|
1201
|
Delphi Private Advisors
San Diego,
California
|
$12K
|
-$2.16K
|
-30
|
-15%
|
|
|
1202
|
Oakworth Capital
Birmingham,
Alabama
|
$12K
|
–
|
–
|
–
|
|
|
1203
|
Point72 Hong Kong
Hong Kong
|
$12K
|
+$12.9K
|
+179
|
New
|
|
|
1204
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$11K
|
–
|
–
|
–
|
|
|
1205
|
Lenox Wealth Advisors
New York
|
$11K
|
–
|
–
|
–
|
|
|
1206
|
TD Securities (USA)
New York
|
$10K
|
-$72
|
-1
|
-0.7%
|
|
|
1207
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$8K
|
-$45M
|
-626,510
|
-100%
|
|
|
1208
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$8K
|
+$9.2K
|
+128
|
New
|
|
|
1209
|
QCI Asset Management
Pittsford,
New York
|
$7K
|
-$2.73K
|
-38
|
-28%
|
|
|
1210
|
American Research & Management Company
Marion,
Massachusetts
|
$7K
|
–
|
–
|
–
|
|
|
1211
|
Solaris Asset Management
New York
|
$7K
|
–
|
–
|
–
|
|
|
1212
|
Spectrum Management Group
Indianapolis,
Indiana
|
$7K
|
–
|
–
|
–
|
|
|
1213
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$5K
|
–
|
–
|
–
|
|
|
1214
|
Winch Advisory Services
Appleton,
Wisconsin
|
$5K
|
+$5.25K
|
+73
|
New
|
|
|
1215
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$4K
|
–
|
–
|
–
|
|
|
1216
|
CenterStar Fund
Chicago,
Illinois
|
$3K
|
–
|
–
|
–
|
|
|
1217
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
1218
|
St. Johns Investment Management
Jacksonville,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
1219
|
Redwood Investments
Boston,
Massachusetts
|
$3K
|
+$2.88K
|
+40
|
New
|
|
|
1220
|
Proficio Capital Partners
Newton,
Massachusetts
|
$2K
|
-$15.1K
|
-210
|
-90%
|
|
|
1221
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$2K
|
+$1.65K
|
+23
|
+46%
|
|
|
1222
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
1223
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
1224
|
Carnick & Kubik
Colorado Springs,
Colorado
|
$1K
|
+$1.37K
|
+19
|
New
|
|
|
1225
|
Lone Pine Capital
Greenwich,
Connecticut
|
–
|
-$279M
|
-3,193,180
|
Closed
|
|
