|
351
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$8K
|
+$7.15K
|
+615
|
New
|
|
|
352
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$6.75K
|
-$7.39K
|
-636
|
-54%
|
|
|
353
|
Brave Asset Management
Summit,
New Jersey
|
$6K
|
–
|
–
|
–
|
|
|
354
|
Rockefeller Financial Services
New York
|
$6K
|
–
|
–
|
–
|
|
|
355
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$6K
|
–
|
–
|
–
|
|
|
356
|
WhitTier Trust Company
Reno,
Nevada
|
$6K
|
–
|
–
|
–
|
|
|
357
|
Field & Main Bank
Henderson,
Kentucky
|
$5K
|
–
|
–
|
–
|
|
|
358
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
359
|
Apriem Advisors
Irvine,
California
|
$4K
|
–
|
–
|
–
|
|
|
360
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$4K
|
–
|
–
|
–
|
|
|
361
|
Trust Company
Manhattan,
Kansas
|
$4K
|
+$4.18K
|
+360
|
New
|
|
|
362
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$3K
|
-$5.81K
|
-500
|
-70%
|
|
|
363
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$2K
|
-$146K
|
-12,560
|
-99%
|
|
|
364
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
365
|
First Personal Financial Services
Charlotte,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
366
|
|
$2K
|
–
|
–
|
–
|
|
|
367
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$2K
|
+$2.32K
|
+200
|
New
|
|
|
368
|
High Point Bank & Trust
High Point,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
369
|
Howe & Rusling
Rochester,
New York
|
$1K
|
–
|
–
|
–
|
|
|
370
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
371
|
Tarbox Family Office
Newport Beach,
California
|
$1K
|
–
|
–
|
–
|
|
|
372
|
Zions Bancorporation
Salt Lake City,
Utah
|
$1K
|
+$674
|
+58
|
New
|
|
|
373
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$1K
|
+$1.16K
|
+100
|
New
|
|
|
374
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$1K
|
+$1.28K
|
+110
|
New
|
|
|
375
|
Perkins Investment Management
Chicago,
Illinois
|
–
|
-$27.4M
|
-2,395,836
|
Closed
|
|
