|
401
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
402
|
Bollard Group
Boston,
Massachusetts
|
$1K
|
+$870
|
+5
|
New
|
|
|
403
|
Global Retirement Partners
San Rafael,
California
|
$987
|
-$1.57K
|
-9
|
-60%
|
|
|
404
|
Versant Capital Management
Phoenix,
Arizona
|
$987
|
+$1.04K
|
+6
|
New
|
|
|
405
|
Disciplined Investments
Tulsa,
Oklahoma
|
$823
|
-$174
|
-1
|
-17%
|
|
|
406
|
SJS Investment Consulting
Sylvania,
Ohio
|
$823
|
-$174
|
-1
|
-17%
|
|
|
407
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$494
|
–
|
–
|
–
|
|
|
408
|
New Millennium Group
Sandy,
Utah
|
$494
|
–
|
–
|
–
|
|
|
409
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$494
|
+$522
|
+3
|
New
|
|
|
410
|
Fiduciary Alliance
Greenville,
South Carolina
|
$494
|
+$522
|
+3
|
New
|
|
|
411
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$330
|
+$174
|
+1
|
+100%
|
|
|
412
|
True Wealth Design
Akron,
Ohio
|
$165
|
–
|
–
|
–
|
|
|
413
|
VisionPoint Advisory Group
Dallas,
Texas
|
$165
|
+$174
|
+1
|
New
|
|
|
414
|
1832 Asset Management
Toronto,
Ontario, Canada
|
–
|
-$9.23M
|
-50,000
|
Closed
|
|
|
415
|
|
–
|
-$8.91M
|
-48,289
|
Closed
|
|
|
416
|
SG Capital Management
Chicago,
Illinois
|
–
|
-$7.4M
|
-40,102
|
Closed
|
|
|
417
|
Castleark Management
Chicago,
Illinois
|
–
|
-$6.5M
|
-35,240
|
Closed
|
|
|
418
|
Cloverfields Capital Group
Minneapolis,
Minnesota
|
–
|
-$3.48M
|
-18,858
|
Closed
|
|
|
419
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
–
|
-$2.81M
|
-15,252
|
Closed
|
|
|
420
|
InceptionR
Lafayette,
California
|
–
|
-$1.64M
|
-8,864
|
Closed
|
|
|
421
|
GSA Capital Partners
London,
United Kingdom
|
–
|
-$1.46M
|
-7,907
|
Closed
|
|
|
422
|
Unigestion Holding
Geneva,
Switzerland
|
–
|
-$1.24M
|
-6,966
|
Closed
|
|
|
423
|
VanEck Associates
New York
|
–
|
-$1.12M
|
-6,059
|
Closed
|
|
|
424
|
Virginia Retirement Systems
Richmond,
Virginia
|
–
|
-$1.09M
|
-5,928
|
Closed
|
|
|
425
|
|
–
|
-$1.06M
|
-5,749
|
Closed
|
|
