|
|
|
1892
|
Intermede Investment Partners
London,
United Kingdom
|
–
|
-$94.1M
|
-577,832
|
Closed
|
|
|
1893
|
Axiom Investors
Greenwich,
Connecticut
|
–
|
-$80M
|
-490,707
|
Closed
|
|
|
1894
|
TwinBeech Capital
Purchase,
New York
|
–
|
-$20.6M
|
-126,300
|
Closed
|
|
|
1895
|
Adams Diversified Equity Fund
Baltimore,
Maryland
|
–
|
-$19.2M
|
-117,700
|
Closed
|
|
|
1896
|
Canada Post Corporation Pension Plan
Toronto,
Canada
|
–
|
-$12.4M
|
-76,061
|
Closed
|
|
|
1897
|
Bellecapital
Zurich,
Switzerland
|
–
|
-$9.27M
|
-56,877
|
Closed
|
|
|
1898
|
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
–
|
-$8.71M
|
-53,456
|
Closed
|
|
|
1899
|
Mitchell Capital Management
Leawood,
Kansas
|
–
|
-$5.78M
|
-35,476
|
Closed
|
|
|
1900
|
Thematics Asset Management
Paris,
France
|
–
|
-$5.76M
|
-35,354
|
Closed
|
|
