|
401
|
West Oak Capital
Westlake Village,
California
|
$17.4K
|
–
|
–
|
–
|
|
|
402
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
$16K
|
+$16.7K
|
+322
|
New
|
|
|
403
|
Thomasville National Bank
Thomasville,
Georgia
|
$15K
|
+$15.7K
|
+302
|
New
|
|
|
404
|
EFG Asset Management (Americas)
Miami,
Florida
|
$14K
|
-$312K
|
-6,011
|
-95%
|
|
|
405
|
Delta Asset Management
Memphis,
Tennessee
|
$13K
|
–
|
–
|
–
|
|
|
406
|
Community Bank
Dewitt,
New York
|
$12K
|
–
|
–
|
–
|
|
|
407
|
ClearBridge Investments
New York
|
$11K
|
–
|
–
|
–
|
|
|
408
|
Gemmer Asset Management
Walnut Creek,
California
|
$11K
|
+$1.19K
|
+23
|
+12%
|
|
|
409
|
Advisory Services Network
Atlanta,
Georgia
|
$10K
|
–
|
–
|
–
|
|
|
410
|
Evercore Wealth Management
New York
|
$10K
|
–
|
–
|
–
|
|
|
411
|
Formidable Asset Management
Cincinnati,
Ohio
|
$10K
|
–
|
–
|
–
|
|
|
412
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$10K
|
+$10.4K
|
+200
|
New
|
|
|
413
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$8K
|
+$52
|
+1
|
+0.6%
|
|
|
414
|
Aris Wealth Services
State College,
Pennsylvania
|
$8K
|
+$8.41K
|
+162
|
New
|
|
|
415
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$7K
|
–
|
–
|
–
|
|
|
416
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
417
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$4K
|
+$208
|
+4
|
+5%
|
|
|
418
|
WealthPLAN Partners
Omaha,
Nebraska
|
$4K
|
+$4.36K
|
+84
|
New
|
|
|
419
|
Tarbox Family Office
Newport Beach,
California
|
$2K
|
–
|
–
|
–
|
|
|
420
|
MV Capital Management
Bethesda,
Maryland
|
$1K
|
–
|
–
|
–
|
|
|
421
|
TCI Wealth Advisors
Tucson,
Arizona
|
$1K
|
–
|
–
|
–
|
|
|
422
|
Gupta Wealth Management
San Diego,
California
|
$1K
|
+$571
|
+11
|
New
|
|
|
423
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$1K
|
+$831
|
+16
|
New
|
|
|
424
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
+$934
|
+18
|
New
|
|
|
425
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$1K
|
+$986
|
+19
|
New
|
|
