|
501
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$15K
|
–
|
–
|
–
|
|
|
502
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$15K
|
+$14.3K
|
+1,888
|
New
|
|
|
503
|
First Personal Financial Services
Charlotte,
North Carolina
|
$14K
|
-$4.5K
|
-592
|
-26%
|
|
|
504
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$14K
|
–
|
–
|
–
|
|
|
505
|
Central Trust Company
Jefferson City,
Missouri
|
$13K
|
–
|
–
|
–
|
|
|
506
|
Sonora Investment Management
Tucson,
Arizona
|
$13K
|
–
|
–
|
–
|
|
|
507
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$10K
|
+$9.54K
|
+1,256
|
New
|
|
|
508
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9K
|
–
|
–
|
–
|
|
|
509
|
Versant Capital Management
Phoenix,
Arizona
|
$8K
|
-$365
|
-48
|
-5%
|
|
|
510
|
Proficio Capital Partners
Newton,
Massachusetts
|
$7K
|
–
|
–
|
–
|
|
|
511
|
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
$5K
|
-$195K
|
-25,672
|
-98%
|
|
|
512
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$5K
|
–
|
–
|
–
|
|
|
513
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$5K
|
+$304
|
+40
|
+7%
|
|
|
514
|
Lenox Wealth Advisors
New York
|
$5K
|
+$4.25K
|
+560
|
New
|
|
|
515
|
Archford Capital Strategies
Swansea,
Illinois
|
$4K
|
-$4.68K
|
-616
|
-50%
|
|
|
516
|
Tarbox Family Office
Newport Beach,
California
|
$4K
|
–
|
–
|
–
|
|
|
517
|
Delphi Private Advisors
San Diego,
California
|
$4K
|
+$3.89K
|
+512
|
New
|
|
|
518
|
Sutton Wealth Advisors
Tampa,
Florida
|
$3.51K
|
–
|
–
|
–
|
|
|
519
|
Washington Trust Bank
Spokane,
Washington
|
$3K
|
-$2.61K
|
-344
|
-48%
|
|
|
520
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$2K
|
–
|
–
|
–
|
|
|
521
|
Hefty Wealth Partners
Auburn,
Indiana
|
$2K
|
–
|
–
|
–
|
|
|
522
|
Herndon Capital Management
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
523
|
SRH Advisors
Salina,
Kansas
|
$2K
|
–
|
–
|
–
|
|
|
524
|
TCI Wealth Advisors
Tucson,
Arizona
|
$2K
|
–
|
–
|
–
|
|
|
525
|
Parallax Volatility Advisers
San Francisco,
California
|
$2K
|
+$1.7K
|
+224
|
New
|
|
