|
601
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$6K
|
–
|
–
|
–
|
|
|
602
|
American National Bank & Trust
Wichita Falls,
Texas
|
$5K
|
–
|
–
|
–
|
|
|
603
|
|
$5K
|
–
|
–
|
–
|
|
|
604
|
Gemmer Asset Management
Walnut Creek,
California
|
$5K
|
+$99
|
+2
|
+2%
|
|
|
605
|
Archford Capital Strategies
Swansea,
Illinois
|
$4.64K
|
–
|
–
|
–
|
|
|
606
|
Evercore Wealth Management
New York
|
$4K
|
-$2.97K
|
-60
|
-45%
|
|
|
607
|
Oakworth Capital
Birmingham,
Alabama
|
$3K
|
–
|
–
|
–
|
|
|
608
|
SRH Advisors
Salina,
Kansas
|
$3K
|
–
|
–
|
–
|
|
|
609
|
Gupta Wealth Management
San Diego,
California
|
$3K
|
+$2.77K
|
+56
|
New
|
|
|
610
|
Aris Wealth Services
State College,
Pennsylvania
|
$3K
|
+$3.07K
|
+62
|
New
|
|
|
611
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$2K
|
–
|
–
|
–
|
|
|
612
|
Gradient Investments
Arden Hills,
Minnesota
|
$2K
|
–
|
–
|
–
|
|
|
613
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$2K
|
+$2.77K
|
+56
|
New
|
|
|
614
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$1K
|
–
|
–
|
–
|
|
|
615
|
Tarbox Family Office
Newport Beach,
California
|
$1K
|
–
|
–
|
–
|
|
|
616
|
Raffa Wealth Management
Washington,
District of Columbia
|
$632
|
–
|
–
|
–
|
|
|
617
|
First Eagle Investment Management
New York
|
–
|
-$94.4M
|
-2,002,016
|
Closed
|
|
|
618
|
Systematic Financial Management
Teaneck,
New Jersey
|
–
|
-$36.8M
|
-781,114
|
Closed
|
|
|
619
|
Carlson Capital
Dallas,
Texas
|
–
|
-$13.4M
|
-285,096
|
Closed
|
|
|
620
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
–
|
-$11.3M
|
-239,354
|
Closed
|
|
|
621
|
Everest Capital
Miami,
Florida
|
–
|
-$4.55M
|
-96,600
|
Closed
|
|
|
622
|
Fidelity International
Hamilton,
Bermuda
|
–
|
-$4.48M
|
-95,124
|
Closed
|
|
|
623
|
Fiduciary Asset Management
St. Louis,
Missouri
|
–
|
-$4.35M
|
-92,400
|
Closed
|
|
|
624
|
National Penn Investors Trust
Wyomissing,
Pennsylvania
|
–
|
-$3.84M
|
-81,546
|
Closed
|
|
|
625
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$3.72M
|
-78,858
|
Closed
|
|
