|
201
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$13K
|
+$12.5K
|
+500
|
New
|
|
|
202
|
Community Bank
Dewitt,
New York
|
$11K
|
–
|
–
|
–
|
|
|
203
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$11K
|
–
|
–
|
–
|
|
|
204
|
Horan Securities
Cincinnati,
United States
|
$10K
|
–
|
–
|
–
|
|
|
205
|
Thompson Davis & Co
Richmond,
Virginia
|
$8K
|
–
|
–
|
–
|
|
|
206
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$7.69K
|
–
|
–
|
–
|
|
|
207
|
|
$5.64K
|
+$5.49K
|
+220
|
New
|
|
|
208
|
Atwood & Palmer
Kansas City,
Missouri
|
$3K
|
+$2.5K
|
+100
|
New
|
|
|
209
|
KWMG LLC
Overland Park,
Kansas
|
$1K
|
–
|
–
|
–
|
|
|
210
|
LifePlan Financial Group
Dayton,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
211
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1K
|
+$1.25K
|
+50
|
New
|
|
|
212
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$2.97M
|
-125,000
|
Closed
|
|
|
213
|
Evercore Wealth Management
New York
|
–
|
-$2.27M
|
-95,465
|
Closed
|
|
|
214
|
Ballast Inc
Lexington,
Kentucky
|
–
|
-$473K
|
-19,825
|
Closed
|
|
|
215
|
Vicus Capital
State College,
Pennsylvania
|
–
|
-$382K
|
-16,040
|
Closed
|
|
|
216
|
RFG Advisory
Birmingham,
Alabama
|
–
|
-$346K
|
-14,550
|
Closed
|
|
|
217
|
Oppenheimer Asset Management
New York
|
–
|
-$242K
|
-10,190
|
Closed
|
|
|
218
|
San Francisco Sentry Investment Group
San Francisco,
California
|
–
|
-$52K
|
-2,200
|
Closed
|
|
|
219
|
Bridgeworth
Birmingham,
Alabama
|
–
|
-$22K
|
-965
|
Closed
|
|
|
220
|
Peak Capital Management
Greenwood Village,
Colorado
|
–
|
-$13K
|
-555
|
Closed
|
|
|
221
|
Cutler Group
San Francisco,
California
|
–
|
-$11K
|
-500
|
Closed
|
|
|
222
|
Valeo Financial Advisors
Carmel,
Indiana
|
–
|
+$249
|
+10
|
+200%
|
|
