|
326
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
327
|
US Financial Advisors
Braintree,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
328
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$5K
|
–
|
–
|
–
|
|
|
329
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$5K
|
+$4.95K
|
+100
|
New
|
|
|
330
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$4K
|
-$44.6K
|
-901
|
-93%
|
|
|
331
|
Evercore Wealth Management
New York
|
$4K
|
–
|
–
|
–
|
|
|
332
|
Nelson Capital Management
Menlo Park,
California
|
$4K
|
–
|
–
|
–
|
|
|
333
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$4K
|
+$743
|
+15
|
+25%
|
|
|
334
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$4K
|
+$3.37K
|
+68
|
New
|
|
|
335
|
SignatureFD
Atlanta,
Georgia
|
$4K
|
+$3.86K
|
+78
|
New
|
|
|
336
|
|
$3K
|
–
|
–
|
–
|
|
|
337
|
People's United Financial
Bridgeport,
Connecticut
|
$3K
|
–
|
–
|
–
|
|
|
338
|
Invictus RG
Hamilton,
Bermuda
|
$2K
|
-$5.5K
|
-111
|
-73%
|
|
|
339
|
Versant Capital Management
Phoenix,
Arizona
|
$2K
|
+$743
|
+15
|
+39%
|
|
|
340
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$2K
|
+$1.53K
|
+31
|
New
|
|
|
341
|
Geneos Wealth Management
Englewood,
Colorado
|
$2K
|
+$1.98K
|
+40
|
New
|
|
|
342
|
Patten Group
Chattanooga,
Tennessee
|
$1.83K
|
–
|
–
|
–
|
|
|
343
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
344
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
345
|
Oakworth Capital
Birmingham,
Alabama
|
$1K
|
–
|
–
|
–
|
|
|
346
|
Winfield Associates
Cleveland,
Ohio
|
$1K
|
+$991
|
+20
|
New
|
|
|
347
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$1K
|
+$1.14K
|
+23
|
New
|
|
|
348
|
Brown Brothers Harriman & Co
New York
|
$1K
|
+$1.29K
|
+26
|
New
|
|
|
349
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$1K
|
+$1.83K
|
+37
|
New
|
|
|
350
|
Scopia Capital Management
New York
|
–
|
-$145M
|
-2,559,749
|
Closed
|
|
