|
501
|
Gemmer Asset Management
Walnut Creek,
California
|
$10K
|
–
|
–
|
–
|
|
|
502
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$10K
|
–
|
–
|
–
|
|
|
503
|
Disciplined Investments
Tulsa,
Oklahoma
|
$10K
|
+$9.86K
|
+75
|
New
|
|
|
504
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$10K
|
+$10.3K
|
+78
|
New
|
|
|
505
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$10K
|
+$10.3K
|
+78
|
New
|
|
|
506
|
First Command Bank
Fort Worth,
Texas
|
$9K
|
+$8.81K
|
+67
|
New
|
|
|
507
|
First Command Financial Services
Fort Worth,
Texas
|
$9K
|
+$8.81K
|
+67
|
New
|
|
|
508
|
Howard Wealth Management
Madison,
Connecticut
|
$9K
|
+$9.2K
|
+70
|
New
|
|
|
509
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
510
|
Cordant Inc
Portland,
Oregon
|
$8K
|
+$7.49K
|
+57
|
New
|
|
|
511
|
Kore Private Wealth
New York
|
$8K
|
+$7.89K
|
+60
|
New
|
|
|
512
|
Private Ocean
San Rafael,
California
|
$7K
|
–
|
–
|
–
|
|
|
513
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$6K
|
-$17.5K
|
-133
|
-76%
|
|
|
514
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$6K
|
–
|
–
|
–
|
|
|
515
|
Perkins Coie Trust Company
Seattle,
Washington
|
$6K
|
–
|
–
|
–
|
|
|
516
|
West Oak Capital
Westlake Village,
California
|
$6K
|
–
|
–
|
–
|
|
|
517
|
Firestone Capital Management
Coral Gables,
Florida
|
$6K
|
+$5.52K
|
+42
|
New
|
|
|
518
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$6K
|
+$6.18K
|
+47
|
New
|
|
|
519
|
Kelly Financial Services
Braintree,
Massachusetts
|
$5.9K
|
–
|
–
|
–
|
|
|
520
|
|
$5K
|
-$1.34M
|
-10,231
|
-100%
|
|
|
521
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
522
|
Weaver Consulting Group
Huntington Beach,
California
|
$5K
|
–
|
–
|
–
|
|
|
523
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$5K
|
+$5.26K
|
+40
|
New
|
|
|
524
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$4K
|
–
|
–
|
–
|
|
|
525
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$4K
|
+$657
|
+5
|
+19%
|
|
