|
101
|
Tradewinds Capital Management
Bellingham,
Washington
|
$30K
|
–
|
–
|
–
|
|
|
102
|
Focused Wealth Management
Newburgh,
New York
|
$28K
|
–
|
–
|
–
|
|
|
103
|
Alexandria Capital
Arlington,
Virginia
|
$22K
|
–
|
–
|
–
|
|
|
104
|
|
$22K
|
+$14.2K
|
+543
|
+235%
|
|
|
105
|
Lehman Financial Resources
Media,
Pennsylvania
|
$20K
|
–
|
–
|
–
|
|
|
106
|
Oakworth Capital
Birmingham,
Alabama
|
$17K
|
–
|
–
|
–
|
|
|
107
|
MSI Financial Services
Springfield,
Massachusetts
|
$16K
|
+$9.79K
|
+373
|
+187%
|
|
|
108
|
Washington Trust Bank
Spokane,
Washington
|
$14K
|
+$12.9K
|
+490
|
New
|
|
|
109
|
Regal Investment Advisors
Kentwood,
Michigan
|
$13K
|
+$9.05K
|
+345
|
+276%
|
|
|
110
|
New England Securities
New York
|
$11K
|
–
|
–
|
–
|
|
|
111
|
Blume Capital Management
Berkeley,
California
|
$11K
|
+$10.5K
|
+400
|
New
|
|
|
112
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10K
|
-$33.4K
|
-1,274
|
-78%
|
|
|
113
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
114
|
Bessemer Group
Woodbridge,
New Jersey
|
$6K
|
–
|
–
|
–
|
|
|
115
|
Colony Group
Boston,
Massachusetts
|
$6K
|
–
|
–
|
–
|
|
|
116
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$6K
|
–
|
–
|
–
|
|
|
117
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$5.67K
|
–
|
–
|
–
|
|
|
118
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
|
119
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$3K
|
+$2.62K
|
+100
|
New
|
|
|
120
|
Reilly Financial Advisors
La Mesa,
California
|
$3K
|
+$3.15K
|
+120
|
New
|
|
|
121
|
Crosspoint Capital Strategies
Orinda,
California
|
$2K
|
–
|
–
|
–
|
|
|
122
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$2K
|
+$2.02K
|
+77
|
New
|
|
|
123
|
Managed Account Advisors
Jersey City,
New Jersey
|
$1K
|
-$761
|
-29
|
-51%
|
|
|
124
|
Macroview Investment Management
Bethesda,
Maryland
|
$1K
|
–
|
–
|
–
|
|
|
125
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
–
|
-$16.2M
|
-668,840
|
Closed
|
|
