|
501
|
Guardian Life Insurance
New York
|
$20K
|
–
|
–
|
–
|
|
|
502
|
Zions Bancorporation
Salt Lake City,
Utah
|
$20K
|
+$19.8K
|
+390
|
+975%
|
|
|
503
|
Invictus RG
Hamilton,
Bermuda
|
$20K
|
+$22K
|
+434
|
New
|
|
|
504
|
Security National Trust
Wheeling,
West Virginia
|
$19K
|
–
|
–
|
–
|
|
|
505
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$18K
|
-$507
|
-10
|
-3%
|
|
|
506
|
BB&T Investment Services
Charlotte,
North Carolina
|
$18K
|
+$101
|
+2
|
+0.5%
|
|
|
507
|
Balentine LLC
Atlanta,
Georgia
|
$17K
|
–
|
–
|
–
|
|
|
508
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$17K
|
–
|
–
|
–
|
|
|
509
|
Capital Guardian Trust
Los Angeles,
California
|
$17K
|
+$15.2K
|
+300
|
New
|
|
|
510
|
Risk Paradigm Group
Austin,
Texas
|
$16.8K
|
–
|
–
|
–
|
|
|
511
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$16K
|
–
|
–
|
–
|
|
|
512
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$14K
|
–
|
–
|
–
|
|
|
513
|
Steward Partners Investment Advisory
New York
|
$13K
|
–
|
–
|
–
|
|
|
514
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$12K
|
+$12.8K
|
+252
|
New
|
|
|
515
|
AssetMark Inc
Concord,
California
|
$11K
|
-$14.9K
|
-295
|
-56%
|
|
|
516
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9K
|
–
|
–
|
–
|
|
|
517
|
Community Bank
Dewitt,
New York
|
$9K
|
–
|
–
|
–
|
|
|
518
|
Tortoise Investment Management
White Plains,
New York
|
$9K
|
–
|
–
|
–
|
|
|
519
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$9K
|
+$4.41K
|
+87
|
+87%
|
|
|
520
|
Lee Financial
Dallas,
Texas
|
$8K
|
–
|
–
|
–
|
|
|
521
|
Delta Asset Management
Memphis,
Tennessee
|
$7K
|
–
|
–
|
–
|
|
|
522
|
Gemmer Asset Management
Walnut Creek,
California
|
$7K
|
+$912
|
+18
|
+14%
|
|
|
523
|
Central Bank & Trust
Lexington,
Kentucky
|
$6K
|
–
|
–
|
–
|
|
|
524
|
Litman Gregory Wealth Management
Larkspur,
California
|
$6K
|
–
|
–
|
–
|
|
|
525
|
Oppenheimer Asset Management
New York
|
$5K
|
-$1.01K
|
-20
|
-16%
|
|
