|
201
|
Fidelity Investments
Boston,
Massachusetts
|
$30K
|
-$1.86K
|
-22
|
-6%
|
|
|
202
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$30K
|
+$14.7K
|
+174
|
+112%
|
|
|
203
|
|
$27K
|
-$606K
|
-7,179
|
-96%
|
|
|
204
|
First Horizon Advisors
Memphis,
Tennessee
|
$27K
|
–
|
–
|
–
|
|
|
205
|
Advisory Services Network
Atlanta,
Georgia
|
$26K
|
-$2.96K
|
-35
|
-11%
|
|
|
206
|
AssetMark Inc
Concord,
California
|
$26K
|
–
|
–
|
–
|
|
|
207
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$23K
|
–
|
–
|
–
|
|
|
208
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$23K
|
+$21.5K
|
+254
|
New
|
|
|
209
|
Versant Capital Management
Phoenix,
Arizona
|
$21K
|
+$5.57K
|
+66
|
+40%
|
|
|
210
|
Geneos Wealth Management
Englewood,
Colorado
|
$19K
|
–
|
–
|
–
|
|
|
211
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$18K
|
-$1.6K
|
-19
|
-9%
|
|
|
212
|
Israel Discount Bank of New York
New York
|
$17K
|
–
|
–
|
–
|
|
|
213
|
TCI Wealth Advisors
Tucson,
Arizona
|
$13K
|
–
|
–
|
–
|
|
|
214
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$12K
|
–
|
–
|
–
|
|
|
215
|
SignatureFD
Atlanta,
Georgia
|
$11K
|
–
|
–
|
–
|
|
|
216
|
Rockefeller Capital Management
New York
|
$11K
|
+$10.6K
|
+125
|
New
|
|
|
217
|
|
$10K
|
–
|
–
|
–
|
|
|
218
|
First Command Bank
Fort Worth,
Texas
|
$10K
|
–
|
–
|
–
|
|
|
219
|
First Command Financial Services
Fort Worth,
Texas
|
$10K
|
–
|
–
|
–
|
|
|
220
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$10K
|
–
|
–
|
–
|
|
|
221
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9K
|
-$14.3K
|
-169
|
-64%
|
|
|
222
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$8K
|
–
|
–
|
–
|
|
|
223
|
Synovus Financial
Columbus,
Georgia
|
$8K
|
–
|
–
|
–
|
|
|
224
|
Cresset Asset Management
Chicago,
Illinois
|
$7K
|
–
|
–
|
–
|
|
|
225
|
Cable Hill Partners
Portland,
Oregon
|
$6K
|
–
|
–
|
–
|
|
