|
601
|
CVA Family Office
Denver,
Colorado
|
$569
|
+$122
|
+1
|
+25%
|
|
|
602
|
Binnacle Investments
Urbandale,
Iowa
|
$569
|
+$609
|
+5
|
New
|
|
|
603
|
SouthState Corp
Winter Haven,
Florida
|
$456
|
+$487
|
+4
|
New
|
|
|
604
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$455
|
–
|
–
|
–
|
|
|
605
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$453
|
–
|
–
|
–
|
|
|
606
|
Greenline Partners
New York
|
$341
|
+$365
|
+3
|
New
|
|
|
607
|
Principia Wealth Advisory
Dallas,
Texas
|
$341
|
+$365
|
+3
|
New
|
|
|
608
|
Advisornet Financial
Minnetonka,
Minnesota
|
$228
|
–
|
–
|
–
|
|
|
609
|
Rothschild Investment LLC
Chicago,
Illinois
|
$228
|
+$122
|
+1
|
+100%
|
|
|
610
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$227
|
–
|
–
|
–
|
|
|
611
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$114
|
–
|
–
|
–
|
|
|
612
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$114
|
+$122
|
+1
|
New
|
|
|
613
|
TD Asset Management
Toronto,
Ontario, Canada
|
–
|
-$6.15M
|
-50,492
|
Closed
|
|
|
614
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
–
|
-$3.25M
|
-26,700
|
Closed
|
|
|
615
|
|
–
|
-$2.07M
|
-17,000
|
Closed
|
|
|
616
|
Csenge Advisory Group
Clearwater,
Florida
|
–
|
-$2.06M
|
-16,909
|
Closed
|
|
|
617
|
Ellsworth Advisors
Hudson,
Ohio
|
–
|
-$1.7M
|
-13,974
|
Closed
|
|
|
618
|
National Bank of Canada
Montreal,
Quebec, Canada
|
–
|
-$1.68M
|
-13,800
|
Closed
|
|
|
619
|
Bleakley Financial Group
Fairfield,
New Jersey
|
–
|
-$1.01M
|
-8,267
|
Closed
|
|
|
620
|
Hunter Perkins Capital Management
Lombard,
Illinois
|
–
|
-$965K
|
-7,925
|
Closed
|
|
|
621
|
First Hawaiian Bank
Honolulu,
Hawaii
|
–
|
-$843K
|
-6,926
|
Closed
|
|
|
622
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
–
|
-$757K
|
-6,215
|
Closed
|
|
|
623
|
Crestline Management
Fort Worth,
Texas
|
–
|
-$624K
|
-5,123
|
Closed
|
|
|
624
|
Allspring Global Investments
Charlotte,
North Carolina
|
–
|
-$604K
|
-4,991
|
Closed
|
|
|
625
|
Gallacher Capital Management
Lone Tree,
Colorado
|
–
|
-$531K
|
-4,361
|
Closed
|
|
