|
201
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$25K
|
–
|
–
|
–
|
|
|
202
|
Globeflex Capital
San Diego,
California
|
$25K
|
+$3.34K
|
+57
|
+14%
|
|
|
203
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$23K
|
-$704
|
-12
|
-3%
|
|
|
204
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$22K
|
–
|
–
|
–
|
|
|
205
|
Howe & Rusling
Rochester,
New York
|
$22K
|
–
|
–
|
–
|
|
|
206
|
Washington Trust Bank
Spokane,
Washington
|
$19K
|
+$7.74K
|
+132
|
+60%
|
|
|
207
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$13K
|
+$13.4K
|
+229
|
New
|
|
|
208
|
Efficient Market Advisors
San Diego,
California
|
$12K
|
–
|
–
|
–
|
|
|
209
|
Westport Resources Management
Westport,
Connecticut
|
$11K
|
–
|
–
|
–
|
|
|
210
|
Evercore Wealth Management
New York
|
$10K
|
+$2.46K
|
+42
|
+30%
|
|
|
211
|
MV Capital Management
Bethesda,
Maryland
|
$9K
|
–
|
–
|
–
|
|
|
212
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$8K
|
-$4.99K
|
-85
|
-36%
|
|
|
213
|
Patten Group
Chattanooga,
Tennessee
|
$7.44K
|
+$7.92K
|
+135
|
New
|
|
|
214
|
Gupta Wealth Management
San Diego,
California
|
$6K
|
+$5.87K
|
+100
|
New
|
|
|
215
|
Aris Wealth Services
State College,
Pennsylvania
|
$5K
|
+$1.35K
|
+23
|
+38%
|
|
|
216
|
D'Orazio & Associates
Falls Church,
Virginia
|
$4K
|
–
|
–
|
–
|
|
|
217
|
Reilly Financial Advisors
La Mesa,
California
|
$4K
|
–
|
–
|
–
|
|
|
218
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$2K
|
-$4.58K
|
-78
|
-65%
|
|
|
219
|
Managed Account Advisors
Jersey City,
New Jersey
|
$2K
|
-$59
|
-1
|
-3%
|
|
|
220
|
Kanaly Trust
Houston,
Texas
|
$2K
|
–
|
–
|
–
|
|
|
221
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$2K
|
+$2.4K
|
+41
|
New
|
|
|
222
|
BlackRock Investment Management
Wilmington,
Delaware
|
$1K
|
–
|
–
|
–
|
|
|
223
|
|
–
|
-$31.3M
|
-534,476
|
Closed
|
|
|
224
|
Bluefin Capital Management
New York
|
–
|
-$21.8M
|
-380,889
|
Closed
|
|
|
225
|
City of London Investment Management
London,
United Kingdom
|
–
|
-$15.2M
|
-265,728
|
Closed
|
|
