|
326
|
D.A. Davidson & Co
Great Falls,
Montana
|
$19K
|
-$11.8K
|
-284
|
-35%
|
|
|
327
|
Gupta Wealth Management
San Diego,
California
|
$17K
|
-$1.33K
|
-32
|
-7%
|
|
|
328
|
Brown Brothers Harriman & Co
New York
|
$15K
|
–
|
–
|
–
|
|
|
329
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$15K
|
+$16.4K
|
+396
|
New
|
|
|
330
|
Gemmer Asset Management
Walnut Creek,
California
|
$14K
|
–
|
–
|
–
|
|
|
331
|
Reilly Financial Advisors
La Mesa,
California
|
$13K
|
+$14.1K
|
+340
|
New
|
|
|
332
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$12K
|
+$13.6K
|
+328
|
New
|
|
|
333
|
Tortoise Investment Management
White Plains,
New York
|
$10K
|
–
|
–
|
–
|
|
|
334
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$8K
|
+$829
|
+20
|
+11%
|
|
|
335
|
Lazard Asset Management
New York
|
$7K
|
-$441K
|
-10,640
|
-98%
|
|
|
336
|
Nelson Capital Management
Menlo Park,
California
|
$7K
|
–
|
–
|
–
|
|
|
337
|
Central Trust Company
Jefferson City,
Missouri
|
$7K
|
+$8.29K
|
+200
|
New
|
|
|
338
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6K
|
–
|
–
|
–
|
|
|
339
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$6K
|
+$6.63K
|
+160
|
New
|
|
|
340
|
First National Bank of Omaha
Omaha,
Nebraska
|
$5.65K
|
+$150K
|
+3,616
|
+2%
|
|
|
341
|
Advisory Services Network
Atlanta,
Georgia
|
$5K
|
-$11.6K
|
-280
|
-67%
|
|
|
342
|
First Personal Financial Services
Charlotte,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
|
343
|
Hood River Capital Management
Palm Beach Gardens,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
344
|
First Horizon Advisors
Memphis,
Tennessee
|
$5K
|
+$1.49K
|
+36
|
+35%
|
|
|
345
|
Sandy Spring Bank
Olney,
Maryland
|
$4K
|
–
|
–
|
–
|
|
|
346
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$3K
|
+$829
|
+20
|
+38%
|
|
|
347
|
Nuveen
Charlotte,
North Carolina
|
$2.88K
|
–
|
–
|
–
|
|
|
348
|
MSI Financial Services
Springfield,
Massachusetts
|
$1K
|
+$663
|
+16
|
+400%
|
|
|
349
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$1K
|
+$1.66K
|
+40
|
New
|
|
|
350
|
Conatus Capital Management
Greenwich,
Connecticut
|
–
|
-$71M
|
-1,596,340
|
Closed
|
|
