|
301
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$3K
|
–
|
–
|
–
|
|
|
302
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
303
|
SJS Investment Consulting
Sylvania,
Ohio
|
$3K
|
+$2.69K
|
+64
|
New
|
|
|
304
|
Bartlett & Co
Cincinnati,
Ohio
|
$3K
|
+$3.37K
|
+80
|
New
|
|
|
305
|
EARNEST Partners
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
306
|
Lee Financial
Dallas,
Texas
|
$2K
|
–
|
–
|
–
|
|
|
307
|
West Oak Capital
Westlake Village,
California
|
$2K
|
–
|
–
|
–
|
|
|
308
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$2K
|
+$1.09K
|
+26
|
+173%
|
|
|
309
|
Howe & Rusling
Rochester,
New York
|
$2K
|
+$2.15K
|
+51
|
New
|
|
|
310
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$2K
|
+$2.53K
|
+60
|
New
|
|
|
311
|
UMB Bank
Kansas City,
Missouri
|
$1K
|
-$674
|
-16
|
-36%
|
|
|
312
|
Covestor
London,
United Kingdom
|
$1K
|
-$211
|
-5
|
-24%
|
|
|
313
|
Ancora Advisors
Cleveland,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
314
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$1K
|
–
|
–
|
–
|
|
|
315
|
First Horizon Advisors
Memphis,
Tennessee
|
$1K
|
–
|
–
|
–
|
|
|
316
|
Focused Wealth Management
Newburgh,
New York
|
$1K
|
–
|
–
|
–
|
|
|
317
|
Gleason Group
Prospect,
Kentucky
|
$1K
|
–
|
–
|
–
|
|
|
318
|
|
$1K
|
–
|
–
|
–
|
|
|
319
|
Schubert & Co
Mckinney,
Texas
|
$1K
|
+$211
|
+5
|
+63%
|
|
|
320
|
Cordant Inc
Portland,
Oregon
|
$1K
|
+$884
|
+21
|
New
|
|
|
321
|
Archer Investment Corporation
Carmel,
Indiana
|
$740
|
–
|
–
|
–
|
|
|
322
|
Sutton Wealth Advisors
Tampa,
Florida
|
$653
|
+$632
|
+15
|
New
|
|
|
323
|
TD Private Client Wealth
New York
|
$479
|
–
|
–
|
–
|
|
|
324
|
Long Pond Capital
New York
|
–
|
-$63.7M
|
-1,495,000
|
Closed
|
|
|
325
|
Simcoe Capital Management
New York
|
–
|
-$37.2M
|
-873,320
|
Closed
|
|
