|
401
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$16K
|
–
|
–
|
–
|
|
|
402
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$14K
|
-$2.38K
|
-178
|
-15%
|
|
|
403
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$14K
|
+$13.4K
|
+1,000
|
New
|
|
|
404
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$13K
|
–
|
–
|
–
|
|
|
405
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$13K
|
+$12.8K
|
+956
|
New
|
|
|
406
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$10K
|
+$9.46K
|
+707
|
New
|
|
|
407
|
Howe & Rusling
Rochester,
New York
|
$6K
|
–
|
–
|
–
|
|
|
408
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
409
|
Private Trust Company
Cleveland,
Ohio
|
$4K
|
-$950
|
-71
|
-20%
|
|
|
410
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$4K
|
–
|
–
|
–
|
|
|
411
|
Victory Capital Management
San Antonio,
Texas
|
$4K
|
+$4.48K
|
+335
|
New
|
|
|
412
|
Arrow Financial
Glens Falls,
New York
|
$3K
|
–
|
–
|
–
|
|
|
413
|
High Point Bank & Trust
High Point,
North Carolina
|
$3K
|
–
|
–
|
–
|
|
|
414
|
Tompkins Financial
Ithaca,
New York
|
$3K
|
–
|
–
|
–
|
|
|
415
|
WhitTier Trust Company
Reno,
Nevada
|
$3K
|
–
|
–
|
–
|
|
|
416
|
SignatureFD
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
417
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$2K
|
–
|
–
|
–
|
|
|
418
|
Formidable Asset Management
Cincinnati,
Ohio
|
$2K
|
+$1.97K
|
+147
|
New
|
|
|
419
|
Partnervest Advisory Services
Santa Barbara,
California
|
$1K
|
–
|
–
|
–
|
|
|
420
|
Aviance Capital Management
Sarasota,
Florida
|
$1K
|
+$736
|
+55
|
New
|
|
|
421
|
ClariVest Asset Management
San Diego,
California
|
$1K
|
+$1.07K
|
+80
|
New
|
|
|
422
|
|
–
|
-$16.3M
|
-1,274,141
|
Closed
|
|
|
423
|
BNP Paribas Asset Management
Paris,
France
|
–
|
-$14M
|
-1,091,494
|
Closed
|
|
|
424
|
Nokota Management
New York
|
–
|
-$4.89M
|
-382,310
|
Closed
|
|
|
425
|
Meritage Portfolio Management
Overland Park,
Kansas
|
–
|
-$3.08M
|
-240,358
|
Closed
|
|
