|
501
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$5K
|
–
|
–
|
–
|
|
|
502
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$5K
|
–
|
–
|
–
|
|
|
503
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$5K
|
–
|
–
|
–
|
|
|
504
|
Twin Tree Management
Dallas,
Texas
|
$4K
|
-$4.62M
|
-50,913
|
-100%
|
|
|
505
|
Brown Brothers Harriman & Co
New York
|
$4K
|
-$2.54K
|
-28
|
-40%
|
|
|
506
|
Investors Research Corp
Atlanta,
Georgia
|
$4K
|
–
|
–
|
–
|
|
|
507
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$4K
|
+$3.27K
|
+36
|
New
|
|
|
508
|
QCI Asset Management
Pittsford,
New York
|
$4K
|
+$3.72K
|
+41
|
New
|
|
|
509
|
CNB Bank
Clearfield,
Pennsylvania
|
$4K
|
+$4.08K
|
+45
|
New
|
|
|
510
|
Evolution Wealth Advisors
Aventura,
Florida
|
$4K
|
+$4.17K
|
+46
|
New
|
|
|
511
|
Sutton Wealth Advisors
Tampa,
Florida
|
$3.32K
|
+$1.18K
|
+13
|
+62%
|
|
|
512
|
Reilly Financial Advisors
La Mesa,
California
|
$3K
|
–
|
–
|
–
|
|
|
513
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$3K
|
–
|
–
|
–
|
|
|
514
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$2.25K
|
-$272
|
-3
|
-12%
|
|
|
515
|
Global Retirement Partners
San Rafael,
California
|
$2K
|
-$635
|
-7
|
-27%
|
|
|
516
|
Citizens Financial Group
Providence,
Rhode Island
|
$2K
|
–
|
–
|
–
|
|
|
517
|
Globeflex Capital
San Diego,
California
|
$2K
|
+$1.54K
|
+17
|
New
|
|
|
518
|
Zions Bancorporation
Salt Lake City,
Utah
|
$1K
|
-$4.54K
|
-50
|
-78%
|
|
|
519
|
Whittier Trust
South Pasadena,
California
|
$1K
|
–
|
–
|
–
|
|
|
520
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$1K
|
+$817
|
+9
|
New
|
|
|
521
|
Simon Quick Advisors
Morristown,
New Jersey
|
$684
|
+$635
|
+7
|
New
|
|
|
522
|
WealthStone
Columbus,
Ohio
|
$684
|
+$635
|
+7
|
New
|
|
|
523
|
|
–
|
-$72.3M
|
-870,190
|
Closed
|
|
|
524
|
|
–
|
-$66.1M
|
-795,557
|
Closed
|
|
|
525
|
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
–
|
-$55.8M
|
-670,803
|
Closed
|
|
