|
251
|
Asset Dedication LLC
San Francisco,
California
|
$8K
|
–
|
–
|
–
|
|
|
252
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$8K
|
–
|
–
|
–
|
|
|
253
|
Proficio Capital Partners
Newton,
Massachusetts
|
$8K
|
+$624
|
+48
|
+10%
|
|
|
254
|
Global Retirement Partners
San Rafael,
California
|
$7K
|
+$6.5K
|
+500
|
New
|
|
|
255
|
Parallel Advisors
San Francisco,
California
|
$6K
|
–
|
–
|
–
|
|
|
256
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$5K
|
-$1.92K
|
-148
|
-29%
|
|
|
257
|
Financial Gravity Companies
Lakeway,
Texas
|
$4K
|
+$3.95K
|
+304
|
New
|
|
|
258
|
MGO One Seven
Beachwood,
Ohio
|
$3K
|
+$2.29K
|
+176
|
New
|
|
|
259
|
Brown Brothers Harriman & Co
New York
|
$3K
|
+$3.12K
|
+240
|
New
|
|
|
260
|
Edge Advisors
Atlanta,
Georgia
|
$3K
|
+$3.33K
|
+256
|
New
|
|
|
261
|
American Portfolios Advisors
Holbrook,
New York
|
$2.3K
|
+$2.08K
|
+160
|
New
|
|
|
262
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$2K
|
-$4.32K
|
-332
|
-68%
|
|
|
263
|
Versant Capital Management
Phoenix,
Arizona
|
$2K
|
–
|
–
|
–
|
|
|
264
|
Winfield Associates
Cleveland,
Ohio
|
$2K
|
+$260
|
+20
|
+20%
|
|
|
265
|
EARNEST Partners
Atlanta,
Georgia
|
$2K
|
+$1.72K
|
+132
|
New
|
|
|
266
|
Gemmer Asset Management
Walnut Creek,
California
|
$1K
|
–
|
–
|
–
|
|
|
267
|
Steward Partners Investment Advisory
New York
|
$1K
|
–
|
–
|
–
|
|
|
268
|
Capital Bank & Trust
Irvine,
California
|
$1K
|
+$468
|
+36
|
New
|
|
|
269
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1K
|
+$1.04K
|
+80
|
New
|
|
|
270
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1K
|
+$1.3K
|
+100
|
New
|
|
|
271
|
Private Capital Group
West Hartford,
Connecticut
|
$1K
|
+$1.3K
|
+100
|
New
|
|
|
272
|
Westfield Capital Management
Boston,
Massachusetts
|
–
|
-$24.4M
|
-1,993,800
|
Closed
|
|
|
273
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
–
|
-$22M
|
-1,801,272
|
Closed
|
|
|
274
|
Pura Vida Investments
New York
|
–
|
-$12.5M
|
-960,000
|
Closed
|
|
|
275
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
–
|
-$11.6M
|
-947,040
|
Closed
|
|
