|
526
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$530
|
+$556
|
+17
|
New
|
|
|
527
|
Key Financial Inc
West Chester,
Pennsylvania
|
$499
|
–
|
–
|
–
|
|
|
528
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$468
|
-$117K
|
-3,595
|
-100%
|
|
|
529
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$468
|
–
|
–
|
–
|
|
|
530
|
TFC Financial Management
Boston,
Massachusetts
|
$468
|
–
|
–
|
–
|
|
|
531
|
Principia Wealth Advisory
Dallas,
Texas
|
$321
|
+$359
|
+11
|
New
|
|
|
532
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$312
|
–
|
–
|
–
|
|
|
533
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$312
|
–
|
–
|
–
|
|
|
534
|
Winnow Wealth
Waco,
Texas
|
$257
|
+$98
|
+3
|
+50%
|
|
|
535
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$218
|
–
|
–
|
–
|
|
|
536
|
Parkworth Wealth Management
Los Gatos,
California
|
$187
|
+$98
|
+3
|
+100%
|
|
|
537
|
WestEnd Advisors
Charlotte,
North Carolina
|
$187
|
+$131
|
+4
|
+200%
|
|
|
538
|
Colonial Trust
Spartanburg,
South Carolina
|
$156
|
+$163
|
+5
|
New
|
|
|
539
|
GoalVest Advisory
New York
|
$156
|
+$163
|
+5
|
New
|
|
|
540
|
HFM Investment Advisors
Glassboro,
New Jersey
|
$94
|
+$98
|
+3
|
New
|
|
|
541
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$93
|
+$98
|
+3
|
New
|
|
|
542
|
MV Capital Management
Bethesda,
Maryland
|
$63
|
-$261
|
-8
|
-80%
|
|
|
543
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$63
|
–
|
–
|
–
|
|
|
544
|
Sandy Spring Bank
Olney,
Maryland
|
$32
|
+$33
|
+1
|
New
|
|
|
545
|
Activest Wealth Management
Aventure,
Florida
|
$31
|
+$33
|
+1
|
New
|
|
|
546
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$19
|
+$33
|
+1
|
New
|
|
|
547
|
West Oak Capital
Westlake Village,
California
|
$2
|
–
|
–
|
–
|
|
|
548
|
Mawer Investment Management
Calgary,
Alberta, Canada
|
–
|
-$172M
|
-5,254,933
|
Closed
|
|
|
549
|
Nordea Investment Management
Stockholm,
Sweden
|
–
|
-$78.7M
|
-2,390,194
|
Closed
|
|
|
550
|
Wolf Hill Capital Management
Greenwich,
Connecticut
|
–
|
-$44.5M
|
-1,360,877
|
Closed
|
|
