|
801
|
Oakworth Capital
Birmingham,
Alabama
|
$5K
|
–
|
–
|
–
|
|
|
802
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
803
|
Oppenheimer Asset Management
New York
|
$5K
|
+$4.95K
|
+92
|
New
|
|
|
804
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$4.88K
|
-$2.43M
|
-45,060
|
-32%
|
|
|
805
|
Omnia Family Wealth
Aventura,
Florida
|
$4K
|
-$2.42K
|
-45
|
-38%
|
|
|
806
|
Black Swift Group
Boulder,
Colorado
|
$4K
|
–
|
–
|
–
|
|
|
807
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
808
|
First Command Bank
Fort Worth,
Texas
|
$4K
|
–
|
–
|
–
|
|
|
809
|
First Command Financial Services
Fort Worth,
Texas
|
$4K
|
–
|
–
|
–
|
|
|
810
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
811
|
Aspire Private Capital
Cornelius,
North Carolina
|
$4K
|
+$4.14K
|
+77
|
New
|
|
|
812
|
Schroder Investment Management Group
London,
United Kingdom
|
$3.89K
|
-$1.15M
|
-21,422
|
-22%
|
|
|
813
|
Delta Asset Management
Memphis,
Tennessee
|
$3K
|
–
|
–
|
–
|
|
|
814
|
Sonora Investment Management
Tucson,
Arizona
|
$3K
|
–
|
–
|
–
|
|
|
815
|
Alera Investment Advisors
Deerfield,
Illinois
|
$3K
|
+$3.28K
|
+61
|
New
|
|
|
816
|
Arrow Financial
Glens Falls,
New York
|
$3K
|
+$3.34K
|
+62
|
New
|
|
|
817
|
Financial Gravity Companies
Lakeway,
Texas
|
$3K
|
+$3.44K
|
+64
|
New
|
|
|
818
|
Raffa Wealth Management
Washington,
District of Columbia
|
$2.19K
|
–
|
–
|
–
|
|
|
819
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$2K
|
–
|
–
|
–
|
|
|
820
|
Chicago Trust
Grayslake,
Illinois
|
$1.6K
|
-$8.18K
|
-152
|
-0.5%
|
|
|
821
|
Israel Discount Bank of New York
New York
|
$1K
|
-$1.08K
|
-20
|
-50%
|
|
|
822
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
823
|
CX Institutional
Auburn,
Indiana
|
$1K
|
+$1.13K
|
+21
|
New
|
|
|
824
|
UMB Bank
Kansas City,
Missouri
|
$523
|
-$142K
|
-2,640
|
-21%
|
|
|
825
|
|
–
|
-$15.4M
|
-292,000
|
Closed
|
|
