|
1001
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$30K
|
–
|
–
|
–
|
|
|
1002
|
WestHill Financial Advisors
San Rafael,
California
|
$30K
|
–
|
–
|
–
|
|
|
1003
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$29K
|
–
|
–
|
–
|
|
|
1004
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$29K
|
-$29.5K
|
-200
|
-49%
|
|
|
1005
|
Focused Wealth Management
Newburgh,
New York
|
$29K
|
–
|
–
|
–
|
|
|
1006
|
Duncker Streett & Co
St. Louis,
Missouri
|
$27K
|
–
|
–
|
–
|
|
|
1007
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$27K
|
–
|
–
|
–
|
|
|
1008
|
Strategic Asset Management
Rochester,
Minnesota
|
$27K
|
–
|
–
|
–
|
|
|
1009
|
Macroview Investment Management
Bethesda,
Maryland
|
$25K
|
+$148
|
+1
|
+0.5%
|
|
|
1010
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$25K
|
+$27K
|
+183
|
New
|
|
|
1011
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$24K
|
–
|
–
|
–
|
|
|
1012
|
CVA Family Office
Denver,
Colorado
|
$23K
|
–
|
–
|
–
|
|
|
1013
|
Oakworth Capital
Birmingham,
Alabama
|
$23K
|
–
|
–
|
–
|
|
|
1014
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$23K
|
–
|
–
|
–
|
|
|
1015
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$20K
|
–
|
–
|
–
|
|
|
1016
|
West Paces Advisors
Atlanta,
Georgia
|
$18.6K
|
+$19.9K
|
+135
|
New
|
|
|
1017
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$18K
|
–
|
–
|
–
|
|
|
1018
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$17K
|
–
|
–
|
–
|
|
|
1019
|
Versant Capital Management
Phoenix,
Arizona
|
$17K
|
+$18.2K
|
+123
|
New
|
|
|
1020
|
Quintet Private Bank (Europe)
Luxembourg
|
$16.1K
|
+$21.8K
|
+148
|
New
|
|
|
1021
|
Mach-1 Financial Group
Rogers,
Arkansas
|
$15K
|
–
|
–
|
–
|
|
|
1022
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$15K
|
+$15.8K
|
+107
|
New
|
|
|
1023
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$14K
|
-$175K
|
-1,186
|
-92%
|
|
|
1024
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$14K
|
-$295
|
-2
|
-2%
|
|
|
1025
|
Covestor
London,
United Kingdom
|
$14K
|
+$5.31K
|
+36
|
+57%
|
|
