|
1201
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$50K
|
–
|
–
|
–
|
|
|
1202
|
Central Bank & Trust
Lexington,
Kentucky
|
$49K
|
–
|
–
|
–
|
|
|
1203
|
Catamount Wealth Management
Westport,
Connecticut
|
$49K
|
+$46.8K
|
+336
|
New
|
|
|
1204
|
North Forty Management
Seattle,
Washington
|
$49K
|
+$46.8K
|
+336
|
New
|
|
|
1205
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$46K
|
-$10.9K
|
-78
|
-20%
|
|
|
1206
|
|
$46K
|
–
|
–
|
–
|
|
|
1207
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$45K
|
+$42.9K
|
+308
|
New
|
|
|
1208
|
Glassman Wealth Services
Vienna,
Virginia
|
$44K
|
+$2.37K
|
+17
|
+6%
|
|
|
1209
|
Ruggie Capital Group
Tavares,
Florida
|
$42K
|
–
|
–
|
–
|
|
|
1210
|
Close Asset Management
London,
United Kingdom
|
$42K
|
+$40.7K
|
+292
|
New
|
|
|
1211
|
Westside Investment Management
Santa Monica,
California
|
$40.9K
|
+$38.6K
|
+277
|
New
|
|
|
1212
|
Raffa Wealth Management
Washington,
District of Columbia
|
$40.5K
|
–
|
–
|
–
|
|
|
1213
|
Apriem Advisors
Irvine,
California
|
$40K
|
–
|
–
|
–
|
|
|
1214
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$38K
|
-$538K
|
-3,867
|
-94%
|
|
|
1215
|
Physicians Financial Services
Raleigh,
North Carolina
|
$38K
|
–
|
–
|
–
|
|
|
1216
|
Tortoise Investment Management
White Plains,
New York
|
$38K
|
+$24.4K
|
+175
|
+199%
|
|
|
1217
|
Tarbox Family Office
Newport Beach,
California
|
$35K
|
–
|
–
|
–
|
|
|
1218
|
Joel Isaacson & Co
New York
|
$33K
|
–
|
–
|
–
|
|
|
1219
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
$33K
|
+$31.5K
|
+226
|
New
|
|
|
1220
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$32K
|
–
|
–
|
–
|
|
|
1221
|
Capstone Investment Advisors
New York
|
$32K
|
+$31.2K
|
+224
|
New
|
|
|
1222
|
Shamrock Asset Management
Dallas,
Texas
|
$31K
|
-$4.46K
|
-32
|
-13%
|
|
|
1223
|
Empirical Finance
Havertown,
Pennsylvania
|
$31K
|
+$29.2K
|
+210
|
New
|
|
|
1224
|
Group One Trading
Chicago,
Illinois
|
$31K
|
+$29.7K
|
+213
|
New
|
|
|
1225
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$31K
|
+$29.8K
|
+214
|
New
|
|
