|
601
|
Duncker Streett & Co
St. Louis,
Missouri
|
$80K
|
–
|
–
|
–
|
|
|
602
|
Perigon Wealth Management
San Francisco,
California
|
$80K
|
+$74.8K
|
+1,810
|
New
|
|
|
603
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$79.4K
|
–
|
–
|
–
|
|
|
604
|
SignatureFD
Atlanta,
Georgia
|
$79K
|
+$7.98K
|
+193
|
+12%
|
|
|
605
|
Bartlett & Co
Cincinnati,
Ohio
|
$75K
|
+$4.13K
|
+100
|
+6%
|
|
|
606
|
Blume Capital Management
Berkeley,
California
|
$70K
|
–
|
–
|
–
|
|
|
607
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$62K
|
-$295K
|
-7,129
|
-84%
|
|
|
608
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$62K
|
–
|
–
|
–
|
|
|
609
|
Gupta Wealth Management
San Diego,
California
|
$53K
|
-$1.41K
|
-34
|
-3%
|
|
|
610
|
Geneos Wealth Management
Englewood,
Colorado
|
$52K
|
+$50.6K
|
+1,225
|
New
|
|
|
611
|
Guardian Life Insurance
New York
|
$51K
|
-$13.6K
|
-328
|
-22%
|
|
|
612
|
Next Financial Group
Houston,
Texas
|
$51K
|
-$1.03K
|
-25
|
-2%
|
|
|
613
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$50K
|
-$12.1K
|
-293
|
-20%
|
|
|
614
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$50K
|
+$21.7K
|
+524
|
+85%
|
|
|
615
|
Lloyds Banking Group
London,
United Kingdom
|
$47K
|
–
|
–
|
–
|
|
|
616
|
Holt Capital Partners
Fort Worth,
Texas
|
$44K
|
+$41.3K
|
+1,000
|
New
|
|
|
617
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$37K
|
–
|
–
|
–
|
|
|
618
|
Versant Capital Management
Phoenix,
Arizona
|
$37K
|
+$41
|
+1
|
+0.1%
|
|
|
619
|
Acrospire Investment Management
Chicago,
Illinois
|
$37K
|
+$35.1K
|
+850
|
New
|
|
|
620
|
Shinko Asset Management Company
Tokyo,
Japan
|
$36K
|
-$7.44K
|
-180
|
-18%
|
|
|
621
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$35K
|
+$33.1K
|
+801
|
New
|
|
|
622
|
Tompkins Financial
Ithaca,
New York
|
$34K
|
-$28.3K
|
-685
|
-47%
|
|
|
623
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$34K
|
+$2.85K
|
+69
|
+10%
|
|
|
624
|
Zions Bancorporation
Salt Lake City,
Utah
|
$33K
|
-$1.49K
|
-36
|
-4%
|
|
|
625
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$33K
|
–
|
–
|
–
|
|
