|
1201
|
Regal Wealth Group
Seal Beach,
California
|
$16K
|
+$16.2K
|
+193
|
New
|
|
|
1202
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$15K
|
–
|
–
|
–
|
|
|
1203
|
Country Trust Bank
Bloomington,
Illinois
|
$14K
|
-$16.8K
|
-200
|
-55%
|
|
|
1204
|
Omnia Family Wealth
Aventura,
Florida
|
$14K
|
+$4.29K
|
+51
|
+45%
|
|
|
1205
|
Fred Alger Management
New York
|
$13K
|
–
|
–
|
–
|
|
|
1206
|
West Oak Capital
Westlake Village,
California
|
$12.5K
|
–
|
–
|
–
|
|
|
1207
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$11K
|
–
|
–
|
–
|
|
|
1208
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$11K
|
–
|
–
|
–
|
|
|
1209
|
Wealthcare Capital Management
Richmond,
Virginia
|
$10K
|
–
|
–
|
–
|
|
|
1210
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
1211
|
Macroview Investment Management
Bethesda,
Maryland
|
$8K
|
–
|
–
|
–
|
|
|
1212
|
Perennial Advisors
New York
|
$8K
|
–
|
–
|
–
|
|
|
1213
|
SRH Advisors
Salina,
Kansas
|
$8K
|
–
|
–
|
–
|
|
|
1214
|
Solaris Asset Management
New York
|
$8K
|
+$7.57K
|
+90
|
New
|
|
|
1215
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$8K
|
+$8.41K
|
+100
|
New
|
|
|
1216
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$5K
|
-$20.3K
|
-241
|
-80%
|
|
|
1217
|
Aviance Capital Management
Sarasota,
Florida
|
$4K
|
+$4.04K
|
+48
|
New
|
|
|
1218
|
Raffa Wealth Management
Washington,
District of Columbia
|
$3.01K
|
–
|
–
|
–
|
|
|
1219
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
1220
|
Smith Group Asset Management
Dallas,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
1221
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$3K
|
–
|
–
|
–
|
|
|
1222
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$2K
|
-$71.4K
|
-850
|
-98%
|
|
|
1223
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$2K
|
+$1.68K
|
+20
|
New
|
|
|
1224
|
Flaharty Asset Management
Clearwater,
Florida
|
$260
|
-$256K
|
-3,040
|
-100%
|
|
|
1225
|
|
–
|
-$18.4M
|
-224,624
|
Closed
|
|
