|
501
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
502
|
Omnia Family Wealth
Aventura,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
503
|
Whittier Trust
South Pasadena,
California
|
$3K
|
–
|
–
|
–
|
|
|
504
|
Fidelity International
Hamilton,
Bermuda
|
$3K
|
+$636
|
+12
|
+33%
|
|
|
505
|
Alera Investment Advisors
Deerfield,
Illinois
|
$3K
|
+$795
|
+15
|
+38%
|
|
|
506
|
Lake Point Wealth Management
Rockwall,
Texas
|
$3K
|
+$2.12K
|
+40
|
New
|
|
|
507
|
Gradient Investments
Arden Hills,
Minnesota
|
$3K
|
+$2.28K
|
+43
|
New
|
|
|
508
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$3K
|
+$2.38K
|
+45
|
New
|
|
|
509
|
Private Capital Group
West Hartford,
Connecticut
|
$3K
|
+$2.65K
|
+50
|
New
|
|
|
510
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3K
|
+$2.97K
|
+56
|
New
|
|
|
511
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$2.03K
|
-$53
|
-1
|
-3%
|
|
|
512
|
Ranger Investment Management
Dallas,
Texas
|
$2K
|
-$424
|
-8
|
-21%
|
|
|
513
|
Aspire Private Capital
Cornelius,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
514
|
Liberty Wealth Management
Oakland,
California
|
$2K
|
–
|
–
|
–
|
|
|
515
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.4K
|
–
|
–
|
–
|
|
|
516
|
Royal Fund Management
Lady Lake,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
517
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
518
|
TCI Wealth Advisors
Tucson,
Arizona
|
$1K
|
–
|
–
|
–
|
|
|
519
|
Advisory Alpha
Holland,
Michigan
|
$481
|
+$371
|
+7
|
New
|
|
|
520
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
–
|
-$26.9M
|
-618,428
|
Closed
|
|
|
521
|
|
–
|
-$21.6M
|
-497,023
|
Closed
|
|
|
522
|
Stevens Capital Management
Radnor,
Pennsylvania
|
–
|
-$8.27M
|
-190,145
|
Closed
|
|
|
523
|
|
–
|
-$7.04M
|
-162,000
|
Closed
|
|
|
524
|
|
–
|
-$5.51M
|
-126,713
|
Closed
|
|
|
525
|
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
–
|
-$2.71M
|
-62,389
|
Closed
|
|
