|
3001
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$5K
|
–
|
–
|
–
|
|
|
3002
|
Robbins Farley
Bedford,
New Hampshire
|
$5K
|
–
|
–
|
–
|
|
|
3003
|
USA Financial Formulas
Ada,
Michigan
|
$4K
|
-$2.82M
|
-16,753
|
-100%
|
|
|
3004
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
$4K
|
–
|
–
|
–
|
|
|
3005
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$3.33K
|
-$89.2K
|
-530
|
-96%
|
|
|
3006
|
Bourgeon Capital Management
Darien,
Connecticut
|
$3K
|
-$11.4K
|
-68
|
-79%
|
|
|
3007
|
Iron Horse Wealth Management
Johston,
Iowa
|
$3K
|
-$8.42K
|
-50
|
-75%
|
|
|
3008
|
TFO Wealth Partners
Maumee,
Ohio
|
$2K
|
+$2.52K
|
+15
|
New
|
|
|
3009
|
|
$1K
|
–
|
–
|
–
|
|
|
3010
|
James Investment Research
Alpha,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
3011
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$1K
|
+$168
|
+1
|
+14%
|
|
|
3012
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
$1K
|
+$1.01K
|
+6
|
New
|
|
|
3013
|
Old North State Trust
Greensboro,
North Carolina
|
$769
|
+$168
|
+1
|
+25%
|
|
|
3014
|
Westside Investment Management
Santa Monica,
California
|
$394
|
–
|
–
|
–
|
|
|
3015
|
Capital World Investors
Los Angeles,
California
|
–
|
-$142M
|
-850,000
|
Closed
|
|
|
3016
|
Atlanta Capital Management
Atlanta,
Georgia
|
–
|
-$78.7M
|
-470,262
|
Closed
|
|
|
3017
|
Mackay Shields LLC
New York
|
–
|
-$33.3M
|
-198,699
|
Closed
|
|
|
3018
|
Lord, Abbett & Co
Jersey City,
New Jersey
|
–
|
-$31.9M
|
-190,833
|
Closed
|
|
|
3019
|
O'Shares Investment Advisers
Boston,
Massachusetts
|
–
|
-$13.5M
|
-80,731
|
Closed
|
|
|
3020
|
Simplex Trading
Chicago,
Illinois
|
–
|
-$10.3M
|
-61,055
|
Closed
|
|
|
3021
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$7.79M
|
-46,572
|
Closed
|
|
|
3022
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
–
|
-$5.73M
|
-34,214
|
Closed
|
|
|
3023
|
Capricorn Fund Managers
London,
United Kingdom
|
–
|
-$4.87M
|
-29,103
|
Closed
|
|
|
3024
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
–
|
-$4.61M
|
-27,538
|
Closed
|
|
|
3025
|
IBM Retirement Fund
Armonk,
New York
|
–
|
-$3.69M
|
-22,034
|
Closed
|
|
