|
201
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$12K
|
+$11.9K
|
+606
|
New
|
|
|
202
|
Whittier Trust
South Pasadena,
California
|
$11K
|
-$85.2K
|
-4,345
|
-89%
|
|
|
203
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$9K
|
-$109K
|
-5,550
|
-93%
|
|
|
204
|
Asset Dedication LLC
San Francisco,
California
|
$9K
|
–
|
–
|
–
|
|
|
205
|
Kanaly Trust
Houston,
Texas
|
$9K
|
–
|
–
|
–
|
|
|
206
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$9K
|
+$39
|
+2
|
+0.4%
|
|
|
207
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$5K
|
–
|
–
|
–
|
|
|
208
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
209
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$5K
|
+$5.1K
|
+260
|
New
|
|
|
210
|
First Interstate Bank
Billings,
Montana
|
$4K
|
–
|
–
|
–
|
|
|
211
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
212
|
SEI Investments
Oaks,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
213
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$3K
|
–
|
–
|
–
|
|
|
214
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$3K
|
–
|
–
|
–
|
|
|
215
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$3K
|
–
|
–
|
–
|
|
|
216
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$3K
|
–
|
–
|
–
|
|
|
217
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$3K
|
+$3.51K
|
+179
|
New
|
|
|
218
|
Exane Derivatives
Paris,
France
|
$2.74K
|
–
|
–
|
–
|
|
|
219
|
Financial Management Professionals
Austin,
Texas
|
$2K
|
–
|
–
|
–
|
|
|
220
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$2K
|
–
|
–
|
–
|
|
|
221
|
Reilly Financial Advisors
La Mesa,
California
|
$2K
|
–
|
–
|
–
|
|
|
222
|
Endurance Wealth Management
Providence,
Rhode Island
|
$1K
|
–
|
–
|
–
|
|
|
223
|
Center Coast Capital Advisors
Houston,
Texas
|
–
|
-$215M
|
-7,725,143
|
Closed
|
|
|
224
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
–
|
-$141M
|
-5,061,252
|
Closed
|
|
|
225
|
Miller Howard Investments
Kingston,
New York
|
–
|
-$60M
|
-2,155,171
|
Closed
|
|
