|
501
|
HM Payson & Co
Portland,
Maine
|
$2K
|
-$952K
|
-28,396
|
-100%
|
|
|
502
|
Baystate Wealth Management
Boston,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
503
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$2K
|
+$804
|
+24
|
+89%
|
|
|
504
|
Clarfeld Financial Advisors
Tarrytown,
New York
|
$2K
|
+$1.74K
|
+52
|
New
|
|
|
505
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$2K
|
+$2.01K
|
+60
|
New
|
|
|
506
|
West Paces Advisors
Atlanta,
Georgia
|
$1.11K
|
–
|
–
|
–
|
|
|
507
|
Chicago Trust
Grayslake,
Illinois
|
$1.06K
|
+$34.2K
|
+1,019
|
+3%
|
|
|
508
|
Sutton Wealth Advisors
Tampa,
Florida
|
$1.04K
|
-$469
|
-14
|
-29%
|
|
|
509
|
Ferris Capital
Marlborough,
Massachusetts
|
$1K
|
-$1.74K
|
-52
|
-65%
|
|
|
510
|
AllSquare Wealth Management
Albany,
New York
|
$1K
|
–
|
–
|
–
|
|
|
511
|
Omnia Family Wealth
Aventura,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
512
|
Pflug Koory
Omaha,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
513
|
YorkBridge Wealth Partners
New York
|
$1K
|
–
|
–
|
–
|
|
|
514
|
NuWave Investment Management
Parsippany,
New Jersey
|
$1K
|
+$101
|
+3
|
+7%
|
|
|
515
|
Rational Advisors
Huntington,
New York
|
$1K
|
+$101
|
+3
|
+7%
|
|
|
516
|
Claro Advisors
Boston,
Massachusetts
|
$1K
|
+$737
|
+22
|
New
|
|
|
517
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1K
|
+$1.41K
|
+42
|
New
|
|
|
518
|
Lake Point Wealth Management
Rockwall,
Texas
|
$1K
|
+$1.51K
|
+45
|
New
|
|
|
519
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1K
|
+$2.18K
|
+65
|
New
|
|
|
520
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$864
|
-$959K
|
-28,622
|
-50%
|
|
|
521
|
Raffa Wealth Management
Washington,
District of Columbia
|
$799
|
–
|
–
|
–
|
|
|
522
|
Capital International Investors
Los Angeles,
California
|
–
|
-$193M
|
-5,112,000
|
Closed
|
|
|
523
|
Point72 Asset Management
Stamford,
Connecticut
|
–
|
-$56.3M
|
-1,493,850
|
Closed
|
|
|
524
|
Capital Research Global Investors
Los Angeles,
California
|
–
|
-$23.8M
|
-630,974
|
Closed
|
|
|
525
|
AJO LP
Philadelphia,
Pennsylvania
|
–
|
-$10.9M
|
-290,118
|
Closed
|
|
