|
401
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$13K
|
–
|
–
|
–
|
|
|
402
|
Gemmer Asset Management
Walnut Creek,
California
|
$12K
|
–
|
–
|
–
|
|
|
403
|
Endurance Wealth Management
Providence,
Rhode Island
|
$11K
|
–
|
–
|
–
|
|
|
404
|
Grove Bank & Trust
Miami,
Florida
|
$11K
|
+$11.3K
|
+75
|
New
|
|
|
405
|
Synovus Financial
Columbus,
Georgia
|
$10K
|
+$7.99K
|
+53
|
+442%
|
|
|
406
|
Steward Partners Investment Advisory
New York
|
$10K
|
+$10.5K
|
+70
|
New
|
|
|
407
|
Kanaly Trust
Houston,
Texas
|
$8K
|
–
|
–
|
–
|
|
|
408
|
First Interstate Bank
Billings,
Montana
|
$7K
|
–
|
–
|
–
|
|
|
409
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$5K
|
–
|
–
|
–
|
|
|
410
|
Tarbox Family Office
Newport Beach,
California
|
$5K
|
–
|
–
|
–
|
|
|
411
|
Daiwa SB Investments
Tokyo,
Japan
|
$5K
|
+$1.51K
|
+10
|
+50%
|
|
|
412
|
Valley Wealth Managers
Paramus,
New Jersey
|
$5K
|
+$4.82K
|
+32
|
New
|
|
|
413
|
AssetMark Inc
Concord,
California
|
$4K
|
-$260K
|
-1,722
|
-98%
|
|
|
414
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$4K
|
-$24.4K
|
-162
|
-85%
|
|
|
415
|
Washington Trust Bank
Spokane,
Washington
|
$4K
|
+$3.31K
|
+22
|
+440%
|
|
|
416
|
Proficio Capital Partners
Newton,
Massachusetts
|
$3K
|
-$1.36K
|
-9
|
-33%
|
|
|
417
|
Apriem Advisors
Irvine,
California
|
$3K
|
–
|
–
|
–
|
|
|
418
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
419
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$2K
|
-$151
|
-1
|
-7%
|
|
|
420
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$2K
|
+$1.81K
|
+12
|
New
|
|
|
421
|
Edge Advisors
Atlanta,
Georgia
|
$2K
|
+$2.56K
|
+17
|
New
|
|
|
422
|
Zions Bancorporation
Salt Lake City,
Utah
|
$1K
|
–
|
–
|
–
|
|
|
423
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$1K
|
+$754
|
+5
|
New
|
|
|
424
|
TIAA CREF Investment Management
New York
|
–
|
-$84.6M
|
-561,054
|
Closed
|
|
|
425
|
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
–
|
-$74.6M
|
-495,000
|
Closed
|
|
