|
501
|
Private Trust Company
Cleveland,
Ohio
|
$12K
|
-$2.17K
|
-62
|
-14%
|
|
|
502
|
Tortoise Investment Management
White Plains,
New York
|
$10K
|
+$10.5K
|
+300
|
New
|
|
|
503
|
Chilton Capital Management
Houston,
Texas
|
$9.58K
|
+$10.4K
|
+296
|
New
|
|
|
504
|
Partnervest Advisory Services
Santa Barbara,
California
|
$9K
|
+$10.2K
|
+292
|
New
|
|
|
505
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$5K
|
-$273K
|
-7,800
|
-98%
|
|
|
506
|
QCI Asset Management
Pittsford,
New York
|
$5K
|
–
|
–
|
–
|
|
|
507
|
Solaris Asset Management
New York
|
$5K
|
+$5.26K
|
+150
|
New
|
|
|
508
|
Prelude Capital Management
New York
|
$5K
|
+$5.61K
|
+160
|
New
|
|
|
509
|
Pathstone Family Office
Englewood,
New Jersey
|
$4K
|
-$1.4K
|
-40
|
-27%
|
|
|
510
|
|
$4K
|
+$4.42K
|
+126
|
New
|
|
|
511
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$4K
|
+$4.84K
|
+138
|
New
|
|
|
512
|
Bank of Kentucky
Crestview Hills,,
Kentucky
|
$3K
|
–
|
–
|
–
|
|
|
513
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
+$3.44K
|
+98
|
New
|
|
|
514
|
Profit Investment Management
North Bethesda,
Maryland
|
$2.75K
|
-$85.9K
|
-2,450
|
-3%
|
|
|
515
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$2K
|
–
|
–
|
–
|
|
|
516
|
Focused Wealth Management
Newburgh,
New York
|
$2K
|
+$2.45K
|
+70
|
New
|
|
|
517
|
UMB Bank
Kansas City,
Missouri
|
$1.7K
|
-$226K
|
-6,450
|
-11%
|
|
|
518
|
Counsel Portfolio Services
Mississauga,
Ontario, Canada
|
$1.2K
|
+$153K
|
+4,350
|
+13%
|
|
|
519
|
Geneva Capital Management
Milwaukee,
Wisconsin
|
–
|
-$43.6M
|
-1,239,374
|
Closed
|
|
|
520
|
Century Capital Management
Boston,
Massachusetts
|
–
|
-$7.91M
|
-224,902
|
Closed
|
|
|
521
|
Zacks Investment Management
Chicago,
Illinois
|
–
|
-$5.72M
|
-162,702
|
Closed
|
|
|
522
|
Euclid Advisors
Hartford,
Connecticut
|
–
|
-$4.57M
|
-130,020
|
Closed
|
|
|
523
|
Siphron Capital Management
Beverly Hills,
California
|
–
|
-$3.5M
|
-99,580
|
Closed
|
|
|
524
|
Strategy Asset Managers
Pasadena,
California
|
–
|
-$3.27M
|
-92,860
|
Closed
|
|
|
525
|
Laffer Tengler Investments
Nashville,
Tennessee
|
–
|
-$3.24M
|
-92,000
|
Closed
|
|
