|
251
|
Asset Dedication LLC
San Francisco,
California
|
$1K
|
–
|
–
|
–
|
|
|
252
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$717
|
–
|
–
|
–
|
|
|
253
|
Hoey Investments
Coatesville,
Pennsylvania
|
$513
|
–
|
–
|
–
|
|
|
254
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$512
|
+$556
|
+15
|
New
|
|
|
255
|
Baker Avenue Asset Management
San Francisco,
California
|
$342
|
–
|
–
|
–
|
|
|
256
|
Clearview Wealth Advisors
Salem,
Oregon
|
$342
|
+$371
|
+10
|
New
|
|
|
257
|
Brown Brothers Harriman & Co
New York
|
$307
|
–
|
–
|
–
|
|
|
258
|
Versant Capital Management
Phoenix,
Arizona
|
$300
|
-$37
|
-1
|
-10%
|
|
|
259
|
Sutton Wealth Advisors
Tampa,
Florida
|
$273
|
–
|
–
|
–
|
|
|
260
|
International Assets Investment Management
Orlando,
Florida
|
$239
|
+$259
|
+7
|
New
|
|
|
261
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$205
|
+$222
|
+6
|
New
|
|
|
262
|
Schubert & Co
Mckinney,
Texas
|
$205
|
+$222
|
+6
|
New
|
|
|
263
|
First Horizon Advisors
Memphis,
Tennessee
|
$171
|
-$816
|
-22
|
-81%
|
|
|
264
|
WhitTier Trust Company
Reno,
Nevada
|
$170
|
–
|
–
|
–
|
|
|
265
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$136
|
–
|
–
|
–
|
|
|
266
|
SJS Investment Consulting
Sylvania,
Ohio
|
$103
|
+$111
|
+3
|
New
|
|
|
267
|
Disciplined Investments
Tulsa,
Oklahoma
|
$102
|
+$111
|
+3
|
New
|
|
|
268
|
Advisornet Financial
Minnetonka,
Minnesota
|
$68
|
+$74
|
+2
|
New
|
|
|
269
|
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
$68
|
+$74
|
+2
|
New
|
|
|
270
|
Gradient Investments
Arden Hills,
Minnesota
|
$34
|
+$37
|
+1
|
New
|
|
|
271
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$34
|
+$37
|
+1
|
New
|
|
|
272
|
Boston Partners
Boston,
Massachusetts
|
–
|
-$25.6M
|
-682,375
|
Closed
|
|
|
273
|
Capital Research Global Investors
Los Angeles,
California
|
–
|
-$17.8M
|
-497,858
|
Closed
|
|
|
274
|
Greenlight Capital
New York
|
–
|
-$14.7M
|
-411,071
|
Closed
|
|
|
275
|
TwinBeech Capital
Purchase,
New York
|
–
|
-$13M
|
-363,422
|
Closed
|
|
