|
501
|
Kings Point Capital Management
Great Neck,
New York
|
$30K
|
–
|
–
|
–
|
|
|
502
|
TD Private Client Wealth
New York
|
$29.1K
|
-$153K
|
-1,017
|
-82%
|
|
|
503
|
AssetMark Inc
Concord,
California
|
$29K
|
+$4.98K
|
+33
|
+17%
|
|
|
504
|
Bartlett & Co
Cincinnati,
Ohio
|
$29K
|
+$32.9K
|
+218
|
New
|
|
|
505
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$28.8K
|
+$32.9K
|
+218
|
New
|
|
|
506
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$26K
|
-$189K
|
-1,250
|
-86%
|
|
|
507
|
Creative Financial Designs
Kokomo,
Indiana
|
$26K
|
-$22.6K
|
-150
|
-43%
|
|
|
508
|
AllSquare Wealth Management
Albany,
New York
|
$26K
|
–
|
–
|
–
|
|
|
509
|
Sittner & Nelson
Eugene,
Oregon
|
$26K
|
–
|
–
|
–
|
|
|
510
|
Brown Brothers Harriman & Co
New York
|
$25K
|
–
|
–
|
–
|
|
|
511
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$23K
|
–
|
–
|
–
|
|
|
512
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$23K
|
+$23.1K
|
+153
|
New
|
|
|
513
|
Central Trust Company
Jefferson City,
Missouri
|
$22K
|
-$26.7K
|
-177
|
-52%
|
|
|
514
|
First Horizon Advisors
Memphis,
Tennessee
|
$22K
|
-$5.13K
|
-34
|
-17%
|
|
|
515
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$22K
|
–
|
–
|
–
|
|
|
516
|
WhitTier Trust Company
Reno,
Nevada
|
$22K
|
–
|
–
|
–
|
|
|
517
|
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
|
$22K
|
+$1.36K
|
+9
|
+6%
|
|
|
518
|
Catalyst Capital Advisors
Huntington,
New York
|
$22K
|
+$4.07K
|
+27
|
+19%
|
|
|
519
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$21K
|
-$1.96K
|
-13
|
-8%
|
|
|
520
|
Mizuho Securities
Tokyo,
Japan
|
$21K
|
+$24.1K
|
+160
|
New
|
|
|
521
|
Gradient Investments
Arden Hills,
Minnesota
|
$20K
|
-$45.3K
|
-300
|
-67%
|
|
|
522
|
Tevis Investment Management
Plano,
Texas
|
$20K
|
+$22.6K
|
+150
|
New
|
|
|
523
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$19K
|
–
|
–
|
–
|
|
|
524
|
Norway Savings Bank
Portland,
Maine
|
$19K
|
–
|
–
|
–
|
|
|
525
|
GW&K Investment Management
Boston,
Massachusetts
|
$18K
|
-$733K
|
-4,860
|
-97%
|
|
