|
501
|
Geneos Wealth Management
Englewood,
Colorado
|
$10K
|
–
|
–
|
–
|
|
|
502
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$10K
|
–
|
–
|
–
|
|
|
503
|
Penserra Capital Management
Orinda,
California
|
$10K
|
+$4.13K
|
+60
|
+69%
|
|
|
504
|
Tortoise Investment Management
White Plains,
New York
|
$10K
|
+$10.3K
|
+150
|
New
|
|
|
505
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$7K
|
–
|
–
|
–
|
|
|
506
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$7K
|
–
|
–
|
–
|
|
|
507
|
New York Life Trust
New York
|
$7K
|
+$6.61K
|
+96
|
New
|
|
|
508
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$6K
|
–
|
–
|
–
|
|
|
509
|
Sandy Spring Bank
Olney,
Maryland
|
$6K
|
–
|
–
|
–
|
|
|
510
|
Howe & Rusling
Rochester,
New York
|
$5K
|
+$344
|
+5
|
+8%
|
|
|
511
|
Sutton Wealth Advisors
Tampa,
Florida
|
$4.96K
|
–
|
–
|
–
|
|
|
512
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$4K
|
-$890K
|
-12,939
|
-100%
|
|
|
513
|
City Holding Co
Charleston,
West Virginia
|
$4K
|
–
|
–
|
–
|
|
|
514
|
Fred Alger Management
New York
|
$4K
|
+$3.85K
|
+56
|
New
|
|
|
515
|
SignatureFD
Atlanta,
Georgia
|
$3K
|
-$344
|
-5
|
-10%
|
|
|
516
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$3K
|
–
|
–
|
–
|
|
|
517
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$2K
|
-$2.27K
|
-33
|
-48%
|
|
|
518
|
Kanaly Trust
Houston,
Texas
|
$2K
|
-$1.1K
|
-16
|
-36%
|
|
|
519
|
Herndon Capital Management
Atlanta,
Georgia
|
$2K
|
+$2.34K
|
+34
|
New
|
|
|
520
|
Vigilant Capital Management
Portland,
Maine
|
$2K
|
+$2.41K
|
+35
|
New
|
|
|
521
|
Proficio Capital Partners
Newton,
Massachusetts
|
$1K
|
-$5.43K
|
-79
|
-82%
|
|
|
522
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
523
|
TCI Wealth Advisors
Tucson,
Arizona
|
$1K
|
–
|
–
|
–
|
|
|
524
|
Raffa Wealth Management
Washington,
District of Columbia
|
$413
|
–
|
–
|
–
|
|
|
525
|
|
–
|
-$35.6M
|
-474,649
|
Closed
|
|
