|
1301
|
PYA Waltman Capital
Knoxville,
Tennessee
|
$3K
|
–
|
–
|
–
|
|
|
1302
|
TFC Financial Management
Boston,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
1303
|
Tortoise Investment Management
White Plains,
New York
|
$3K
|
–
|
–
|
–
|
|
|
1304
|
Gradient Investments
Arden Hills,
Minnesota
|
$3K
|
+$2.13K
|
+25
|
+100%
|
|
|
1305
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$2K
|
-$25.6K
|
-300
|
-92%
|
|
|
1306
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$2K
|
-$6.4K
|
-75
|
-75%
|
|
|
1307
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$2K
|
-$4.27K
|
-50
|
-67%
|
|
|
1308
|
Disciplined Investments
Tulsa,
Oklahoma
|
$2K
|
-$2.13K
|
-25
|
-50%
|
|
|
1309
|
Burleson & Co
Petaluma,
California
|
$2K
|
–
|
–
|
–
|
|
|
1310
|
Center for Financial Planning
Southfied,
Michigan
|
$2K
|
–
|
–
|
–
|
|
|
1311
|
Clean Yield Group
Norwich,
Vermont
|
$2K
|
–
|
–
|
–
|
|
|
1312
|
Gordian Capital (Singapore)
Singapore
|
$2K
|
–
|
–
|
–
|
|
|
1313
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$2K
|
–
|
–
|
–
|
|
|
1314
|
KB Financial Partners
Princeton,
New Jersey
|
$2K
|
–
|
–
|
–
|
|
|
1315
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
1316
|
West Bancorporation
West Des Moines,
Iowa
|
$2K
|
–
|
–
|
–
|
|
|
1317
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$2K
|
+$2.13K
|
+25
|
New
|
|
|
1318
|
GW&K Investment Management
Boston,
Massachusetts
|
$2K
|
+$2.13K
|
+25
|
New
|
|
|
1319
|
Larson Financial Group
St Louis,
Missouri
|
$2K
|
+$2.13K
|
+25
|
New
|
|
|
1320
|
Wolff Wiese Magana
Carslbad,
California
|
$2K
|
+$2.13K
|
+25
|
New
|
|
|
1321
|
Global Financial Private Client
Sarasota,
Florida
|
$1.77K
|
–
|
–
|
–
|
|
|
1322
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
+$2.13K
|
+25
|
New
|
|
|
1323
|
Parnassus Investments
San Francisco,
California
|
–
|
-$708M
|
-7,534,450
|
Closed
|
|
|
1324
|
|
–
|
-$105M
|
-1,121,500
|
Closed
|
|
|
1325
|
Renaissance Technologies
New York
|
–
|
-$79.1M
|
-842,475
|
Closed
|
|
