|
1001
|
Tradewinds Capital Management
Bellingham,
Washington
|
$10K
|
–
|
–
|
–
|
|
|
1002
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
1003
|
Tortoise Investment Management
White Plains,
New York
|
$8K
|
-$53.2K
|
-344
|
-87%
|
|
|
1004
|
Cordasco Financial Network
Naples,
Florida
|
$8K
|
–
|
–
|
–
|
|
|
1005
|
Highlander Capital Management
Short Hills,
New Jersey
|
$8K
|
–
|
–
|
–
|
|
|
1006
|
|
$8K
|
–
|
–
|
–
|
|
|
1007
|
Winch Advisory Services
Appleton,
Wisconsin
|
$8K
|
–
|
–
|
–
|
|
|
1008
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$8K
|
+$8.04K
|
+52
|
New
|
|
|
1009
|
Lenox Wealth Advisors
New York
|
$7K
|
-$8.04K
|
-52
|
-54%
|
|
|
1010
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
1011
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$6K
|
-$3.09K
|
-20
|
-33%
|
|
|
1012
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$6K
|
–
|
–
|
–
|
|
|
1013
|
Prelude Capital Management
New York
|
$6K
|
+$6.19K
|
+40
|
New
|
|
|
1014
|
Lazard Asset Management
New York
|
$5K
|
–
|
–
|
–
|
|
|
1015
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$5K
|
–
|
–
|
–
|
|
|
1016
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
1017
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$5K
|
+$5.1K
|
+33
|
New
|
|
|
1018
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$4.26K
|
+$155
|
+1
|
+4%
|
|
|
1019
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$4K
|
–
|
–
|
–
|
|
|
1020
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$3K
|
+$2.17K
|
+14
|
+82%
|
|
|
1021
|
Towle & Co
Denver,
Colorado
|
$3K
|
+$3.09K
|
+20
|
New
|
|
|
1022
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$3K
|
+$3.25K
|
+21
|
New
|
|
|
1023
|
Credential Securities
Vancouver,
|
$1.25K
|
-$498K
|
-3,218
|
-100%
|
|
|
1024
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
1025
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$1K
|
+$928
|
+6
|
New
|
|
