|
501
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$35K
|
–
|
–
|
–
|
|
|
502
|
Guardian Life Insurance
New York
|
$30K
|
–
|
–
|
–
|
|
|
503
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$29K
|
–
|
–
|
–
|
|
|
504
|
Optimum Investment Advisors
Chicago,
Illinois
|
$28K
|
-$26.4K
|
-400
|
-50%
|
|
|
505
|
Kings Point Capital Management
Great Neck,
New York
|
$28K
|
–
|
–
|
–
|
|
|
506
|
WhitTier Trust Company
Reno,
Nevada
|
$26K
|
–
|
–
|
–
|
|
|
507
|
Vigilant Capital Management
Portland,
Maine
|
$24K
|
-$16.5K
|
-250
|
-42%
|
|
|
508
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$23K
|
–
|
–
|
–
|
|
|
509
|
Kelly Financial Services
Braintree,
Massachusetts
|
$22.7K
|
–
|
–
|
–
|
|
|
510
|
Asset Dedication LLC
San Francisco,
California
|
$21K
|
–
|
–
|
–
|
|
|
511
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$21K
|
–
|
–
|
–
|
|
|
512
|
Gemmer Asset Management
Walnut Creek,
California
|
$20K
|
–
|
–
|
–
|
|
|
513
|
Tompkins Financial
Ithaca,
New York
|
$20K
|
–
|
–
|
–
|
|
|
514
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$19.6K
|
–
|
–
|
–
|
|
|
515
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$17K
|
–
|
–
|
–
|
|
|
516
|
|
$17K
|
–
|
–
|
–
|
|
|
517
|
Zions Bancorporation
Salt Lake City,
Utah
|
$16K
|
-$3.17K
|
-48
|
-17%
|
|
|
518
|
Next Capital Management
New York
|
$16K
|
+$15.5K
|
+234
|
New
|
|
|
519
|
Lindbrook Capital
Calabasas,
California
|
$15K
|
–
|
–
|
–
|
|
|
520
|
SignatureFD
Atlanta,
Georgia
|
$15K
|
–
|
–
|
–
|
|
|
521
|
Howe & Rusling
Rochester,
New York
|
$14K
|
-$27.6K
|
-417
|
-68%
|
|
|
522
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$14K
|
–
|
–
|
–
|
|
|
523
|
Centerpoint Advisors
Needham,
Massachusetts
|
$14K
|
–
|
–
|
–
|
|
|
524
|
Pflug Koory
Omaha,
Nebraska
|
$14K
|
–
|
–
|
–
|
|
|
525
|
Private Capital Group
West Hartford,
Connecticut
|
$13K
|
-$9.26K
|
-140
|
-43%
|
|
