|
401
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$44K
|
–
|
–
|
–
|
|
|
402
|
Next Financial Group
Houston,
Texas
|
$41K
|
+$41.4K
|
+640
|
New
|
|
|
403
|
Rockefeller Capital Management
New York
|
$38K
|
–
|
–
|
–
|
|
|
404
|
Guardian Life Insurance
New York
|
$35K
|
+$1.04K
|
+16
|
+3%
|
|
|
405
|
Kaizen Advisory
Wheaton,
Illinois
|
$34K
|
+$3.88K
|
+60
|
+13%
|
|
|
406
|
Executive Wealth Management
Brighton,
Michigan
|
$34K
|
+$35K
|
+540
|
New
|
|
|
407
|
First Bank & Trust
Brookings,
South Dakota
|
$32K
|
–
|
–
|
–
|
|
|
408
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$32K
|
+$3.37K
|
+52
|
+12%
|
|
|
409
|
Valeo Financial Advisors
Carmel,
Indiana
|
$28K
|
-$8.8K
|
-136
|
-24%
|
|
|
410
|
Parallel Advisors
San Francisco,
California
|
$27K
|
–
|
–
|
–
|
|
|
411
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$25K
|
–
|
–
|
–
|
|
|
412
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$25K
|
+$25.9K
|
+400
|
New
|
|
|
413
|
Essex Savings Bank
Essex,
Connecticut
|
$25K
|
+$25.9K
|
+400
|
New
|
|
|
414
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$23K
|
-$220K
|
-3,400
|
-90%
|
|
|
415
|
Pacer Advisors
Malvern,
Pennsylvania
|
$22K
|
-$685K
|
-10,588
|
-97%
|
|
|
416
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$22K
|
-$5.18K
|
-80
|
-19%
|
|
|
417
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$22K
|
–
|
–
|
–
|
|
|
418
|
CSat Investment Advisory
Detroit,
Michigan
|
$21K
|
+$4.92K
|
+76
|
+30%
|
|
|
419
|
Cresset Asset Management
Chicago,
Illinois
|
$21K
|
+$21.5K
|
+332
|
New
|
|
|
420
|
Tortoise Investment Management
White Plains,
New York
|
$17K
|
–
|
–
|
–
|
|
|
421
|
Berman Capital Advisors
Atlanta,
Georgia
|
$17K
|
+$17.9K
|
+276
|
New
|
|
|
422
|
Gemmer Asset Management
Walnut Creek,
California
|
$15K
|
–
|
–
|
–
|
|
|
423
|
Regions Financial Corp
Birmingham,
Alabama
|
$15K
|
–
|
–
|
–
|
|
|
424
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$15K
|
+$15.3K
|
+236
|
New
|
|
|
425
|
Moody National Bank Trust Division
Galveston,
Texas
|
$14K
|
+$14K
|
+216
|
New
|
|
