|
526
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
527
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$3K
|
–
|
–
|
–
|
|
|
528
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$3K
|
–
|
–
|
–
|
|
|
529
|
First Capital Advisors Group
Little Silver,
New Jersey
|
$3K
|
+$3.25K
|
+15
|
New
|
|
|
530
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$3K
|
+$3.25K
|
+15
|
New
|
|
|
531
|
Legacy Financial Advisors
Covington,
Kentucky
|
$2K
|
–
|
–
|
–
|
|
|
532
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
533
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$2K
|
–
|
–
|
–
|
|
|
534
|
TrueWealth LLC
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
535
|
Versant Capital Management
Phoenix,
Arizona
|
$2K
|
+$216
|
+1
|
+8%
|
|
|
536
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$2K
|
+$649
|
+3
|
+50%
|
|
|
537
|
Ferris Capital
Marlborough,
Massachusetts
|
$2K
|
+$1.95K
|
+9
|
New
|
|
|
538
|
Bessemer Group
Woodbridge,
New Jersey
|
$2K
|
+$2.38K
|
+11
|
New
|
|
|
539
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$1K
|
-$852K
|
-3,936
|
-100%
|
|
|
540
|
Omnia Family Wealth
Aventura,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
541
|
Private Capital Group
West Hartford,
Connecticut
|
$1K
|
+$866
|
+4
|
New
|
|
|
542
|
|
$1K
|
+$1.95K
|
+9
|
New
|
|
|
543
|
Raffa Wealth Management
Washington,
District of Columbia
|
$817
|
+$866
|
+4
|
New
|
|
|
544
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$265
|
-$16K
|
-74
|
-58%
|
|
|
545
|
Suvretta Capital Management
New York
|
–
|
-$57.3M
|
-256,004
|
Closed
|
|
|
546
|
Blue Ridge Capital
New York
|
–
|
-$42.9M
|
-192,000
|
Closed
|
|
|
547
|
Point72 Asset Management
Stamford,
Connecticut
|
–
|
-$29.4M
|
-131,300
|
Closed
|
|
|
548
|
Zevenbergen Capital Investments
Edmonds,
Washington
|
–
|
-$28M
|
-125,095
|
Closed
|
|
|
549
|
Alyeska Investment Group
Chicago,
Illinois
|
–
|
-$23.3M
|
-104,092
|
Closed
|
|
|
550
|
Select Equity Group
New York
|
–
|
-$19.9M
|
-89,089
|
Closed
|
|
