|
401
|
Essex Savings Bank
Essex,
Connecticut
|
$3K
|
–
|
–
|
–
|
|
|
402
|
Glassman Wealth Services
Vienna,
Virginia
|
$3K
|
–
|
–
|
–
|
|
|
403
|
Kelly Financial Services
Braintree,
Massachusetts
|
$2.46K
|
–
|
–
|
–
|
|
|
404
|
Avior Wealth Management
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
405
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$2K
|
–
|
–
|
–
|
|
|
406
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
407
|
Highstreet Asset Management
London,
Ontario, Canada
|
$2K
|
–
|
–
|
–
|
|
|
408
|
TrueWealth LLC
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
409
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$2K
|
–
|
–
|
–
|
|
|
410
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
411
|
Tarbox Family Office
Newport Beach,
California
|
$2K
|
+$1.72K
|
+22
|
New
|
|
|
412
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2K
|
+$2.26K
|
+29
|
New
|
|
|
413
|
Julex Capital Management
Wellesley,
Massachusetts
|
$2K
|
+$2.5K
|
+32
|
New
|
|
|
414
|
Weaver Consulting Group
Huntington Beach,
California
|
$2K
|
+$2.58K
|
+33
|
New
|
|
|
415
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.05K
|
–
|
–
|
–
|
|
|
416
|
Bartlett & Co
Cincinnati,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
417
|
D'Orazio & Associates
Falls Church,
Virginia
|
$1K
|
–
|
–
|
–
|
|
|
418
|
EARNEST Partners
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
419
|
Executive Wealth Management
Brighton,
Michigan
|
$1K
|
–
|
–
|
–
|
|
|
420
|
Brookfield Corp
Toronto,
Ontario, Canada
|
–
|
-$83.7M
|
-1,088,800
|
Closed
|
|
|
421
|
Carlson Capital
Dallas,
Texas
|
–
|
-$9.93M
|
-129,147
|
Closed
|
|
|
422
|
Chiron Investment Management
New York
|
–
|
-$6.83M
|
-88,787
|
Closed
|
|
|
423
|
Northpointe Capital
Bloomfield Hills,
Michigan
|
–
|
-$4.1M
|
-53,272
|
Closed
|
|
|
424
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
–
|
-$2.09M
|
-27,200
|
Closed
|
|
|
425
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
–
|
-$1.94M
|
-25,262
|
Closed
|
|
