|
301
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$26K
|
–
|
–
|
–
|
|
|
302
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$24K
|
–
|
–
|
–
|
|
|
303
|
Zions Bancorporation
Salt Lake City,
Utah
|
$24K
|
+$21.8K
|
+155
|
+816%
|
|
|
304
|
Gilder Gagnon Howe & Co
New York
|
$23K
|
–
|
–
|
–
|
|
|
305
|
Gemmer Asset Management
Walnut Creek,
California
|
$18K
|
–
|
–
|
–
|
|
|
306
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$17K
|
–
|
–
|
–
|
|
|
307
|
Thompson Davis & Co
Richmond,
Virginia
|
$14K
|
–
|
–
|
–
|
|
|
308
|
Reilly Financial Advisors
La Mesa,
California
|
$11K
|
–
|
–
|
–
|
|
|
309
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$10K
|
–
|
–
|
–
|
|
|
310
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$10K
|
–
|
–
|
–
|
|
|
311
|
Whittier Trust
South Pasadena,
California
|
$9K
|
–
|
–
|
–
|
|
|
312
|
TCI Wealth Advisors
Tucson,
Arizona
|
$7K
|
–
|
–
|
–
|
|
|
313
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$6K
|
+$6.33K
|
+45
|
New
|
|
|
314
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6K
|
+$6.75K
|
+48
|
New
|
|
|
315
|
|
$6K
|
+$7.04K
|
+50
|
New
|
|
|
316
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$4K
|
-$56.3K
|
-400
|
-94%
|
|
|
317
|
Central Trust Company
Jefferson City,
Missouri
|
$4K
|
+$4.22K
|
+30
|
New
|
|
|
318
|
Valeo Financial Advisors
Carmel,
Indiana
|
$4K
|
+$4.64K
|
+33
|
New
|
|
|
319
|
Balentine LLC
Atlanta,
Georgia
|
$3K
|
-$14.5K
|
-103
|
-84%
|
|
|
320
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
+$2.81K
|
+20
|
New
|
|
|
321
|
West Oak Capital
Westlake Village,
California
|
$2.84K
|
–
|
–
|
–
|
|
|
322
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$1K
|
-$3.52K
|
-25
|
-71%
|
|
|
323
|
BB&T Investment Services
Charlotte,
North Carolina
|
$1K
|
-$3.24K
|
-23
|
-72%
|
|
|
324
|
AssetMark Inc
Concord,
California
|
$1K
|
+$844
|
+6
|
New
|
|
|
325
|
Vaughan Nelson Investment Management
Houston,
Texas
|
–
|
-$42.2M
|
-303,628
|
Closed
|
|
