|
201
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$18K
|
–
|
–
|
–
|
|
|
202
|
AssetMark Inc
Concord,
California
|
$18K
|
+$21.7K
|
+1,000
|
New
|
|
|
203
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$13K
|
–
|
–
|
–
|
|
|
204
|
Creative Financial Designs
Kokomo,
Indiana
|
$12K
|
–
|
–
|
–
|
|
|
205
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$9K
|
–
|
–
|
–
|
|
|
206
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$9K
|
–
|
–
|
–
|
|
|
207
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
208
|
Global Retirement Partners
San Rafael,
California
|
$7K
|
–
|
–
|
–
|
|
|
209
|
TCI Wealth Advisors
Tucson,
Arizona
|
$7K
|
–
|
–
|
–
|
|
|
210
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$6K
|
-$23K
|
-1,058
|
-75%
|
|
|
211
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$6K
|
–
|
–
|
–
|
|
|
212
|
Winch Advisory Services
Appleton,
Wisconsin
|
$6K
|
–
|
–
|
–
|
|
|
213
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$4K
|
–
|
–
|
–
|
|
|
214
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
215
|
Washington Trust Bank
Spokane,
Washington
|
$4K
|
–
|
–
|
–
|
|
|
216
|
D'Orazio & Associates
Falls Church,
Virginia
|
$4K
|
+$4.89K
|
+225
|
New
|
|
|
217
|
NewEdge Advisors
New Orleans,
Louisiana
|
$3.52K
|
+$4.35K
|
+200
|
New
|
|
|
218
|
Tower Research Capital (TRC)
New York
|
$3K
|
+$4.09K
|
+188
|
New
|
|
|
219
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$3K
|
+$4.35K
|
+200
|
New
|
|
|
220
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$2K
|
–
|
–
|
–
|
|
|
221
|
Tradewinds Capital Management
Bellingham,
Washington
|
$2K
|
–
|
–
|
–
|
|
|
222
|
SEI Investments
Oaks,
Pennsylvania
|
$2K
|
+$478
|
+22
|
+20%
|
|
|
223
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1K
|
-$217
|
-10
|
-17%
|
|
|
224
|
Parallel Advisors
San Francisco,
California
|
$1K
|
+$1.13K
|
+52
|
New
|
|
|
225
|
AJO LP
Philadelphia,
Pennsylvania
|
–
|
-$11.2M
|
-536,085
|
Closed
|
|
