|
601
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$35K
|
-$60K
|
-5,100
|
-65%
|
|
|
602
|
Parallel Advisors
San Francisco,
California
|
$33K
|
-$12.1K
|
-1,030
|
-32%
|
|
|
603
|
Steward Partners Investment Advisory
New York
|
$33K
|
+$5.76K
|
+490
|
+23%
|
|
|
604
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$31K
|
–
|
–
|
–
|
|
|
605
|
Westside Investment Management
Santa Monica,
California
|
$30.4K
|
-$2.47K
|
-210
|
-8%
|
|
|
606
|
Geneos Wealth Management
Englewood,
Colorado
|
$30K
|
-$705
|
-60
|
-2%
|
|
|
607
|
Bellwether Investment Group
Chattanooga,
Tennessee
|
$30K
|
+$21.2K
|
+1,800
|
+340%
|
|
|
608
|
AllSquare Wealth Management
Albany,
New York
|
$30K
|
+$27.3K
|
+2,320
|
New
|
|
|
609
|
Oakworth Capital
Birmingham,
Alabama
|
$28K
|
–
|
–
|
–
|
|
|
610
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$28K
|
+$25.9K
|
+2,200
|
New
|
|
|
611
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$25K
|
-$3.17K
|
-270
|
-12%
|
|
|
612
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$25K
|
+$4.7K
|
+400
|
+26%
|
|
|
613
|
American National Bank & Trust
Wichita Falls,
Texas
|
$24K
|
–
|
–
|
–
|
|
|
614
|
IHT Wealth Management
Chicago,
Illinois
|
$23K
|
-$12.1K
|
-1,030
|
-37%
|
|
|
615
|
Versant Capital Management
Phoenix,
Arizona
|
$23K
|
-$235
|
-20
|
-1%
|
|
|
616
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$23K
|
–
|
–
|
–
|
|
|
617
|
Tarbox Family Office
Newport Beach,
California
|
$21K
|
–
|
–
|
–
|
|
|
618
|
First Horizon Advisors
Memphis,
Tennessee
|
$20K
|
-$22.5K
|
-1,910
|
-57%
|
|
|
619
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19K
|
-$12.9K
|
-1,100
|
-43%
|
|
|
620
|
Cribstone Capital Management
Augusta,
Maine
|
$19K
|
-$3.17K
|
-270
|
-16%
|
|
|
621
|
Watermark Asset Management
San Ramon,
California
|
$19K
|
+$17K
|
+1,450
|
New
|
|
|
622
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$18K
|
–
|
–
|
–
|
|
|
623
|
SpiderRock Advisors
Wilimington,
Delaware
|
$18K
|
–
|
–
|
–
|
|
|
624
|
First Financial Corp
Terre Haute,
Indiana
|
$17K
|
+$15.3K
|
+1,300
|
New
|
|
|
625
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$15K
|
+$1.06K
|
+90
|
+9%
|
|
