|
1201
|
First National Bank of South Miami
South Miami,
Florida
|
$36K
|
+$47.8K
|
+10,000
|
New
|
|
|
1202
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$35K
|
+$21.4K
|
+4,480
|
+76%
|
|
|
1203
|
Raffa Wealth Management
Washington,
District of Columbia
|
$34.8K
|
+$41.9K
|
+8,760
|
+521%
|
|
|
1204
|
AllSquare Wealth Management
Albany,
New York
|
$34K
|
+$7.66K
|
+1,600
|
+19%
|
|
|
1205
|
Versant Capital Management
Phoenix,
Arizona
|
$33K
|
-$11.5K
|
-2,400
|
-19%
|
|
|
1206
|
Barrett Asset Management
New York
|
$33K
|
–
|
–
|
–
|
|
|
1207
|
Cordasco Financial Network
Naples,
Florida
|
$33K
|
–
|
–
|
–
|
|
|
1208
|
Brown Brothers Harriman & Co
New York
|
$32K
|
-$294K
|
-61,480
|
-87%
|
|
|
1209
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$31K
|
-$47.8K
|
-10,000
|
-52%
|
|
|
1210
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$31K
|
+$44K
|
+9,200
|
New
|
|
|
1211
|
Alera Investment Advisors
Deerfield,
Illinois
|
$30K
|
+$43.2K
|
+9,040
|
New
|
|
|
1212
|
Clarfeld Financial Advisors
Tarrytown,
New York
|
$29K
|
+$42.3K
|
+8,840
|
New
|
|
|
1213
|
Pacer Advisors
Malvern,
Pennsylvania
|
$28K
|
-$11.1M
|
-2,322,680
|
-100%
|
|
|
1214
|
WealthOne
Albany,
New York
|
$28K
|
+$40.2K
|
+8,400
|
New
|
|
|
1215
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$27K
|
-$7.08K
|
-1,480
|
-16%
|
|
|
1216
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$27K
|
–
|
–
|
–
|
|
|
1217
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$27K
|
–
|
–
|
–
|
|
|
1218
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$27K
|
–
|
–
|
–
|
|
|
1219
|
WealthTrust Fairport
Cleveland,
Ohio
|
$27K
|
–
|
–
|
–
|
|
|
1220
|
JCIC Asset Management
Toronto,
Ontario, Canada
|
$27K
|
+$9.19K
|
+1,920
|
+31%
|
|
|
1221
|
TD Capital Management
Memphis,
Tennessee
|
$27K
|
+$38.3K
|
+8,000
|
New
|
|
|
1222
|
Cutler Group
San Francisco,
California
|
$26K
|
-$7.17M
|
-1,498,080
|
-99%
|
|
|
1223
|
Tarbox Family Office
Newport Beach,
California
|
$26K
|
-$10.7K
|
-2,240
|
-22%
|
|
|
1224
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$26K
|
–
|
–
|
–
|
|
|
1225
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$25K
|
-$4.78K
|
-1,000
|
-12%
|
|
