|
601
|
Allworth Financial
Folsom,
California
|
$20K
|
–
|
–
|
–
|
|
|
602
|
Versant Capital Management
Phoenix,
Arizona
|
$20K
|
+$1.47K
|
+20
|
+8%
|
|
|
603
|
Security National Trust
Wheeling,
West Virginia
|
$20K
|
+$19.9K
|
+271
|
New
|
|
|
604
|
Anchor Investment Management
Columbia,
South Carolina
|
$18.7K
|
–
|
–
|
–
|
|
|
605
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$17.8K
|
+$17.5K
|
+238
|
New
|
|
|
606
|
Huntington National Bank
Columbus,
Ohio
|
$16K
|
-$9.97K
|
-136
|
-39%
|
|
|
607
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$15K
|
+$15.1K
|
+206
|
New
|
|
|
608
|
TCI Wealth Advisors
Tucson,
Arizona
|
$11K
|
-$1.83K
|
-25
|
-14%
|
|
|
609
|
Capital Guardian Trust
Los Angeles,
California
|
$11K
|
–
|
–
|
–
|
|
|
610
|
M&R Capital Management
Summit,
New Jersey
|
$11K
|
–
|
–
|
–
|
|
|
611
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$11K
|
+$11.1K
|
+152
|
New
|
|
|
612
|
Winch Advisory Services
Appleton,
Wisconsin
|
$10K
|
+$9.9K
|
+135
|
New
|
|
|
613
|
Sutton Wealth Advisors
Tampa,
Florida
|
$9.71K
|
+$440
|
+6
|
+5%
|
|
|
614
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$8K
|
–
|
–
|
–
|
|
|
615
|
Cribstone Capital Management
Augusta,
Maine
|
$7K
|
–
|
–
|
–
|
|
|
616
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$7K
|
+$6.53K
|
+89
|
New
|
|
|
617
|
Edmond de Rothschild Private Merchant Banking
London,
United Kingdom
|
$7K
|
+$6.53K
|
+89
|
New
|
|
|
618
|
Thompson Davis & Co
Richmond,
Virginia
|
$6K
|
–
|
–
|
–
|
|
|
619
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$5K
|
-$6.01K
|
-82
|
-57%
|
|
|
620
|
Tarbox Family Office
Newport Beach,
California
|
$5K
|
–
|
–
|
–
|
|
|
621
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$5K
|
+$5.13K
|
+70
|
New
|
|
|
622
|
First Personal Financial Services
Charlotte,
North Carolina
|
$4K
|
-$1.17K
|
-16
|
-23%
|
|
|
623
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
624
|
Proficio Capital Partners
Newton,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
625
|
Delphi Private Advisors
San Diego,
California
|
$4K
|
+$880
|
+12
|
+29%
|
|
