|
101
|
Geneos Wealth Management
Englewood,
Colorado
|
$30K
|
–
|
–
|
–
|
|
|
102
|
Cordasco Financial Network
Naples,
Florida
|
$28K
|
–
|
–
|
–
|
|
|
103
|
ClearBridge Investments
New York
|
$24K
|
–
|
–
|
–
|
|
|
104
|
WealthPLAN Partners
Omaha,
Nebraska
|
$23.3K
|
-$7.98K
|
-1,000
|
-25%
|
|
|
105
|
Central Trust Company
Jefferson City,
Missouri
|
$23K
|
–
|
–
|
–
|
|
|
106
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$23K
|
+$7.04K
|
+883
|
+43%
|
|
|
107
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$20K
|
–
|
–
|
–
|
|
|
108
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$18K
|
-$4.31K
|
-540
|
-19%
|
|
|
109
|
|
$18K
|
-$223
|
-28
|
-1%
|
|
|
110
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$11K
|
+$12.1K
|
+1,517
|
New
|
|
|
111
|
Gradient Investments
Arden Hills,
Minnesota
|
$10K
|
–
|
–
|
–
|
|
|
112
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$10K
|
+$183
|
+23
|
+2%
|
|
|
113
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$8K
|
–
|
–
|
–
|
|
|
114
|
American National Bank & Trust
Wichita Falls,
Texas
|
$8K
|
–
|
–
|
–
|
|
|
115
|
Cable Hill Partners
Portland,
Oregon
|
$4K
|
+$3.69K
|
+462
|
New
|
|
|
116
|
Allworth Financial
Folsom,
California
|
$4K
|
+$3.84K
|
+481
|
New
|
|
|
117
|
SEI Investments
Oaks,
Pennsylvania
|
$4K
|
+$4.1K
|
+514
|
New
|
|
|
118
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$3K
|
–
|
–
|
–
|
|
|
119
|
Physicians Financial Services
Raleigh,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
120
|
Tradewinds Capital Management
Bellingham,
Washington
|
$2K
|
–
|
–
|
–
|
|
|
121
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
–
|
-$279K
|
-35,450
|
Closed
|
|
|
122
|
Noesis Capital Mangement
Boca Raton,
Florida
|
–
|
-$236K
|
-30,000
|
Closed
|
|
|
123
|
M Holdings Securities
Portland,
Oregon
|
–
|
-$146K
|
-18,483
|
Closed
|
|
|
124
|
EULAV Asset Management
Sarasota,
Florida
|
–
|
-$112K
|
-14,200
|
Closed
|
|
|
125
|
Williams Jones & Associates
New York
|
–
|
-$95K
|
-12,000
|
Closed
|
|
