|
401
|
Global Retirement Partners
San Rafael,
California
|
$9K
|
–
|
–
|
–
|
|
|
402
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$9K
|
–
|
–
|
–
|
|
|
403
|
Capital Bank & Trust
Irvine,
California
|
$7K
|
–
|
–
|
–
|
|
|
404
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$7K
|
–
|
–
|
–
|
|
|
405
|
TCI Wealth Advisors
Tucson,
Arizona
|
$7K
|
–
|
–
|
–
|
|
|
406
|
Thompson Davis & Co
Richmond,
Virginia
|
$6K
|
-$1.34K
|
-9
|
-20%
|
|
|
407
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$6K
|
-$448
|
-3
|
-7%
|
|
|
408
|
Valeo Financial Advisors
Carmel,
Indiana
|
$5K
|
+$4.48K
|
+30
|
New
|
|
|
409
|
Versant Capital Management
Phoenix,
Arizona
|
$4K
|
-$299
|
-2
|
-7%
|
|
|
410
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$4K
|
–
|
–
|
–
|
|
|
411
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$4K
|
+$1.94K
|
+13
|
+87%
|
|
|
412
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$4K
|
+$4.78K
|
+32
|
New
|
|
|
413
|
Geneos Wealth Management
Englewood,
Colorado
|
$3K
|
–
|
–
|
–
|
|
|
414
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$3K
|
+$2.99K
|
+20
|
New
|
|
|
415
|
WhitTier Trust Company
Reno,
Nevada
|
$3K
|
+$2.99K
|
+20
|
New
|
|
|
416
|
West Paces Advisors
Atlanta,
Georgia
|
$2.31K
|
–
|
–
|
–
|
|
|
417
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$2K
|
–
|
–
|
–
|
|
|
418
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$1K
|
-$5.08K
|
-34
|
-83%
|
|
|
419
|
TLP Group
Evanston,
Illinois
|
$1K
|
+$299
|
+2
|
New
|
|
|
420
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
+$747
|
+5
|
New
|
|
|
421
|
Tarbox Family Office
Newport Beach,
California
|
$1K
|
+$1.2K
|
+8
|
New
|
|
|
422
|
Sterling Capital Management
Charlotte,
North Carolina
|
–
|
-$106M
|
-727,812
|
Closed
|
|
|
423
|
New Mountain Vantage Advisers
New York
|
–
|
-$29.4M
|
-202,191
|
Closed
|
|
|
424
|
Cacti Asset Management
Atlanta,
Georgia
|
–
|
-$23.6M
|
-161,067
|
Closed
|
|
|
425
|
Tran Capital Management
San Rafael,
California
|
–
|
-$17.8M
|
-122,653
|
Closed
|
|
