|
301
|
Stifel Trust
St. Louis,
Missouri
|
$21K
|
–
|
–
|
–
|
|
|
302
|
Bank of Kentucky
Crestview Hills,,
Kentucky
|
$19K
|
–
|
–
|
–
|
|
|
303
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$19K
|
–
|
–
|
–
|
|
|
304
|
Cordasco Financial Network
Naples,
Florida
|
$19K
|
+$19.6K
|
+240
|
New
|
|
|
305
|
Vigilant Capital Management
Portland,
Maine
|
$16K
|
–
|
–
|
–
|
|
|
306
|
Waverly Advisors
Birmingham,
Alabama
|
$9K
|
–
|
–
|
–
|
|
|
307
|
Chevy Chase Trust
Bethesda,
Maryland
|
$9K
|
+$82
|
+1
|
+1%
|
|
|
308
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$8.12K
|
–
|
–
|
–
|
|
|
309
|
Haberer Registered Investment Advisor
Cincinnati,
Ohio
|
$8K
|
–
|
–
|
–
|
|
|
310
|
Evercore Wealth Management
New York
|
$7K
|
–
|
–
|
–
|
|
|
311
|
Wealthcare Capital Management
Richmond,
Virginia
|
$5K
|
–
|
–
|
–
|
|
|
312
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
$4K
|
–
|
–
|
–
|
|
|
313
|
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
|
$3K
|
+$2.78K
|
+34
|
New
|
|
|
314
|
SCS Capital Management
Boston,
Massachusetts
|
–
|
-$38.3M
|
-472,943
|
Closed
|
|
|
315
|
BlackRock Institutional Trust
San Francisco,
California
|
–
|
-$1.74M
|
-21,528
|
Closed
|
|
|
316
|
Gemmer Asset Management
Walnut Creek,
California
|
–
|
-$1.5M
|
-18,524
|
Closed
|
|
|
317
|
Winch Advisory Services
Appleton,
Wisconsin
|
–
|
-$836K
|
-10,326
|
Closed
|
|
|
318
|
Bares Capital Management
Austin,
Texas
|
–
|
-$747K
|
-9,231
|
Closed
|
|
|
319
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$581K
|
-7,179
|
Closed
|
|
|
320
|
Alley Company
Lake Forest,
Illinois
|
–
|
-$548K
|
-6,775
|
Closed
|
|
|
321
|
Citadel Advisors
Miami,
Florida
|
–
|
-$502K
|
-6,207
|
Closed
|
|
|
322
|
Plancorp LLC
Saint Louis,
Missouri
|
–
|
-$427K
|
-5,280
|
Closed
|
|
|
323
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
–
|
-$338K
|
-4,170
|
Closed
|
|
|
324
|
Point View Wealth Management
Summit,
New Jersey
|
–
|
-$271K
|
-3,351
|
Closed
|
|
|
325
|
Badgley, Phelps & Bell
Seattle,
Washington
|
–
|
-$271K
|
-3,350
|
Closed
|
|
