|
501
|
City Holding Co
Charleston,
West Virginia
|
$3K
|
–
|
–
|
–
|
|
|
502
|
Gemmer Asset Management
Walnut Creek,
California
|
$3K
|
–
|
–
|
–
|
|
|
503
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$3K
|
–
|
–
|
–
|
|
|
504
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$3K
|
–
|
–
|
–
|
|
|
505
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$3K
|
+$198
|
+7
|
+7%
|
|
|
506
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$3K
|
+$368
|
+13
|
+14%
|
|
|
507
|
Macroview Investment Management
Bethesda,
Maryland
|
$3K
|
+$3.85K
|
+136
|
New
|
|
|
508
|
|
$3K
|
+$4.25K
|
+150
|
New
|
|
|
509
|
TCI Wealth Advisors
Tucson,
Arizona
|
$2K
|
-$1.42K
|
-50
|
-35%
|
|
|
510
|
Allworth Financial
Folsom,
California
|
$2K
|
–
|
–
|
–
|
|
|
511
|
Glassman Wealth Services
Vienna,
Virginia
|
$2K
|
–
|
–
|
–
|
|
|
512
|
|
$2K
|
+$2.83K
|
+100
|
New
|
|
|
513
|
Versant Capital Management
Phoenix,
Arizona
|
$1K
|
-$397
|
-14
|
-19%
|
|
|
514
|
Delta Asset Management
Memphis,
Tennessee
|
$1K
|
–
|
–
|
–
|
|
|
515
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$1K
|
–
|
–
|
–
|
|
|
516
|
Tarbox Family Office
Newport Beach,
California
|
$1K
|
–
|
–
|
–
|
|
|
517
|
Trilogy Capital
Irvine,
California
|
$1K
|
–
|
–
|
–
|
|
|
518
|
Fidelity International
Hamilton,
Bermuda
|
$1K
|
+$624
|
+22
|
New
|
|
|
519
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
$1K
|
+$850
|
+30
|
New
|
|
|
520
|
Clear Investment Research
Alpharetta,
Georgia
|
$1K
|
+$1.22K
|
+43
|
New
|
|
|
521
|
Raffa Wealth Management
Washington,
District of Columbia
|
$694
|
–
|
–
|
–
|
|
|
522
|
Hennessy Advisors Inc
Novato,
California
|
–
|
-$28.7M
|
-998,900
|
Closed
|
|
|
523
|
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
–
|
-$9.69M
|
-337,003
|
Closed
|
|
|
524
|
|
–
|
-$7.67M
|
-266,972
|
Closed
|
|
|
525
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
–
|
-$7.44M
|
-258,900
|
Closed
|
|
