|
401
|
Optimum Investment Advisors
Chicago,
Illinois
|
$15K
|
–
|
–
|
–
|
|
|
402
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$14K
|
-$20.1K
|
-195
|
-57%
|
|
|
403
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$14K
|
–
|
–
|
–
|
|
|
404
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$14K
|
+$4.64K
|
+45
|
+47%
|
|
|
405
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$13K
|
-$4.64K
|
-45
|
-25%
|
|
|
406
|
Zions Trust National Association
Salt Lake City,
Utah
|
$12K
|
–
|
–
|
–
|
|
|
407
|
Duncker Streett & Co
St. Louis,
Missouri
|
$11K
|
+$11.5K
|
+112
|
New
|
|
|
408
|
Virtus Fund Advisers
Hartford,
Connecticut
|
$10K
|
-$78.1K
|
-758
|
-89%
|
|
|
409
|
First New York Securities
New York
|
$9.91K
|
+$10.3K
|
+100
|
New
|
|
|
410
|
|
$9K
|
–
|
–
|
–
|
|
|
411
|
|
$9K
|
+$10.3K
|
+100
|
New
|
|
|
412
|
Gemmer Asset Management
Walnut Creek,
California
|
$8K
|
–
|
–
|
–
|
|
|
413
|
Stifel Trust
St. Louis,
Missouri
|
$8K
|
–
|
–
|
–
|
|
|
414
|
QCI Asset Management
Pittsford,
New York
|
$7K
|
-$2.58K
|
-25
|
-25%
|
|
|
415
|
Lenox Wealth Advisors
New York
|
$7K
|
–
|
–
|
–
|
|
|
416
|
Whittier Trust
South Pasadena,
California
|
$6K
|
–
|
–
|
–
|
|
|
417
|
Tompkins Financial
Ithaca,
New York
|
$5K
|
+$5.26K
|
+51
|
New
|
|
|
418
|
Acadian Asset Management
Boston,
Massachusetts
|
$5K
|
+$5.36K
|
+52
|
New
|
|
|
419
|
Synovus Financial
Columbus,
Georgia
|
$5K
|
+$5.57K
|
+54
|
New
|
|
|
420
|
Private Trust Company
Cleveland,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
421
|
Archford Capital Strategies
Swansea,
Illinois
|
$2K
|
–
|
–
|
–
|
|
|
422
|
Tarbox Family Office
Newport Beach,
California
|
$1K
|
–
|
–
|
–
|
|
|
423
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
424
|
Raffa Wealth Management
Washington,
District of Columbia
|
$496
|
+$515
|
+5
|
New
|
|
|
425
|
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
–
|
-$40.5M
|
-387,860
|
Closed
|
|
