|
1001
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$23K
|
–
|
–
|
–
|
|
|
1002
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$23K
|
–
|
–
|
–
|
|
|
1003
|
EARNEST Partners
Atlanta,
Georgia
|
$22K
|
–
|
–
|
–
|
|
|
1004
|
Tarbox Family Office
Newport Beach,
California
|
$22K
|
–
|
–
|
–
|
|
|
1005
|
Gradient Investments
Arden Hills,
Minnesota
|
$21K
|
-$20.1K
|
-390
|
-48%
|
|
|
1006
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$21K
|
+$3.87K
|
+75
|
+23%
|
|
|
1007
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$20K
|
-$30.8K
|
-598
|
-60%
|
|
|
1008
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$20K
|
–
|
–
|
–
|
|
|
1009
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$20K
|
–
|
–
|
–
|
|
|
1010
|
Sonora Investment Management
Tucson,
Arizona
|
$20K
|
–
|
–
|
–
|
|
|
1011
|
TrueWealth LLC
Atlanta,
Georgia
|
$20K
|
–
|
–
|
–
|
|
|
1012
|
Tompkins Financial
Ithaca,
New York
|
$19K
|
–
|
–
|
–
|
|
|
1013
|
First Command Bank
Fort Worth,
Texas
|
$18K
|
-$4.54K
|
-88
|
-20%
|
|
|
1014
|
First Command Financial Services
Fort Worth,
Texas
|
$18K
|
-$4.54K
|
-88
|
-20%
|
|
|
1015
|
Security National Trust
Wheeling,
West Virginia
|
$18K
|
+$10.3K
|
+200
|
+133%
|
|
|
1016
|
Rational Advisors
Huntington,
New York
|
$16K
|
+$876
|
+17
|
+6%
|
|
|
1017
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$15K
|
-$15.5K
|
-300
|
-50%
|
|
|
1018
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$15K
|
–
|
–
|
–
|
|
|
1019
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$15K
|
–
|
–
|
–
|
|
|
1020
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$15K
|
–
|
–
|
–
|
|
|
1021
|
Golden State Wealth Management
Santa Ana,
California
|
$15K
|
+$15.3K
|
+296
|
New
|
|
|
1022
|
Asset Dedication LLC
San Francisco,
California
|
$14K
|
–
|
–
|
–
|
|
|
1023
|
Avior Wealth Management
Omaha,
Nebraska
|
$14K
|
–
|
–
|
–
|
|
|
1024
|
Centerpoint Advisors
Needham,
Massachusetts
|
$14K
|
+$14.2K
|
+276
|
New
|
|
|
1025
|
Legacy Bridge
West Des Moines,
Iowa
|
$14K
|
+$14.4K
|
+280
|
New
|
|
