|
1001
|
AllSquare Wealth Management
Albany,
New York
|
$28K
|
–
|
–
|
–
|
|
|
1002
|
City Holding Co
Charleston,
West Virginia
|
$28K
|
–
|
–
|
–
|
|
|
1003
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$28K
|
–
|
–
|
–
|
|
|
1004
|
Tarbox Family Office
Newport Beach,
California
|
$27K
|
-$1.19K
|
-23
|
-4%
|
|
|
1005
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$25K
|
–
|
–
|
–
|
|
|
1006
|
Webster Bank
Waterbury,
Connecticut
|
$25K
|
–
|
–
|
–
|
|
|
1007
|
Duncker Streett & Co
St. Louis,
Missouri
|
$23K
|
-$51.5K
|
-1,000
|
-67%
|
|
|
1008
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$23K
|
-$3.92K
|
-76
|
-13%
|
|
|
1009
|
EARNEST Partners
Atlanta,
Georgia
|
$23K
|
–
|
–
|
–
|
|
|
1010
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$23K
|
–
|
–
|
–
|
|
|
1011
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$23K
|
+$25.4K
|
+492
|
New
|
|
|
1012
|
West Paces Advisors
Atlanta,
Georgia
|
$22.7K
|
+$1.29K
|
+25
|
+5%
|
|
|
1013
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$22K
|
-$8.71K
|
-169
|
-26%
|
|
|
1014
|
Rockefeller Capital Management
New York
|
$22K
|
+$24.1K
|
+468
|
New
|
|
|
1015
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$21K
|
-$28.4K
|
-550
|
-55%
|
|
|
1016
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$20K
|
-$51.5K
|
-1,000
|
-69%
|
|
|
1017
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$19K
|
+$22K
|
+426
|
New
|
|
|
1018
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$18K
|
–
|
–
|
–
|
|
|
1019
|
Citizens Financial Group
Providence,
Rhode Island
|
$18K
|
–
|
–
|
–
|
|
|
1020
|
Crewe Advisors
Salt Lake City,
Utah
|
$18K
|
–
|
–
|
–
|
|
|
1021
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$18K
|
–
|
–
|
–
|
|
|
1022
|
Trustees of Dartmouth College
Hanover,
New Hampshire
|
$18K
|
–
|
–
|
–
|
|
|
1023
|
Royal Fund Management
Lady Lake,
Florida
|
$18K
|
+$3.87K
|
+75
|
+23%
|
|
|
1024
|
Gryphon Financial Partners
Columbus,
Ohio
|
$17K
|
-$4.64K
|
-90
|
-19%
|
|
|
1025
|
Ardevora Asset Management
London,
United Kingdom
|
$17K
|
–
|
–
|
–
|
|
