|
501
|
Bessemer Group
Woodbridge,
New Jersey
|
$5K
|
–
|
–
|
–
|
|
|
502
|
SRH Advisors
Salina,
Kansas
|
$5K
|
–
|
–
|
–
|
|
|
503
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$5K
|
+$1.82K
|
+2
|
+67%
|
|
|
504
|
Manchester Financial
Westlake Village,
California
|
$4K
|
–
|
–
|
–
|
|
|
505
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
506
|
Center for Financial Planning
Southfied,
Michigan
|
$3K
|
-$3.64K
|
-4
|
-57%
|
|
|
507
|
Bellevue Asset Management
Bellevue,
Washington
|
$3K
|
–
|
–
|
–
|
|
|
508
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$3K
|
–
|
–
|
–
|
|
|
509
|
Washington Trust
Westerly,
Rhode Island
|
$3K
|
–
|
–
|
–
|
|
|
510
|
WhitTier Trust Company
Reno,
Nevada
|
$3K
|
–
|
–
|
–
|
|
|
511
|
Zions Bancorporation
Salt Lake City,
Utah
|
$3K
|
–
|
–
|
–
|
|
|
512
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$2.77K
|
+$2.73K
|
+3
|
New
|
|
|
513
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$2K
|
–
|
–
|
–
|
|
|
514
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$2K
|
–
|
–
|
–
|
|
|
515
|
CX Institutional
Auburn,
Indiana
|
$2K
|
+$1.82K
|
+2
|
New
|
|
|
516
|
Sonora Investment Management
Tucson,
Arizona
|
$1K
|
+$909
|
+1
|
New
|
|
|
517
|
Raffa Wealth Management
Washington,
District of Columbia
|
$923
|
–
|
–
|
–
|
|
|
518
|
Archon Partners
Princeton Junction,
New Jersey
|
–
|
-$11.9M
|
-12,830
|
Closed
|
|
|
519
|
Baskin Financial Services
Toronto,
Ontario, Canada
|
–
|
-$10.1M
|
-10,927
|
Closed
|
|
|
520
|
USS Investment Management
London,
United Kingdom
|
–
|
-$8.48M
|
-9,110
|
Closed
|
|
|
521
|
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
–
|
-$7.55M
|
-8,134
|
Closed
|
|
|
522
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
–
|
-$5.14M
|
-5,541
|
Closed
|
|
|
523
|
Prana Capital Management
Greenwich,
Connecticut
|
–
|
-$4.19M
|
-4,513
|
Closed
|
|
|
524
|
Menlo Advisors
Menlo Park,
California
|
–
|
-$3.98M
|
-4,286
|
Closed
|
|
|
525
|
Gillson Capital
Chicago,
Illinois
|
–
|
-$3.79M
|
-4,079
|
Closed
|
|
