|
151
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$5K
|
–
|
–
|
–
|
|
|
152
|
First Personal Financial Services
Charlotte,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
|
153
|
Delta Asset Management
Memphis,
Tennessee
|
$4K
|
–
|
–
|
–
|
|
|
154
|
First Horizon Advisors
Memphis,
Tennessee
|
$4K
|
–
|
–
|
–
|
|
|
155
|
Parallel Advisors
San Francisco,
California
|
$4K
|
–
|
–
|
–
|
|
|
156
|
AssetMark Inc
Concord,
California
|
$4K
|
+$3.31K
|
+413
|
New
|
|
|
157
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$4K
|
+$3.44K
|
+429
|
New
|
|
|
158
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$3K
|
–
|
–
|
–
|
|
|
159
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$3K
|
–
|
–
|
–
|
|
|
160
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
161
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$2K
|
–
|
–
|
–
|
|
|
162
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$2K
|
–
|
–
|
–
|
|
|
163
|
Spire Wealth Management
Mclean,
Virginia
|
$1K
|
-$255K
|
-31,800
|
-100%
|
|
|
164
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
165
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$1K
|
–
|
–
|
–
|
|
|
166
|
Key Financial Inc
West Chester,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
167
|
BBVA USA
Birmingham,
Alabama
|
$1K
|
+$1.15K
|
+143
|
New
|
|
|
168
|
Westside Investment Management
Santa Monica,
California
|
$3
|
–
|
–
|
–
|
|
|
169
|
6 Meridian
Wichita,
Kansas
|
–
|
-$2.64M
|
-368,094
|
Closed
|
|
|
170
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
–
|
-$2.34M
|
-326,041
|
Closed
|
|
|
171
|
Cornerstone Advisors
Asheville,
North Carolina
|
–
|
-$1.61M
|
-225,000
|
Closed
|
|
|
172
|
West Family Investments
Carlsbad,
California
|
–
|
-$1.54M
|
-215,300
|
Closed
|
|
|
173
|
Quilter Plc
London,
United Kingdom
|
–
|
-$607K
|
-84,644
|
Closed
|
|
|
174
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$385K
|
-47,960
|
Closed
|
|
|
175
|
Windsor Creek Advisors
Bethel,
Vermont
|
–
|
-$272K
|
-38,000
|
Closed
|
|
