|
401
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$21K
|
+$23K
|
+435
|
New
|
|
|
402
|
Blume Capital Management
Berkeley,
California
|
$20K
|
–
|
–
|
–
|
|
|
403
|
Howe & Rusling
Rochester,
New York
|
$18K
|
–
|
–
|
–
|
|
|
404
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$18K
|
+$9.11K
|
+172
|
+86%
|
|
|
405
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$18K
|
+$18.9K
|
+357
|
New
|
|
|
406
|
American Asset Management
Boca Raton,
Florida
|
$14K
|
+$15.9K
|
+300
|
New
|
|
|
407
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$13.3K
|
–
|
–
|
–
|
|
|
408
|
Karp Capital Management
Sausalito,
California
|
$10K
|
-$1.8K
|
-34
|
-14%
|
|
|
409
|
Gradient Investments
Arden Hills,
Minnesota
|
$10K
|
–
|
–
|
–
|
|
|
410
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$10K
|
–
|
–
|
–
|
|
|
411
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$8K
|
–
|
–
|
–
|
|
|
412
|
Patten Group
Chattanooga,
Tennessee
|
$7.38K
|
–
|
–
|
–
|
|
|
413
|
|
$7K
|
-$135K
|
-2,541
|
-94%
|
|
|
414
|
Wealthfront
Palo Alto,
California
|
$7K
|
-$1.11K
|
-21
|
-13%
|
|
|
415
|
Reilly Financial Advisors
La Mesa,
California
|
$7K
|
–
|
–
|
–
|
|
|
416
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$6K
|
+$2.81K
|
+53
|
+88%
|
|
|
417
|
Next Financial Group
Houston,
Texas
|
$6K
|
+$7.36K
|
+139
|
New
|
|
|
418
|
Sandy Spring Bank
Olney,
Maryland
|
$5K
|
–
|
–
|
–
|
|
|
419
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
-$295K
|
-5,566
|
-100%
|
|
|
420
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$14
|
-$3.3M
|
-62,334
|
-100%
|
|
|
421
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
–
|
-$852M
|
-15,033,730
|
Closed
|
|
|
422
|
Permian Investment Partners
Dallas,
Texas
|
–
|
-$54.2M
|
-1,003,792
|
Closed
|
|
|
423
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
–
|
-$9.45M
|
-175,000
|
Closed
|
|
|
424
|
|
–
|
-$8.1M
|
-150,000
|
Closed
|
|
|
425
|
Smart Portfolios LLC
Seattle,
Washington
|
–
|
-$5.05M
|
-93,614
|
Closed
|
|
