|
1301
|
Catamount Wealth Management
Westport,
Connecticut
|
$9K
|
–
|
–
|
–
|
|
|
1302
|
Perkins Coie Trust Company
Seattle,
Washington
|
$9K
|
–
|
–
|
–
|
|
|
1303
|
Gradient Investments
Arden Hills,
Minnesota
|
$9K
|
+$7.82K
|
+62
|
+1,033%
|
|
|
1304
|
Horan Securities
Cincinnati,
United States
|
$9K
|
+$8.32K
|
+66
|
New
|
|
|
1305
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$8K
|
-$44K
|
-349
|
-85%
|
|
|
1306
|
American Research & Management Company
Marion,
Massachusetts
|
$8K
|
–
|
–
|
–
|
|
|
1307
|
New Capital Management
Houston,
Texas
|
$7K
|
–
|
–
|
–
|
|
|
1308
|
Edge Wealth Management
New York
|
$6K
|
–
|
–
|
–
|
|
|
1309
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$6K
|
+$6.18K
|
+49
|
New
|
|
|
1310
|
TLP Group
Evanston,
Illinois
|
$5K
|
-$202K
|
-1,602
|
-98%
|
|
|
1311
|
New York Life Trust
New York
|
$5K
|
-$2.4K
|
-19
|
-35%
|
|
|
1312
|
Israel Discount Bank of New York
New York
|
$5K
|
–
|
–
|
–
|
|
|
1313
|
Tradewinds Capital Management
Bellingham,
Washington
|
$5K
|
–
|
–
|
–
|
|
|
1314
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
1315
|
Thompson Davis & Co
Richmond,
Virginia
|
$4K
|
–
|
–
|
–
|
|
|
1316
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$3K
|
-$1.77K
|
-14
|
-38%
|
|
|
1317
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$3K
|
-$1.26K
|
-10
|
-29%
|
|
|
1318
|
Macroview Investment Management
Bethesda,
Maryland
|
$3K
|
–
|
–
|
–
|
|
|
1319
|
Smith Group Asset Management
Dallas,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
1320
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$2.25K
|
-$492K
|
-3,900
|
-19%
|
|
|
1321
|
Virtus Fund Advisers
Hartford,
Connecticut
|
$2K
|
–
|
–
|
–
|
|
|
1322
|
Wealthcare Capital Management
Richmond,
Virginia
|
$2K
|
–
|
–
|
–
|
|
|
1323
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$1.64K
|
+$24.3K
|
+193
|
+877%
|
|
|
1324
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
-$126
|
-1
|
-33%
|
|
|
1325
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$1K
|
–
|
–
|
–
|
|
