|
301
|
TCI Wealth Advisors
Tucson,
Arizona
|
$13K
|
–
|
–
|
–
|
|
|
302
|
Next Financial Group
Houston,
Texas
|
$13K
|
+$13K
|
+380
|
New
|
|
|
303
|
CKW Financial Group
Honolulu,
Hawaii
|
$12K
|
–
|
–
|
–
|
|
|
304
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$9K
|
–
|
–
|
–
|
|
|
305
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$8.43K
|
–
|
–
|
–
|
|
|
306
|
Evercore Wealth Management
New York
|
$6K
|
+$5.97K
|
+174
|
New
|
|
|
307
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$5K
|
-$20.7K
|
-603
|
-80%
|
|
|
308
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
|
309
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$5K
|
–
|
–
|
–
|
|
|
310
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$5K
|
–
|
–
|
–
|
|
|
311
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$5K
|
–
|
–
|
–
|
|
|
312
|
Envestnet Asset Management
Chicago,
Illinois
|
$4K
|
-$515
|
-15
|
-10%
|
|
|
313
|
Focused Wealth Management
Newburgh,
New York
|
$4K
|
–
|
–
|
–
|
|
|
314
|
Hartford Financial Management
Hartford,
Connecticut
|
$4K
|
–
|
–
|
–
|
|
|
315
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$4K
|
–
|
–
|
–
|
|
|
316
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
317
|
Colony Group
Boston,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
318
|
Delta Asset Management
Memphis,
Tennessee
|
$3K
|
–
|
–
|
–
|
|
|
319
|
Formidable Asset Management
Cincinnati,
Ohio
|
$2K
|
–
|
–
|
–
|
|
|
320
|
Manchester Capital Management
Manchester,
Vermont
|
$2K
|
–
|
–
|
–
|
|
|
321
|
Brave Asset Management
Summit,
New Jersey
|
$2K
|
+$69
|
+2
|
+4%
|
|
|
322
|
Reilly Financial Advisors
La Mesa,
California
|
$1K
|
–
|
–
|
–
|
|
|
323
|
Private Trust Company
Cleveland,
Ohio
|
$1K
|
+$720
|
+21
|
New
|
|
|
324
|
OppenheimerFunds
New York
|
–
|
-$112M
|
-3,127,363
|
Closed
|
|
|
325
|
Lombard Odier Asset Management (USA)
New York
|
–
|
-$32.6M
|
-906,750
|
Closed
|
|
