|
301
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$1K
|
–
|
–
|
–
|
|
|
302
|
Citizens Financial Group
Providence,
Rhode Island
|
$1K
|
–
|
–
|
–
|
|
|
303
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$1K
|
–
|
–
|
–
|
|
|
304
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$1K
|
–
|
–
|
–
|
|
|
305
|
Edge Wealth Management
New York
|
$1K
|
–
|
–
|
–
|
|
|
306
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$1K
|
–
|
–
|
–
|
|
|
307
|
Hartford Financial Management
Hartford,
Connecticut
|
$1K
|
–
|
–
|
–
|
|
|
308
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$1K
|
–
|
–
|
–
|
|
|
309
|
Joel Isaacson & Co
New York
|
$1K
|
–
|
–
|
–
|
|
|
310
|
Tarbox Family Office
Newport Beach,
California
|
$1K
|
–
|
–
|
–
|
|
|
311
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$1K
|
–
|
–
|
–
|
|
|
312
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
313
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
314
|
Versant Capital Management
Phoenix,
Arizona
|
$1K
|
–
|
–
|
–
|
|
|
315
|
WhitTier Trust Company
Reno,
Nevada
|
$1K
|
–
|
–
|
–
|
|
|
316
|
|
$1K
|
+$198
|
+7
|
+37%
|
|
|
317
|
Valley Wealth Managers
Paramus,
New Jersey
|
$1K
|
+$538
|
+19
|
New
|
|
|
318
|
Delphi Private Advisors
San Diego,
California
|
$1K
|
+$1.44K
|
+51
|
New
|
|
|
319
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$1K
|
+$1.67K
|
+59
|
+179%
|
|
|
320
|
Sutton Wealth Advisors
Tampa,
Florida
|
$465
|
–
|
–
|
–
|
|
|
321
|
Raffa Wealth Management
Washington,
District of Columbia
|
$145
|
–
|
–
|
–
|
|
|
322
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
–
|
-$6.66M
|
-240,000
|
Closed
|
|
|
323
|
First National Bank of Omaha
Omaha,
Nebraska
|
–
|
-$3.83M
|
-138,230
|
Closed
|
|
|
324
|
APG Asset Management
Amsterdam,
Netherlands
|
–
|
-$2.75M
|
-99,067
|
Closed
|
|
|
325
|
Centaur Capital Partners
Southlake,
Texas
|
–
|
-$1.11M
|
-40,000
|
Closed
|
|
