|
801
|
Matrix Private Capital Group
New York
|
$5K
|
–
|
–
|
–
|
|
|
802
|
Pacifica Partners
Surrey,
Canada
|
$5K
|
–
|
–
|
–
|
|
|
803
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$5K
|
+$4.32K
|
+100
|
New
|
|
|
804
|
Viewpoint Capital Management
Seattle,
Washington
|
$5K
|
+$4.32K
|
+100
|
New
|
|
|
805
|
Oxford Financial Group
Carmel,
Indiana
|
$5K
|
+$4.84K
|
+112
|
New
|
|
|
806
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$5K
|
+$5.61K
|
+130
|
New
|
|
|
807
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
808
|
IronBridge Private Wealth
Austin,
Texas
|
$4K
|
–
|
–
|
–
|
|
|
809
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
810
|
Arax Advisory Partners
Denver,
Colorado
|
$4K
|
+$3.46K
|
+80
|
New
|
|
|
811
|
Covestor
London,
United Kingdom
|
$4K
|
+$3.63K
|
+84
|
New
|
|
|
812
|
AHL Investment Management
Winter Park,
Florida
|
$4K
|
+$3.8K
|
+88
|
New
|
|
|
813
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$3.81K
|
-$4.32K
|
-100
|
-54%
|
|
|
814
|
Bogart Wealth LLC
Mclean,
Virginia
|
$3K
|
–
|
–
|
–
|
|
|
815
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$3K
|
+$2.85K
|
+66
|
New
|
|
|
816
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$3K
|
+$3.28K
|
+76
|
New
|
|
|
817
|
James Investment Research
Alpha,
Ohio
|
$2K
|
–
|
–
|
–
|
|
|
818
|
Lake Point Wealth Management
Rockwall,
Texas
|
$2K
|
–
|
–
|
–
|
|
|
819
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$2K
|
+$2.25K
|
+52
|
New
|
|
|
820
|
Montag & Associates
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
821
|
Pin Oak Investment Advisors
Houston,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
822
|
Curi Wealth Management
Raleigh,
North Carolina
|
$1K
|
+$1.3K
|
+30
|
New
|
|
|
823
|
|
–
|
-$43.9M
|
-1,018,284
|
Closed
|
|
|
824
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
–
|
-$39.6M
|
-1,001,400
|
Closed
|
|
|
825
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
–
|
-$24.9M
|
-628,478
|
Closed
|
|
