|
1301
|
Lake Point Wealth Management
Rockwall,
Texas
|
$5K
|
–
|
–
|
–
|
|
|
1302
|
Pflug Koory
Omaha,
Nebraska
|
$5K
|
–
|
–
|
–
|
|
|
1303
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$5K
|
+$5.28K
|
+100
|
New
|
|
|
1304
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$5K
|
+$5.28K
|
+100
|
New
|
|
|
1305
|
tru Independence
Portland,
Oregon
|
$4.74K
|
-$4.45M
|
-84,225
|
-48%
|
|
|
1306
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$4K
|
–
|
–
|
–
|
|
|
1307
|
MBE Wealth Management
Tomah,
Wisconsin
|
$4K
|
+$4.22K
|
+80
|
New
|
|
|
1308
|
Cribstone Capital Management
Augusta,
Maine
|
$3K
|
–
|
–
|
–
|
|
|
1309
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
1310
|
Optimal Asset Management
Los Altos,
California
|
$1.89K
|
+$772K
|
+14,627
|
+69%
|
|
|
1311
|
Fidelity International
Hamilton,
Bermuda
|
$1K
|
-$528
|
-10
|
-45%
|
|
|
1312
|
Western Asset Management Company
Pasadena,
California
|
$1K
|
–
|
–
|
–
|
|
|
1313
|
Solstein Capital
Menlo Park,
California
|
$1K
|
+$1.06K
|
+20
|
New
|
|
|
1314
|
WBH Advisory
Baltimore,
Maryland
|
$306
|
+$106
|
+2
|
+0%
|
|
|
1315
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$187
|
-$3.22K
|
-61
|
-53%
|
|
|
1316
|
Charles Schwab Investment Advisory
San Francisco,
California
|
–
|
-$180M
|
-3,360,179
|
Closed
|
|
|
1317
|
|
–
|
-$41.8M
|
-780,829
|
Closed
|
|
|
1318
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$33.3M
|
-622,442
|
Closed
|
|
|
1319
|
Waddell & Reed Financial
Overland Park,
Kansas
|
–
|
-$22.4M
|
-417,718
|
Closed
|
|
|
1320
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
–
|
-$20.5M
|
-382,083
|
Closed
|
|
|
1321
|
Oxford Asset Management
Oxford,
United Kingdom
|
–
|
-$15.4M
|
-288,000
|
Closed
|
|
|
1322
|
Maverick Capital
Dallas,
Texas
|
–
|
-$12.9M
|
-240,440
|
Closed
|
|
|
1323
|
Spark Investment Management
New York
|
–
|
-$10.6M
|
-198,525
|
Closed
|
|
|
1324
|
Achmea Investment Management
Zeist,
Netherlands
|
–
|
-$7.33M
|
-136,819
|
Closed
|
|
|
1325
|
Beacon Financial Group
Dallas,
Texas
|
–
|
-$6.27M
|
-117,117
|
Closed
|
|
