|
201
|
First Interstate Bank
Billings,
Montana
|
$17K
|
–
|
–
|
–
|
|
|
202
|
Versant Capital Management
Phoenix,
Arizona
|
$17K
|
–
|
–
|
–
|
|
|
203
|
Sonora Investment Management
Tucson,
Arizona
|
$8.53K
|
+$7.53K
|
+200
|
New
|
|
|
204
|
First Personal Financial Services
Charlotte,
North Carolina
|
$7K
|
-$1.7K
|
-45
|
-22%
|
|
|
205
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$7K
|
–
|
–
|
–
|
|
|
206
|
Gemmer Asset Management
Walnut Creek,
California
|
$7K
|
–
|
–
|
–
|
|
|
207
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$6K
|
+$3.28K
|
+87
|
+138%
|
|
|
208
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4K
|
+$3.77K
|
+100
|
New
|
|
|
209
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$3.46K
|
–
|
–
|
–
|
|
|
210
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$3K
|
-$12.7K
|
-336
|
-84%
|
|
|
211
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
212
|
Advisory Services Network
Atlanta,
Georgia
|
$3K
|
+$1.96K
|
+52
|
+208%
|
|
|
213
|
WFG Advisors
Dallas,
Texas
|
$3K
|
+$2.9K
|
+77
|
New
|
|
|
214
|
|
$2K
|
-$37.9K
|
-1,007
|
-96%
|
|
|
215
|
Geneos Wealth Management
Englewood,
Colorado
|
$1K
|
–
|
–
|
–
|
|
|
216
|
IHT Wealth Management
Chicago,
Illinois
|
$1K
|
–
|
–
|
–
|
|
|
217
|
|
$1K
|
–
|
–
|
–
|
|
|
218
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1K
|
+$113
|
+3
|
+13%
|
|
|
219
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$1K
|
+$1.05K
|
+28
|
New
|
|
|
220
|
Westpac Banking Corp
Sydney,
Australia
|
–
|
-$36.9M
|
-876,801
|
Closed
|
|
|
221
|
Garelick Capital Partners
Boston,
Massachusetts
|
–
|
-$24.6M
|
-585,117
|
Closed
|
|
|
222
|
Origin Asset Management
London,
United Kingdom
|
–
|
-$11.5M
|
-273,029
|
Closed
|
|
|
223
|
Braun Stacey Associates
New York
|
–
|
-$10M
|
-237,955
|
Closed
|
|
|
224
|
THB Asset Management
Norwalk,
Connecticut
|
–
|
-$9.8M
|
-233,142
|
Closed
|
|
|
225
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
–
|
-$8.94M
|
-212,680
|
Closed
|
|
