|
201
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$44K
|
–
|
–
|
–
|
|
|
202
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$35K
|
–
|
–
|
–
|
|
|
203
|
Sutton Wealth Advisors
Tampa,
Florida
|
$33.7K
|
–
|
–
|
–
|
|
|
204
|
First Horizon Advisors
Memphis,
Tennessee
|
$32K
|
–
|
–
|
–
|
|
|
205
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$30K
|
–
|
–
|
–
|
|
|
206
|
Tompkins Financial
Ithaca,
New York
|
$24K
|
–
|
–
|
–
|
|
|
207
|
Steward Partners Investment Advisory
New York
|
$23K
|
–
|
–
|
–
|
|
|
208
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$23K
|
+$20.3K
|
+789
|
New
|
|
|
209
|
Parallel Advisors
San Francisco,
California
|
$21K
|
–
|
–
|
–
|
|
|
210
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$18K
|
–
|
–
|
–
|
|
|
211
|
Versant Capital Management
Phoenix,
Arizona
|
$17K
|
-$822
|
-32
|
-5%
|
|
|
212
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$10K
|
+$1.8K
|
+70
|
+21%
|
|
|
213
|
Simplex Trading
Chicago,
Illinois
|
$8K
|
-$694
|
-27
|
-8%
|
|
|
214
|
Evercore Wealth Management
New York
|
$6K
|
-$2.19K
|
-85
|
-30%
|
|
|
215
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
|
216
|
Gemmer Asset Management
Walnut Creek,
California
|
$4K
|
–
|
–
|
–
|
|
|
217
|
TCI Wealth Advisors
Tucson,
Arizona
|
$2K
|
–
|
–
|
–
|
|
|
218
|
BB&T Investment Services
Charlotte,
North Carolina
|
$2K
|
+$2.06K
|
+80
|
New
|
|
|
219
|
Spectrum Management Group
Indianapolis,
Indiana
|
$1K
|
+$488
|
+19
|
New
|
|
|
220
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1K
|
+$745
|
+29
|
New
|
|
|
221
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$1K
|
+$1.16K
|
+45
|
New
|
|
|
222
|
Fuller & Thaler Asset Management
San Mateo,
California
|
–
|
-$3.73M
|
-143,995
|
Closed
|
|
|
223
|
Select Equity Group
New York
|
–
|
-$2.91M
|
-112,317
|
Closed
|
|
|
224
|
John G. Ullman & Associates
Corning,
New York
|
–
|
-$2.67M
|
-103,069
|
Closed
|
|
|
225
|
Metropolitan Life Insurance Company (MetLife)
New York
|
–
|
-$1.77M
|
-68,443
|
Closed
|
|
