|
101
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$25K
|
–
|
–
|
–
|
|
|
102
|
Thompson Davis & Co
Richmond,
Virginia
|
$21K
|
-$12.6K
|
-2,046
|
-36%
|
|
|
103
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$20K
|
–
|
–
|
–
|
|
|
104
|
City Holding Co
Charleston,
West Virginia
|
$19K
|
–
|
–
|
–
|
|
|
105
|
Monroe Bank & Trust
Monroe,
Michigan
|
$18K
|
–
|
–
|
–
|
|
|
106
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$16K
|
–
|
–
|
–
|
|
|
107
|
Centerpoint Advisors
Needham,
Massachusetts
|
$16K
|
–
|
–
|
–
|
|
|
108
|
Covington Capital Management
Los Angeles,
California
|
$14K
|
+$345
|
+56
|
+2%
|
|
|
109
|
SEI Investments
Oaks,
Pennsylvania
|
$14K
|
+$1.92K
|
+311
|
+15%
|
|
|
110
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$12K
|
+$12.6K
|
+2,046
|
New
|
|
|
111
|
Private Capital Group
West Hartford,
Connecticut
|
$11K
|
+$4.25K
|
+689
|
+56%
|
|
|
112
|
North Star Investment Management
Chicago,
Illinois
|
$10K
|
–
|
–
|
–
|
|
|
113
|
American Portfolios Advisors
Holbrook,
New York
|
$9.63K
|
–
|
–
|
–
|
|
|
114
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$6K
|
–
|
–
|
–
|
|
|
115
|
M&R Capital Management
Summit,
New Jersey
|
$6K
|
–
|
–
|
–
|
|
|
116
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$6K
|
+$6.24K
|
+1,013
|
New
|
|
|
117
|
Financial Gravity Companies
Lakeway,
Texas
|
$6K
|
+$6.24K
|
+1,013
|
New
|
|
|
118
|
Gemmer Asset Management
Walnut Creek,
California
|
$5K
|
–
|
–
|
–
|
|
|
119
|
Red Cedar Capital
Omaha,
Nebraska
|
$5K
|
–
|
–
|
–
|
|
|
120
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.52K
|
–
|
–
|
–
|
|
|
121
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$3K
|
+$3.4K
|
+551
|
New
|
|
|
122
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$2K
|
+$62
|
+10
|
+3%
|
|
|
123
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$1K
|
+$1.2K
|
+195
|
New
|
|
|
124
|
OTA Financial Group
Purchase,
New York
|
–
|
-$5.29M
|
-875,073
|
Closed
|
|
|
125
|
IFC Holdings
Tampa,
Florida
|
–
|
-$3.88M
|
-641,546
|
Closed
|
|
