|
401
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$17K
|
–
|
–
|
–
|
|
|
402
|
Sutton Wealth Advisors
Tampa,
Florida
|
$16.8K
|
–
|
–
|
–
|
|
|
403
|
Whittier Trust
South Pasadena,
California
|
$16K
|
–
|
–
|
–
|
|
|
404
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$16K
|
+$15.6K
|
+700
|
New
|
|
|
405
|
First Command Bank
Fort Worth,
Texas
|
$13K
|
–
|
–
|
–
|
|
|
406
|
First Command Financial Services
Fort Worth,
Texas
|
$13K
|
–
|
–
|
–
|
|
|
407
|
Next Financial Group
Houston,
Texas
|
$13K
|
+$12.2K
|
+550
|
New
|
|
|
408
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$12K
|
+$778
|
+35
|
+7%
|
|
|
409
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$11K
|
-$2.11K
|
-95
|
-17%
|
|
|
410
|
|
$11K
|
+$5.56K
|
+250
|
+109%
|
|
|
411
|
Alexandria Capital
Arlington,
Virginia
|
$10K
|
+$667
|
+30
|
+8%
|
|
|
412
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$10K
|
+$9.56K
|
+430
|
New
|
|
|
413
|
Balentine LLC
Atlanta,
Georgia
|
$8K
|
-$4K
|
-180
|
-36%
|
|
|
414
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$8K
|
–
|
–
|
–
|
|
|
415
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$7K
|
–
|
–
|
–
|
|
|
416
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$6K
|
–
|
–
|
–
|
|
|
417
|
AssetMark Inc
Concord,
California
|
$5K
|
+$4.45K
|
+200
|
New
|
|
|
418
|
WhitTier Trust Company
Reno,
Nevada
|
$3K
|
+$2.45K
|
+110
|
New
|
|
|
419
|
Omnia Family Wealth
Aventura,
Florida
|
$2K
|
-$3.23K
|
-145
|
-62%
|
|
|
420
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
421
|
Tarbox Family Office
Newport Beach,
California
|
$2K
|
–
|
–
|
–
|
|
|
422
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$2K
|
+$2.22K
|
+100
|
New
|
|
|
423
|
Edge Advisors
Atlanta,
Georgia
|
$2K
|
+$2.45K
|
+110
|
New
|
|
|
424
|
BB&T Investment Services
Charlotte,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
425
|
Coatue Management
New York
|
–
|
-$184M
|
-8,694,190
|
Closed
|
|
