|
1301
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$2K
|
–
|
–
|
–
|
|
|
1302
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$1.88K
|
+$1.86K
|
+26
|
New
|
|
|
1303
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$1.88K
|
+$1.86K
|
+26
|
New
|
|
|
1304
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.75K
|
-$16.5K
|
-230
|
-0.9%
|
|
|
1305
|
Everence Capital Management
Goshen,
Indiana
|
$1.72K
|
-$837K
|
-11,680
|
-33%
|
|
|
1306
|
Meiji Yasuda Asset Management
Tokyo,
Japan
|
$1.58K
|
+$171K
|
+2,390
|
+12%
|
|
|
1307
|
Wolff Wiese Magana
Carslbad,
California
|
$1.45K
|
-$10.4K
|
-145
|
-88%
|
|
|
1308
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$1.01K
|
–
|
–
|
–
|
|
|
1309
|
Iron Horse Wealth Management
Johston,
Iowa
|
$1K
|
–
|
–
|
–
|
|
|
1310
|
Miller Wealth Advisors
Ridgeway,
Colorado
|
$1K
|
–
|
–
|
–
|
|
|
1311
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
1312
|
Creative Capital Management Investments
San Diego,
California
|
$1K
|
+$1.15K
|
+16
|
New
|
|
|
1313
|
New Millennium Group
Sandy,
Utah
|
$941
|
+$931
|
+13
|
New
|
|
|
1314
|
TFO Wealth Partners
Maumee,
Ohio
|
$830
|
+$645
|
+9
|
New
|
|
|
1315
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$507
|
-$24.7K
|
-345
|
-5%
|
|
|
1316
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$362
|
–
|
–
|
–
|
|
|
1317
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$18
|
–
|
–
|
–
|
|
|
1318
|
Adams Diversified Equity Fund
Baltimore,
Maryland
|
–
|
-$25.7M
|
-422,600
|
Closed
|
|
|
1319
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
–
|
-$12.7M
|
-208,302
|
Closed
|
|
|
1320
|
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
–
|
-$11M
|
-180,975
|
Closed
|
|
|
1321
|
Capital Fund Management (CFM)
Paris,
France
|
–
|
-$9.2M
|
-151,353
|
Closed
|
|
|
1322
|
Crestline Management
Fort Worth,
Texas
|
–
|
-$6.08M
|
-100,000
|
Closed
|
|
|
1323
|
Sepio Capital
Salt Lake City,
Utah
|
–
|
-$4.41M
|
-72,615
|
Closed
|
|
|
1324
|
Palouse Capital Management
Spokane,
Washington
|
–
|
-$2.95M
|
-48,508
|
Closed
|
|
|
1325
|
Opus Investment Management
Worcester,
Massachusetts
|
–
|
-$2.75M
|
-45,210
|
Closed
|
|
