|
1001
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$40K
|
–
|
–
|
–
|
|
|
1002
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$39K
|
+$5.62K
|
+29
|
+17%
|
|
|
1003
|
Watermark Asset Management
San Ramon,
California
|
$38K
|
–
|
–
|
–
|
|
|
1004
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$37K
|
–
|
–
|
–
|
|
|
1005
|
Washington Trust Bank
Spokane,
Washington
|
$37K
|
+$35.7K
|
+184
|
+1,673%
|
|
|
1006
|
Alexandria Capital
Arlington,
Virginia
|
$36K
|
–
|
–
|
–
|
|
|
1007
|
|
$36K
|
–
|
–
|
–
|
|
|
1008
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$36K
|
+$36.3K
|
+187
|
New
|
|
|
1009
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$35K
|
–
|
–
|
–
|
|
|
1010
|
North Star Investment Management
Chicago,
Illinois
|
$34K
|
-$42.7K
|
-220
|
-55%
|
|
|
1011
|
Security National Trust
Wheeling,
West Virginia
|
$34K
|
-$1.16K
|
-6
|
-3%
|
|
|
1012
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$34K
|
+$27.5K
|
+142
|
+394%
|
|
|
1013
|
Versant Capital Management
Phoenix,
Arizona
|
$33K
|
+$1.16K
|
+6
|
+4%
|
|
|
1014
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$32K
|
–
|
–
|
–
|
|
|
1015
|
Nelson Capital Management
Menlo Park,
California
|
$31K
|
-$4.07K
|
-21
|
-11%
|
|
|
1016
|
Grove Bank & Trust
Miami,
Florida
|
$30K
|
+$14.3K
|
+74
|
+87%
|
|
|
1017
|
Proficio Capital Partners
Newton,
Massachusetts
|
$29K
|
-$2.33K
|
-12
|
-7%
|
|
|
1018
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$29K
|
–
|
–
|
–
|
|
|
1019
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$26.8K
|
–
|
–
|
–
|
|
|
1020
|
First Interstate Bank
Billings,
Montana
|
$26K
|
-$65.9K
|
-340
|
-71%
|
|
|
1021
|
Armbruster Capital Management
Pittsford,
New York
|
$25K
|
-$12.6K
|
-65
|
-34%
|
|
|
1022
|
American National Bank & Trust
Wichita Falls,
Texas
|
$24K
|
–
|
–
|
–
|
|
|
1023
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$24K
|
–
|
–
|
–
|
|
|
1024
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$24K
|
–
|
–
|
–
|
|
|
1025
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$23K
|
+$19K
|
+98
|
+426%
|
|
