|
701
|
Clear Perspective Advisors
Aurora,
Illinois
|
$5K
|
–
|
–
|
–
|
|
|
702
|
Delta Asset Management
Memphis,
Tennessee
|
$5K
|
–
|
–
|
–
|
|
|
703
|
TrueWealth LLC
Atlanta,
Georgia
|
$4K
|
-$19.2K
|
-1,396
|
-83%
|
|
|
704
|
Proficio Capital Partners
Newton,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
705
|
Tarbox Family Office
Newport Beach,
California
|
$4K
|
–
|
–
|
–
|
|
|
706
|
Avior Wealth Management
Omaha,
Nebraska
|
$3K
|
-$3.25K
|
-236
|
-51%
|
|
|
707
|
Price Wealth
Austin,
Texas
|
$3K
|
-$3.19K
|
-232
|
-50%
|
|
|
708
|
Manchester Capital Management
Manchester,
Vermont
|
$3K
|
+$2.53K
|
+184
|
New
|
|
|
709
|
Rational Advisors
Huntington,
New York
|
$2K
|
-$96.8K
|
-7,032
|
-98%
|
|
|
710
|
Creative Financial Designs
Kokomo,
Indiana
|
$2K
|
–
|
–
|
–
|
|
|
711
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$2K
|
–
|
–
|
–
|
|
|
712
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$2K
|
+$1.21K
|
+88
|
+31%
|
|
|
713
|
RWA Wealth Partners
Newton,
Massachusetts
|
$2K
|
+$1.54K
|
+112
|
New
|
|
|
714
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$1.31K
|
-$30.7K
|
-2,228
|
-89%
|
|
|
715
|
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
$1K
|
-$6.82M
|
-495,248
|
-100%
|
|
|
716
|
Financial Gravity Companies
Lakeway,
Texas
|
$1K
|
-$6.55K
|
-476
|
-80%
|
|
|
717
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
-$165
|
-12
|
-14%
|
|
|
718
|
Glassman Wealth Services
Vienna,
Virginia
|
$1K
|
–
|
–
|
–
|
|
|
719
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
720
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$1K
|
+$716
|
+52
|
New
|
|
|
721
|
Lazard Asset Management
New York
|
$1K
|
+$1.43K
|
+104
|
New
|
|
|
722
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$1K
|
+$1.65K
|
+120
|
New
|
|
|
723
|
Dudley & Shanley
Palm Beach,
Florida
|
–
|
-$24M
|
-1,757,300
|
Closed
|
|
|
724
|
William Blair Investment Management
Chicago,
Illinois
|
–
|
-$15.2M
|
-1,110,252
|
Closed
|
|
|
725
|
WBI Investments
Red Bank,
New Jersey
|
–
|
-$12.7M
|
-932,344
|
Closed
|
|
