|
1201
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$14K
|
–
|
–
|
–
|
|
|
1202
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$14K
|
–
|
–
|
–
|
|
|
1203
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$14K
|
+$14.3K
|
+69
|
New
|
|
|
1204
|
Pathstone Family Office
Englewood,
New Jersey
|
$13K
|
+$3.73K
|
+18
|
+40%
|
|
|
1205
|
Kelly Financial Services
Braintree,
Massachusetts
|
$11.9K
|
–
|
–
|
–
|
|
|
1206
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$11K
|
–
|
–
|
–
|
|
|
1207
|
EARNEST Partners
Atlanta,
Georgia
|
$11K
|
–
|
–
|
–
|
|
|
1208
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$11K
|
–
|
–
|
–
|
|
|
1209
|
Merrion Investment Management
Cranford,
New Jersey
|
$11K
|
+$11.4K
|
+55
|
New
|
|
|
1210
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$10K
|
-$414
|
-2
|
-4%
|
|
|
1211
|
AllSquare Wealth Management
Albany,
New York
|
$10K
|
–
|
–
|
–
|
|
|
1212
|
Freedman Financial Associates
Peabody,
Massachusetts
|
$10K
|
+$10.3K
|
+50
|
New
|
|
|
1213
|
McMillion Capital Management
Greensboro,
North Carolina
|
$10K
|
+$10.3K
|
+50
|
New
|
|
|
1214
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$10K
|
+$10.3K
|
+50
|
New
|
|
|
1215
|
West Paces Advisors
Atlanta,
Georgia
|
$9.09K
|
–
|
–
|
–
|
|
|
1216
|
WhitTier Trust Company
Reno,
Nevada
|
$8K
|
–
|
–
|
–
|
|
|
1217
|
GS Investments
Minneapolis,
Minnesota
|
$8K
|
+$8.28K
|
+40
|
New
|
|
|
1218
|
Concord Wealth Partners
Abingdon,
Virginia
|
$7K
|
+$7.24K
|
+35
|
New
|
|
|
1219
|
Key Financial Inc
West Chester,
Pennsylvania
|
$7K
|
+$7.24K
|
+35
|
New
|
|
|
1220
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$7K
|
+$7.45K
|
+36
|
New
|
|
|
1221
|
Hantz Financial Services
Southfield,
Michigan
|
$6K
|
-$117K
|
-567
|
-95%
|
|
|
1222
|
Clean Yield Group
Norwich,
Vermont
|
$6K
|
-$3.73K
|
-18
|
-39%
|
|
|
1223
|
Smith Group Asset Management
Dallas,
Texas
|
$6K
|
–
|
–
|
–
|
|
|
1224
|
Janiczek Wealth Management
Denver,
Colorado
|
$6K
|
+$2.48K
|
+12
|
+63%
|
|
|
1225
|
True Link Financial Advisors
San Francisco,
California
|
$6K
|
+$6.21K
|
+30
|
New
|
|
