|
801
|
Portfolio Strategies (Washington)
Tacoma,
Washington
|
$14K
|
–
|
–
|
–
|
|
|
802
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$14K
|
+$12.6K
|
+257
|
New
|
|
|
803
|
Lazard Asset Management
New York
|
$13K
|
-$639K
|
-13,035
|
-98%
|
|
|
804
|
Cribstone Capital Management
Augusta,
Maine
|
$13K
|
–
|
–
|
–
|
|
|
805
|
SpiderRock Advisors
Wilimington,
Delaware
|
$13K
|
–
|
–
|
–
|
|
|
806
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$12K
|
-$49K
|
-1,000
|
-82%
|
|
|
807
|
Avior Wealth Management
Omaha,
Nebraska
|
$12K
|
–
|
–
|
–
|
|
|
808
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$12K
|
–
|
–
|
–
|
|
|
809
|
Winfield Associates
Cleveland,
Ohio
|
$12K
|
+$8.57K
|
+175
|
+438%
|
|
|
810
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$12K
|
+$10.9K
|
+223
|
+11,150%
|
|
|
811
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$11.9K
|
–
|
–
|
–
|
|
|
812
|
FNY Managed Accounts
New York
|
$11K
|
-$95.9K
|
-1,958
|
-90%
|
|
|
813
|
AssetMark Inc
Concord,
California
|
$11K
|
-$5.44K
|
-111
|
-34%
|
|
|
814
|
Brown Brothers Harriman & Co
New York
|
$11K
|
–
|
–
|
–
|
|
|
815
|
D. Scott Neal
Lexington,
Kentucky
|
$11K
|
–
|
–
|
–
|
|
|
816
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$11K
|
–
|
–
|
–
|
|
|
817
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$10.2K
|
–
|
–
|
–
|
|
|
818
|
West Paces Advisors
Atlanta,
Georgia
|
$9.51K
|
–
|
–
|
–
|
|
|
819
|
Baystate Wealth Management
Boston,
Massachusetts
|
$9K
|
–
|
–
|
–
|
|
|
820
|
Delta Asset Management
Memphis,
Tennessee
|
$8K
|
–
|
–
|
–
|
|
|
821
|
WFG Advisors
Dallas,
Texas
|
$8K
|
+$49
|
+1
|
+0.7%
|
|
|
822
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
823
|
Creative Financial Designs
Kokomo,
Indiana
|
$7K
|
+$1.76K
|
+36
|
+40%
|
|
|
824
|
Allworth Financial
Folsom,
California
|
$7K
|
+$6.57K
|
+134
|
New
|
|
|
825
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$6K
|
-$588
|
-12
|
-10%
|
|
