|
601
|
Royal Fund Management
Lady Lake,
Florida
|
$40K
|
–
|
–
|
–
|
|
|
602
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$38K
|
+$23.7K
|
+112
|
+162%
|
|
|
603
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$38K
|
+$38.7K
|
+183
|
New
|
|
|
604
|
Bartlett & Co
Cincinnati,
Ohio
|
$35K
|
+$35.3K
|
+167
|
New
|
|
|
605
|
Avior Wealth Management
Omaha,
Nebraska
|
$33K
|
+$4.02K
|
+19
|
+14%
|
|
|
606
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$33K
|
+$12.3K
|
+58
|
+58%
|
|
|
607
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$30K
|
–
|
–
|
–
|
|
|
608
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$30K
|
–
|
–
|
–
|
|
|
609
|
Kaizen Advisory
Wheaton,
Illinois
|
$30K
|
+$30.2K
|
+143
|
New
|
|
|
610
|
Delta Asset Management
Memphis,
Tennessee
|
$29K
|
-$423
|
-2
|
-1%
|
|
|
611
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$28K
|
+$24.3K
|
+115
|
New
|
|
|
612
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$27K
|
-$3.17K
|
-15
|
-11%
|
|
|
613
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$27K
|
+$211
|
+1
|
+0.8%
|
|
|
614
|
Washington Trust Bank
Spokane,
Washington
|
$26K
|
–
|
–
|
–
|
|
|
615
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$26K
|
+$26.4K
|
+125
|
New
|
|
|
616
|
Daiwa SB Investments
Tokyo,
Japan
|
$25K
|
+$4.23K
|
+20
|
+20%
|
|
|
617
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$22K
|
–
|
–
|
–
|
|
|
618
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$21K
|
-$211
|
-1
|
-1%
|
|
|
619
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$21K
|
–
|
–
|
–
|
|
|
620
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$21K
|
+$21.6K
|
+102
|
New
|
|
|
621
|
Anchor Investment Management
Columbia,
South Carolina
|
$20.9K
|
–
|
–
|
–
|
|
|
622
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$20K
|
–
|
–
|
–
|
|
|
623
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$20K
|
–
|
–
|
–
|
|
|
624
|
Proficio Capital Partners
Newton,
Massachusetts
|
$20K
|
+$2.33K
|
+11
|
+13%
|
|
|
625
|
Tarbox Family Office
Newport Beach,
California
|
$19K
|
+$9.51K
|
+45
|
+96%
|
|
