|
1001
|
Lenox Wealth Advisors
New York
|
$55K
|
–
|
–
|
–
|
|
|
1002
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$55K
|
+$59.8K
|
+1,000
|
New
|
|
|
1003
|
Tarbox Family Office
Newport Beach,
California
|
$54K
|
–
|
–
|
–
|
|
|
1004
|
Focused Wealth Management
Newburgh,
New York
|
$54K
|
+$7.05K
|
+118
|
+14%
|
|
|
1005
|
Bruderman Asset Management
Locust Valley,
New York
|
$53K
|
-$1.96M
|
-32,846
|
-97%
|
|
|
1006
|
Washington Trust Bank
Spokane,
Washington
|
$53K
|
-$91.1K
|
-1,525
|
-61%
|
|
|
1007
|
Cribstone Capital Management
Augusta,
Maine
|
$51K
|
+$17.9K
|
+300
|
+49%
|
|
|
1008
|
ClearBridge Investments
New York
|
$48K
|
-$14.2M
|
-237,132
|
-100%
|
|
|
1009
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$48K
|
+$51.5K
|
+862
|
New
|
|
|
1010
|
Silvant Capital Management
Atlanta,
Georgia
|
$46K
|
+$23.6K
|
+395
|
+91%
|
|
|
1011
|
YorkBridge Wealth Partners
New York
|
$45K
|
–
|
–
|
–
|
|
|
1012
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$43K
|
–
|
–
|
–
|
|
|
1013
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$42K
|
–
|
–
|
–
|
|
|
1014
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$41K
|
–
|
–
|
–
|
|
|
1015
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$40K
|
-$16.7K
|
-280
|
-27%
|
|
|
1016
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$40K
|
–
|
–
|
–
|
|
|
1017
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$40K
|
–
|
–
|
–
|
|
|
1018
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$40K
|
+$21.5K
|
+360
|
+100%
|
|
|
1019
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$39.2K
|
–
|
–
|
–
|
|
|
1020
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$39K
|
-$524K
|
-8,768
|
-92%
|
|
|
1021
|
Field & Main Bank
Henderson,
Kentucky
|
$39K
|
–
|
–
|
–
|
|
|
1022
|
Archford Capital Strategies
Swansea,
Illinois
|
$38K
|
-$9.08K
|
-152
|
-18%
|
|
|
1023
|
Versant Capital Management
Phoenix,
Arizona
|
$37K
|
-$2.21K
|
-37
|
-5%
|
|
|
1024
|
Cable Hill Partners
Portland,
Oregon
|
$37K
|
–
|
–
|
–
|
|
|
1025
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$34K
|
-$59.8K
|
-1,000
|
-62%
|
|
