|
501
|
PineBridge Investments
New York
|
$20K
|
-$19.1K
|
-1,953
|
-48%
|
|
|
502
|
Partnervest Advisory Services
Santa Barbara,
California
|
$15K
|
+$16.2K
|
+1,650
|
New
|
|
|
503
|
Whittier Trust
South Pasadena,
California
|
$14K
|
–
|
–
|
–
|
|
|
504
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$13K
|
+$13.6K
|
+1,387
|
New
|
|
|
505
|
Saturna Capital
Bellingham,
Washington
|
$12K
|
–
|
–
|
–
|
|
|
506
|
Howe & Rusling
Rochester,
New York
|
$11K
|
-$578
|
-59
|
-5%
|
|
|
507
|
James Investment Research
Alpha,
Ohio
|
$11K
|
–
|
–
|
–
|
|
|
508
|
Compass Efficient Model Portfolios
Brentwood,
Tennessee
|
$9K
|
–
|
–
|
–
|
|
|
509
|
Rational Advisors
Huntington,
New York
|
$9K
|
–
|
–
|
–
|
|
|
510
|
Victory Capital Management
San Antonio,
Texas
|
$8K
|
+$9.25K
|
+944
|
New
|
|
|
511
|
1919 Investment Counsel
Baltimore,
Maryland
|
$7K
|
–
|
–
|
–
|
|
|
512
|
Security National Trust
Wheeling,
West Virginia
|
$7K
|
–
|
–
|
–
|
|
|
513
|
Penseco Financial Services
Scranton,
Pennsylvania
|
$6K
|
+$6.7K
|
+684
|
New
|
|
|
514
|
TCI Wealth Advisors
Tucson,
Arizona
|
$4K
|
–
|
–
|
–
|
|
|
515
|
High Point Bank & Trust
High Point,
North Carolina
|
$4K
|
+$1.17K
|
+119
|
+44%
|
|
|
516
|
Gradient Investments
Arden Hills,
Minnesota
|
$3K
|
–
|
–
|
–
|
|
|
517
|
Jones Financial Companies
Des Peres,
Missouri
|
$2K
|
-$302K
|
-30,883
|
-99%
|
|
|
518
|
Wealthcare Capital Management
Richmond,
Virginia
|
$2K
|
–
|
–
|
–
|
|
|
519
|
TD Capital Management
Memphis,
Tennessee
|
$2K
|
+$10
|
+1
|
+0.6%
|
|
|
520
|
Evercore Wealth Management
New York
|
$2K
|
+$1.76K
|
+180
|
New
|
|
|
521
|
Bartlett & Co
Cincinnati,
Ohio
|
$2K
|
+$1.94K
|
+198
|
New
|
|
|
522
|
Prelude Capital Management
New York
|
$2K
|
+$1.96K
|
+200
|
New
|
|
|
523
|
Capital City Trust
Tallahassee,
Florida
|
$201
|
–
|
–
|
–
|
|
|
524
|
|
–
|
-$39.1M
|
-4,105,823
|
Closed
|
|
|
525
|
Tetrem Capital Management
Winnipeg,
Manitoba, Canada
|
–
|
-$24.1M
|
-2,529,971
|
Closed
|
|
