|
351
|
Whittier Trust
South Pasadena,
California
|
$16K
|
–
|
–
|
–
|
|
|
352
|
IFP Advisors
Tampa,
Florida
|
$14K
|
+$1.33K
|
+20
|
+10%
|
|
|
353
|
Kings Point Capital Management
Great Neck,
New York
|
$13K
|
–
|
–
|
–
|
|
|
354
|
Versant Capital Management
Phoenix,
Arizona
|
$13K
|
–
|
–
|
–
|
|
|
355
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$12.2K
|
–
|
–
|
–
|
|
|
356
|
Geneos Wealth Management
Englewood,
Colorado
|
$10K
|
–
|
–
|
–
|
|
|
357
|
Sandy Spring Bank
Olney,
Maryland
|
$10K
|
–
|
–
|
–
|
|
|
358
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$9K
|
–
|
–
|
–
|
|
|
359
|
LBA Wealth Management
Jacksonville,
Florida
|
$9K
|
–
|
–
|
–
|
|
|
360
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$9K
|
–
|
–
|
–
|
|
|
361
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$8K
|
–
|
–
|
–
|
|
|
362
|
Allworth Financial
Folsom,
California
|
$6K
|
–
|
–
|
–
|
|
|
363
|
Perigon Wealth Management
San Francisco,
California
|
$6K
|
–
|
–
|
–
|
|
|
364
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
365
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$5K
|
+$5.33K
|
+80
|
New
|
|
|
366
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$4K
|
+$3K
|
+45
|
+225%
|
|
|
367
|
Central Trust Company
Jefferson City,
Missouri
|
$3K
|
–
|
–
|
–
|
|
|
368
|
Tradewinds Capital Management
Bellingham,
Washington
|
$3K
|
–
|
–
|
–
|
|
|
369
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$3K
|
–
|
–
|
–
|
|
|
370
|
Proficio Capital Partners
Newton,
Massachusetts
|
$2K
|
-$13.4K
|
-201
|
-86%
|
|
|
371
|
AssetMark Inc
Concord,
California
|
$1K
|
-$6.06K
|
-91
|
-88%
|
|
|
372
|
Delphi Private Advisors
San Diego,
California
|
$1K
|
–
|
–
|
–
|
|
|
373
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$1K
|
–
|
–
|
–
|
|
|
374
|
Washington Trust Bank
Spokane,
Washington
|
$1K
|
+$799
|
+12
|
New
|
|
|
375
|
First Quadrant
Glendale,
California
|
–
|
-$24.7M
|
-391,100
|
Closed
|
|
