|
201
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$15K
|
–
|
–
|
–
|
|
|
202
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14K
|
-$32.2K
|
-715
|
-65%
|
|
|
203
|
Pathstone Family Office
Englewood,
New Jersey
|
$13K
|
-$2.03K
|
-45
|
-12%
|
|
|
204
|
MSI Financial Services
Springfield,
Massachusetts
|
$13K
|
–
|
–
|
–
|
|
|
205
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$12K
|
+$13.5K
|
+300
|
New
|
|
|
206
|
First Horizon Advisors
Memphis,
Tennessee
|
$11K
|
–
|
–
|
–
|
|
|
207
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$11K
|
–
|
–
|
–
|
|
|
208
|
Apriem Advisors
Irvine,
California
|
$10K
|
–
|
–
|
–
|
|
|
209
|
ClearBridge Investments
New York
|
$8K
|
–
|
–
|
–
|
|
|
210
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$8K
|
–
|
–
|
–
|
|
|
211
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8K
|
–
|
–
|
–
|
|
|
212
|
Washington Trust Bank
Spokane,
Washington
|
$8K
|
–
|
–
|
–
|
|
|
213
|
Advisory Services Network
Atlanta,
Georgia
|
$8K
|
+$2.12K
|
+47
|
+27%
|
|
|
214
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$7.71K
|
+$4.5K
|
+100
|
+100%
|
|
|
215
|
Aris Wealth Services
State College,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
216
|
Kanaly Trust
Houston,
Texas
|
$6K
|
–
|
–
|
–
|
|
|
217
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$4K
|
–
|
–
|
–
|
|
|
218
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$4K
|
–
|
–
|
–
|
|
|
219
|
Perkins Coie Trust Company
Seattle,
Washington
|
$4K
|
–
|
–
|
–
|
|
|
220
|
Huntington National Bank
Columbus,
Ohio
|
$3K
|
+$810
|
+18
|
+29%
|
|
|
221
|
SignatureFD
Atlanta,
Georgia
|
$3K
|
+$2.16K
|
+48
|
+253%
|
|
|
222
|
Bessemer Group
Woodbridge,
New Jersey
|
$3K
|
+$3.87K
|
+86
|
New
|
|
|
223
|
Howe & Rusling
Rochester,
New York
|
$2K
|
–
|
–
|
–
|
|
|
224
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$930
|
–
|
–
|
–
|
|
|
225
|
BVF Inc
San Francisco,
California
|
–
|
-$9.68M
|
-200,000
|
Closed
|
|
