|
151
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$20K
|
-$8.64K
|
-446
|
-31%
|
|
|
152
|
Next Financial Group
Houston,
Texas
|
$20K
|
-$2.9K
|
-150
|
-13%
|
|
|
153
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$20K
|
–
|
–
|
–
|
|
|
154
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$19K
|
–
|
–
|
–
|
|
|
155
|
First Personal Financial Services
Charlotte,
North Carolina
|
$15K
|
–
|
–
|
–
|
|
|
156
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$14K
|
–
|
–
|
–
|
|
|
157
|
First Interstate Bank
Billings,
Montana
|
$13K
|
+$5.81K
|
+300
|
+83%
|
|
|
158
|
Duncker Streett & Co
St. Louis,
Missouri
|
$12K
|
–
|
–
|
–
|
|
|
159
|
Whittier Trust
South Pasadena,
California
|
$12K
|
+$11.6K
|
+600
|
New
|
|
|
160
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$11K
|
-$630K
|
-32,523
|
-98%
|
|
|
161
|
Washington Trust Bank
Spokane,
Washington
|
$11K
|
+$10.7K
|
+550
|
New
|
|
|
162
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$11K
|
+$10.8K
|
+557
|
New
|
|
|
163
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$10K
|
+$9.68K
|
+500
|
New
|
|
|
164
|
Perigon Wealth Management
San Francisco,
California
|
$8K
|
+$7.49K
|
+387
|
New
|
|
|
165
|
City Holding Co
Charleston,
West Virginia
|
$7K
|
–
|
–
|
–
|
|
|
166
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
167
|
BlackRock Investment Management
Wilmington,
Delaware
|
$7K
|
+$6.78K
|
+350
|
New
|
|
|
168
|
CKW Financial Group
Honolulu,
Hawaii
|
$6K
|
–
|
–
|
–
|
|
|
169
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
170
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5K
|
+$4.84K
|
+250
|
New
|
|
|
171
|
First Horizon Advisors
Memphis,
Tennessee
|
$4K
|
–
|
–
|
–
|
|
|
172
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$4K
|
+$3.87K
|
+200
|
New
|
|
|
173
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$2K
|
-$27.1K
|
-1,400
|
-93%
|
|
|
174
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
175
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
–
|
-$2.08M
|
-100,681
|
Closed
|
|
