|
226
|
Tarbox Family Office
Newport Beach,
California
|
$7K
|
–
|
–
|
–
|
|
|
227
|
TCI Wealth Advisors
Tucson,
Arizona
|
$7K
|
–
|
–
|
–
|
|
|
228
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$5K
|
–
|
–
|
–
|
|
|
229
|
Gemmer Asset Management
Walnut Creek,
California
|
$5K
|
–
|
–
|
–
|
|
|
230
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$5K
|
–
|
–
|
–
|
|
|
231
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
232
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5K
|
+$961
|
+22
|
+30%
|
|
|
233
|
Power Corp of Canada
Montreal, Quebec,
Canada
|
$5K
|
+$4.19K
|
+96
|
New
|
|
|
234
|
Rockefeller Capital Management
New York
|
$4K
|
+$1.22K
|
+28
|
+32%
|
|
|
235
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$4K
|
+$2.1K
|
+48
|
+120%
|
|
|
236
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$4K
|
+$3.32K
|
+76
|
New
|
|
|
237
|
Meeder Asset Management
Dublin,
Ohio
|
$4K
|
+$3.58K
|
+82
|
New
|
|
|
238
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
239
|
Huntington National Bank
Columbus,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
240
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$2.13K
|
+$873
|
+20
|
+111%
|
|
|
241
|
TD Private Client Wealth
New York
|
$2.1K
|
-$1.22K
|
-28
|
-39%
|
|
|
242
|
Albion Financial Group
Salt Lake City,
Utah
|
$2K
|
-$1.4K
|
-32
|
-50%
|
|
|
243
|
Manchester Capital Management
Manchester,
Vermont
|
$2K
|
–
|
–
|
–
|
|
|
244
|
Parallel Advisors
San Francisco,
California
|
$2K
|
–
|
–
|
–
|
|
|
245
|
Cordant Inc
Portland,
Oregon
|
$2K
|
+$2.27K
|
+52
|
New
|
|
|
246
|
Schubert & Co
Mckinney,
Texas
|
$1K
|
+$87
|
+2
|
+10%
|
|
|
247
|
Allworth Financial
Folsom,
California
|
$1K
|
+$524
|
+12
|
New
|
|
|
248
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1K
|
+$1.14K
|
+26
|
New
|
|
|
249
|
Global Retirement Partners
San Rafael,
California
|
$1K
|
+$1.14K
|
+26
|
New
|
|
|
250
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
–
|
-$1.59M
|
-37,384
|
Closed
|
|
