|
551
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$27K
|
–
|
–
|
–
|
|
|
552
|
WhitTier Trust Company
Reno,
Nevada
|
$26K
|
-$1.52K
|
-53
|
-5%
|
|
|
553
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$25K
|
+$574
|
+20
|
+2%
|
|
|
554
|
Founders Bank & Trust
Grand Rapids,
Michigan
|
$21K
|
–
|
–
|
–
|
|
|
555
|
LifePlan Financial Group
Dayton,
Ohio
|
$21K
|
–
|
–
|
–
|
|
|
556
|
Tortoise Investment Management
White Plains,
New York
|
$20K
|
–
|
–
|
–
|
|
|
557
|
Focused Wealth Management
Newburgh,
New York
|
$20K
|
+$20.5K
|
+715
|
New
|
|
|
558
|
Formidable Asset Management
Cincinnati,
Ohio
|
$19K
|
+$19.4K
|
+676
|
New
|
|
|
559
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$18K
|
+$18K
|
+629
|
New
|
|
|
560
|
Piershale Financial Group
Barrington,
Illinois
|
$16K
|
–
|
–
|
–
|
|
|
561
|
Rockefeller Financial Services
New York
|
$16K
|
–
|
–
|
–
|
|
|
562
|
Haberer Registered Investment Advisor
Cincinnati,
Ohio
|
$14K
|
+$8.32K
|
+290
|
+135%
|
|
|
563
|
Bartlett & Co
Cincinnati,
Ohio
|
$12K
|
–
|
–
|
–
|
|
|
564
|
Prelude Capital Management
New York
|
$9K
|
-$299K
|
-10,436
|
-97%
|
|
|
565
|
High Point Bank & Trust
High Point,
North Carolina
|
$9K
|
–
|
–
|
–
|
|
|
566
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$9K
|
+$9.24K
|
+322
|
New
|
|
|
567
|
Jones Financial Companies
Des Peres,
Missouri
|
$8K
|
-$12.3K
|
-430
|
-62%
|
|
|
568
|
Hartford Financial Management
Hartford,
Connecticut
|
$6K
|
-$397K
|
-13,850
|
-98%
|
|
|
569
|
Edge Wealth Management
New York
|
$6K
|
–
|
–
|
–
|
|
|
570
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$6K
|
–
|
–
|
–
|
|
|
571
|
Financial Management Professionals
Austin,
Texas
|
$6K
|
–
|
–
|
–
|
|
|
572
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$6K
|
–
|
–
|
–
|
|
|
573
|
Evercore Wealth Management
New York
|
$6K
|
+$5.71K
|
+199
|
New
|
|
|
574
|
Kessler Investment Group
Columbus,
Indiana
|
$6K
|
+$6.17K
|
+215
|
New
|
|
|
575
|
Waverly Advisors
Birmingham,
Alabama
|
$6K
|
+$6.31K
|
+220
|
New
|
|
