|
501
|
First Personal Financial Services
Charlotte,
North Carolina
|
$6K
|
-$2.44K
|
-21
|
-30%
|
|
|
502
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$6K
|
+$581
|
+5
|
+11%
|
|
|
503
|
Solaris Asset Management
New York
|
$6K
|
+$5.81K
|
+50
|
New
|
|
|
504
|
Oakworth Capital
Birmingham,
Alabama
|
$5K
|
–
|
–
|
–
|
|
|
505
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$4K
|
–
|
–
|
–
|
|
|
506
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$4K
|
–
|
–
|
–
|
|
|
507
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$4K
|
–
|
–
|
–
|
|
|
508
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$4K
|
–
|
–
|
–
|
|
|
509
|
Valley Wealth Managers
Paramus,
New Jersey
|
$4K
|
–
|
–
|
–
|
|
|
510
|
First Interstate Bank
Billings,
Montana
|
$4K
|
+$3.6K
|
+31
|
New
|
|
|
511
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
–
|
–
|
–
|
|
|
512
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$3K
|
–
|
–
|
–
|
|
|
513
|
Kanaly Trust
Houston,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
514
|
Tarbox Family Office
Newport Beach,
California
|
$3K
|
–
|
–
|
–
|
|
|
515
|
Proficio Capital Partners
Newton,
Massachusetts
|
$3K
|
+$1.28K
|
+11
|
+79%
|
|
|
516
|
Sutton Wealth Advisors
Tampa,
Florida
|
$2.09K
|
–
|
–
|
–
|
|
|
517
|
Herndon Capital Management
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
518
|
SRH Advisors
Salina,
Kansas
|
$2K
|
–
|
–
|
–
|
|
|
519
|
Trust Company
Manhattan,
Kansas
|
$2K
|
+$1.86K
|
+16
|
New
|
|
|
520
|
WFG Advisors
Dallas,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
521
|
Washington Trust Bank
Spokane,
Washington
|
$1K
|
+$1.28K
|
+11
|
New
|
|
|
522
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$697
|
–
|
–
|
–
|
|
|
523
|
Piedmont Investment Advisors
Durham,
North Carolina
|
$232
|
–
|
–
|
–
|
|
|
524
|
Virginia Retirement Systems
Richmond,
Virginia
|
–
|
-$7.21M
|
-61,000
|
Closed
|
|
|
525
|
Davis Asset Management
Sausalito,
California
|
–
|
-$6.15M
|
-52,000
|
Closed
|
|
