|
1201
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
$11K
|
–
|
–
|
–
|
|
|
1202
|
Vigilant Capital Management
Portland,
Maine
|
$11K
|
–
|
–
|
–
|
|
|
1203
|
Hefty Wealth Partners
Auburn,
Indiana
|
$9K
|
-$5K
|
-20
|
-34%
|
|
|
1204
|
Tradewinds Capital Management
Bellingham,
Washington
|
$9K
|
+$2K
|
+8
|
+27%
|
|
|
1205
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$8.75K
|
–
|
–
|
–
|
|
|
1206
|
North Star Investment Management
Chicago,
Illinois
|
$8K
|
–
|
–
|
–
|
|
|
1207
|
Tortoise Investment Management
White Plains,
New York
|
$8K
|
+$8.5K
|
+34
|
New
|
|
|
1208
|
Security National Trust
Wheeling,
West Virginia
|
$7K
|
–
|
–
|
–
|
|
|
1209
|
Tarbox Family Office
Newport Beach,
California
|
$7K
|
+$7K
|
+28
|
New
|
|
|
1210
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$6K
|
–
|
–
|
–
|
|
|
1211
|
Perkins Coie Trust Company
Seattle,
Washington
|
$6K
|
–
|
–
|
–
|
|
|
1212
|
Wealthcare Capital Management
Richmond,
Virginia
|
$6K
|
–
|
–
|
–
|
|
|
1213
|
Pacific Center for Financial Services
San Ramon,
California
|
$6K
|
+$6.25K
|
+25
|
New
|
|
|
1214
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$5K
|
–
|
–
|
–
|
|
|
1215
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$5K
|
+$2.5K
|
+10
|
+100%
|
|
|
1216
|
Creative Financial Designs
Kokomo,
Indiana
|
$5K
|
+$5K
|
+20
|
New
|
|
|
1217
|
Cribstone Capital Management
Augusta,
Maine
|
$5K
|
+$5K
|
+20
|
New
|
|
|
1218
|
Smith Group Asset Management
Dallas,
Texas
|
$4K
|
–
|
–
|
–
|
|
|
1219
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$2K
|
-$3.75K
|
-15
|
-60%
|
|
|
1220
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.25K
|
+$1.25K
|
+5
|
New
|
|
|
1221
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$750
|
+$750
|
+3
|
New
|
|
|
1222
|
Exane Derivatives
Paris,
France
|
$250
|
–
|
–
|
–
|
|
|
1223
|
Arrowstreet Capital
Boston,
Massachusetts
|
–
|
-$158M
|
-660,832
|
Closed
|
|
|
1224
|
First Eagle Investment Management
New York
|
–
|
-$144M
|
-599,955
|
Closed
|
|
|
1225
|
Mizuho Trust & Banking
Tokyo,
Japan
|
–
|
-$107M
|
-448,291
|
Closed
|
|
