|
801
|
Schroder Investment Management Group
London,
United Kingdom
|
$6K
|
–
|
–
|
–
|
|
|
802
|
Stanford Investment Group
Mountain View,
California
|
$6K
|
–
|
–
|
–
|
|
|
803
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$5K
|
-$16.9K
|
-594
|
-77%
|
|
|
804
|
AllSquare Wealth Management
Albany,
New York
|
$5K
|
–
|
–
|
–
|
|
|
805
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
806
|
Piershale Financial Group
Barrington,
Illinois
|
$4K
|
–
|
–
|
–
|
|
|
807
|
Shamrock Asset Management
Dallas,
Texas
|
$4K
|
–
|
–
|
–
|
|
|
808
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$4K
|
+$3.3K
|
+116
|
New
|
|
|
809
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$3.66K
|
-$600K
|
-21,080
|
-99%
|
|
|
810
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$3K
|
–
|
–
|
–
|
|
|
811
|
Davidson Investment Advisors
Great Falls,
Montana
|
$3K
|
–
|
–
|
–
|
|
|
812
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$3K
|
–
|
–
|
–
|
|
|
813
|
Somerset Trust
Somerset,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
814
|
Gemmer Asset Management
Walnut Creek,
California
|
$2K
|
-$15.2K
|
-535
|
-90%
|
|
|
815
|
Perkins Coie Trust Company
Seattle,
Washington
|
$2K
|
–
|
–
|
–
|
|
|
816
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$2K
|
+$28
|
+1
|
+1%
|
|
|
817
|
Lenox Wealth Advisors
New York
|
$2K
|
+$1.76K
|
+62
|
+194%
|
|
|
818
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$2K
|
+$2.13K
|
+75
|
New
|
|
|
819
|
Klingman & Associates
New York
|
$1K
|
–
|
–
|
–
|
|
|
820
|
LBA Wealth Management
Jacksonville,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
821
|
Cedar Wealth Management
Walnut Creek,
California
|
$1K
|
+$1.56K
|
+55
|
New
|
|
|
822
|
Gates Foundation Trust
Kirkland,
Washington
|
–
|
-$187M
|
-7,291,355
|
Closed
|
|
|
823
|
Voloridge Investment Management
Jupiter,
Florida
|
–
|
-$32.3M
|
-1,257,331
|
Closed
|
|
|
824
|
|
–
|
-$21.5M
|
-834,873
|
Closed
|
|
|
825
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
–
|
-$9.2M
|
-357,858
|
Closed
|
|
