|
501
|
West Oak Capital
Westlake Village,
California
|
$42.4K
|
+$12.1K
|
+588
|
+41%
|
|
|
502
|
Guardian Life Insurance
New York
|
$38K
|
-$925
|
-45
|
-2%
|
|
|
503
|
Anchor Investment Management
Columbia,
South Carolina
|
$37.5K
|
-$10.3K
|
-500
|
-22%
|
|
|
504
|
Prelude Capital Management
New York
|
$35K
|
+$34.9K
|
+1,700
|
New
|
|
|
505
|
Hefty Wealth Partners
Auburn,
Indiana
|
$30K
|
–
|
–
|
–
|
|
|
506
|
New York Life Trust
New York
|
$27K
|
-$78.8K
|
-3,833
|
-75%
|
|
|
507
|
Shinko Asset Management Company
Tokyo,
Japan
|
$26K
|
-$5.38K
|
-262
|
-17%
|
|
|
508
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$25K
|
–
|
–
|
–
|
|
|
509
|
Invictus RG
Hamilton,
Bermuda
|
$23K
|
-$4.33K
|
-211
|
-16%
|
|
|
510
|
Kanaly Trust
Houston,
Texas
|
$23K
|
–
|
–
|
–
|
|
|
511
|
Delta Asset Management
Memphis,
Tennessee
|
$21K
|
–
|
–
|
–
|
|
|
512
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$21K
|
–
|
–
|
–
|
|
|
513
|
Washington Trust Bank
Spokane,
Washington
|
$21K
|
+$822
|
+40
|
+4%
|
|
|
514
|
AssetMark Inc
Concord,
California
|
$21K
|
+$9.29K
|
+452
|
+78%
|
|
|
515
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$19K
|
–
|
–
|
–
|
|
|
516
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$19K
|
+$534
|
+26
|
+3%
|
|
|
517
|
Evercore Wealth Management
New York
|
$17K
|
-$7.19K
|
-350
|
-30%
|
|
|
518
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16K
|
–
|
–
|
–
|
|
|
519
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$15K
|
-$31.3K
|
-1,523
|
-68%
|
|
|
520
|
Whitnell & Co
Oak Brook,
Illinois
|
$15K
|
–
|
–
|
–
|
|
|
521
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$15K
|
+$15.1K
|
+733
|
New
|
|
|
522
|
Capital Guardian Trust
Los Angeles,
California
|
$12K
|
–
|
–
|
–
|
|
|
523
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$12K
|
–
|
–
|
–
|
|
|
524
|
Allworth Financial
Folsom,
California
|
$11K
|
–
|
–
|
–
|
|
|
525
|
Gemmer Asset Management
Walnut Creek,
California
|
$11K
|
–
|
–
|
–
|
|
