|
2101
|
American Research & Management Company
Marion,
Massachusetts
|
$5K
|
+$4.64K
|
+11
|
New
|
|
|
2102
|
Life Planning Partners
Jacksonville,
Florida
|
$5K
|
+$4.64K
|
+11
|
New
|
|
|
2103
|
Clearstead Trust
Portland,
Maine
|
$4K
|
–
|
–
|
–
|
|
|
2104
|
Pin Oak Investment Advisors
Houston,
Texas
|
$4K
|
–
|
–
|
–
|
|
|
2105
|
Wallington Asset Management
Indianapolis,
Indiana
|
$4K
|
–
|
–
|
–
|
|
|
2106
|
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
|
$3K
|
–
|
–
|
–
|
|
|
2107
|
Front Row Advisors
Tiburon,
California
|
$3K
|
–
|
–
|
–
|
|
|
2108
|
Blume Capital Management
Berkeley,
California
|
$3K
|
+$422
|
+1
|
+20%
|
|
|
2109
|
Red Cedar Capital
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
2110
|
Guardian Wealth Management (Illinois)
Peoria,
Illinois
|
$2K
|
+$2.11K
|
+5
|
New
|
|
|
2111
|
Operose Advisors
Milwaukee,
Wisconsin
|
$2K
|
+$2.11K
|
+5
|
New
|
|
|
2112
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$2K
|
+$2.11K
|
+5
|
New
|
|
|
2113
|
Clearview Wealth Advisors
Salem,
Oregon
|
$1K
|
–
|
–
|
–
|
|
|
2114
|
Westside Investment Management
Santa Monica,
California
|
$251
|
+$422
|
+1
|
+0.2%
|
|
|
2115
|
Schroder Investment Management Group
London,
United Kingdom
|
–
|
-$487M
|
-1,235,015
|
Closed
|
|
|
2116
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
–
|
-$219M
|
-556,305
|
Closed
|
|
|
2117
|
MCF Advisors
Covington,
Kentucky
|
–
|
-$205M
|
-519,659
|
Closed
|
|
|
2118
|
Standard Family Office
Sioux Falls,
South Dakota
|
–
|
-$189M
|
-478,034
|
Closed
|
|
|
2119
|
NEPC LLC
Boston,
Massachusetts
|
–
|
-$51.7M
|
-131,102
|
Closed
|
|
|
2120
|
Fure Financial Corporation
Bloomington,
Minnesota
|
–
|
-$27.2M
|
-69,002
|
Closed
|
|
|
2121
|
DeDora Capital
Napa,
California
|
–
|
-$15.7M
|
-39,688
|
Closed
|
|
|
2122
|
Ilmarinen Mutual Pension Insurance
Helsinki,
Finland
|
–
|
-$15.6M
|
-39,550
|
Closed
|
|
|
2123
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$15.3M
|
-38,886
|
Closed
|
|
|
2124
|
New Vernon Capital Holdings II
Morristown,
New Jersey
|
–
|
-$10.8M
|
-27,262
|
Closed
|
|
|
2125
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
–
|
-$8.99M
|
-22,794
|
Closed
|
|
