|
101
|
Cordasco Financial Network
Naples,
Florida
|
$28K
|
–
|
–
|
–
|
|
|
102
|
Southport Capital Management
Chattanooga,
Tennessee
|
$28K
|
+$26.7K
|
+3,500
|
New
|
|
|
103
|
ClearBridge Investments
New York
|
$24K
|
–
|
–
|
–
|
|
|
104
|
WealthPLAN Partners
Omaha,
Nebraska
|
$23.6K
|
+$30.5K
|
+3,994
|
New
|
|
|
105
|
Central Trust Company
Jefferson City,
Missouri
|
$23K
|
–
|
–
|
–
|
|
|
106
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$22K
|
+$237
|
+31
|
+1%
|
|
|
107
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$20K
|
+$7.64K
|
+1,000
|
+67%
|
|
|
108
|
|
$18K
|
-$749K
|
-98,043
|
-98%
|
|
|
109
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$18K
|
+$17.2K
|
+2,257
|
New
|
|
|
110
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$16K
|
–
|
–
|
–
|
|
|
111
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$12K
|
+$11.5K
|
+1,503
|
New
|
|
|
112
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11K
|
+$10.3K
|
+1,342
|
New
|
|
|
113
|
Gradient Investments
Arden Hills,
Minnesota
|
$10K
|
–
|
–
|
–
|
|
|
114
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$10K
|
+$176
|
+23
|
+2%
|
|
|
115
|
D.A. Davidson & Co
Great Falls,
Montana
|
$8K
|
-$50K
|
-6,539
|
-85%
|
|
|
116
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$8K
|
–
|
–
|
–
|
|
|
117
|
American National Bank & Trust
Wichita Falls,
Texas
|
$8K
|
+$7.64K
|
+1,000
|
New
|
|
|
118
|
Cribstone Capital Management
Augusta,
Maine
|
$7K
|
+$6.83K
|
+894
|
New
|
|
|
119
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$3K
|
–
|
–
|
–
|
|
|
120
|
Physicians Financial Services
Raleigh,
North Carolina
|
$3K
|
–
|
–
|
–
|
|
|
121
|
Tradewinds Capital Management
Bellingham,
Washington
|
$2K
|
+$2.19K
|
+287
|
New
|
|
|
122
|
Parametric Portfolio Associates
Seattle,
Washington
|
–
|
-$24.1M
|
-3,193,439
|
Closed
|
|
|
123
|
Doliver Advisors
Houston,
Texas
|
–
|
-$1.82M
|
-242,086
|
Closed
|
|
|
124
|
SG Americas Securities
New York
|
–
|
-$810K
|
-107,426
|
Closed
|
|
|
125
|
Nine Masts Capital
Central,
Hong Kong
|
–
|
-$782K
|
-103,717
|
Closed
|
|
