|
2201
|
New York Life Trust
New York
|
$30K
|
-$320K
|
-3,833
|
-91%
|
|
|
2202
|
Madden Advisory Services
Jacksonville,
Florida
|
$30K
|
+$31.1K
|
+372
|
New
|
|
|
2203
|
Ironwood Financial
Tucson,
Arizona
|
$28K
|
–
|
–
|
–
|
|
|
2204
|
Solaris Asset Management
New York
|
$25K
|
–
|
–
|
–
|
|
|
2205
|
Macroview Investment Management
Bethesda,
Maryland
|
$23K
|
–
|
–
|
–
|
|
|
2206
|
Hefty Wealth Partners
Auburn,
Indiana
|
$23K
|
+$3.01K
|
+36
|
+15%
|
|
|
2207
|
Oakview Capital Management
Dallas,
Texas
|
$22K
|
–
|
–
|
–
|
|
|
2208
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$21K
|
-$4.76K
|
-57
|
-19%
|
|
|
2209
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$21K
|
–
|
–
|
–
|
|
|
2210
|
Portfolio Solutions
Royal Oak,
Michigan
|
$21K
|
+$20.9K
|
+250
|
New
|
|
|
2211
|
Redwood Investments
Boston,
Massachusetts
|
$19K
|
–
|
–
|
–
|
|
|
2212
|
Florence Capital Advisors
New York
|
$16K
|
–
|
–
|
–
|
|
|
2213
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$16K
|
+$167
|
+2
|
+1%
|
|
|
2214
|
Forward Management
San Francisco,
California
|
$15K
|
–
|
–
|
–
|
|
|
2215
|
Regal Wealth Group
Seal Beach,
California
|
$13K
|
–
|
–
|
–
|
|
|
2216
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$13K
|
–
|
–
|
–
|
|
|
2217
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$8K
|
+$7.94K
|
+95
|
New
|
|
|
2218
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$6K
|
-$225K
|
-2,692
|
-97%
|
|
|
2219
|
INR Advisory Services
Media,
Pennsylvania
|
$5K
|
+$1.84K
|
+22
|
+59%
|
|
|
2220
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$4.36K
|
+$29.8K
|
+357
|
New
|
|
|
2221
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$3K
|
–
|
–
|
–
|
|
|
2222
|
Ranger International Management
Lake Forest,
Illinois
|
$410
|
-$750K
|
-8,980
|
-64%
|
|
|
2223
|
Alleghany Corporation
New York
|
–
|
-$89.3M
|
-989,000
|
Closed
|
|
|
2224
|
Alkeon Capital Management
New York
|
–
|
-$72.9M
|
-808,055
|
Closed
|
|
|
2225
|
|
–
|
-$52.1M
|
-577,000
|
Closed
|
|
