|
501
|
Gary Goldberg Planning Services
Suffern,
New York
|
$18K
|
–
|
–
|
–
|
|
|
502
|
Howe & Rusling
Rochester,
New York
|
$16K
|
–
|
–
|
–
|
|
|
503
|
Waverly Advisors
Birmingham,
Alabama
|
$16K
|
+$6.31K
|
+250
|
+61%
|
|
|
504
|
Regal Investment Advisors
Kentwood,
Michigan
|
$14K
|
-$7.62K
|
-302
|
-34%
|
|
|
505
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$12K
|
–
|
–
|
–
|
|
|
506
|
Community Financial System
Syracuse,
New York
|
$12K
|
–
|
–
|
–
|
|
|
507
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$10K
|
–
|
–
|
–
|
|
|
508
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$10K
|
–
|
–
|
–
|
|
|
509
|
James Investment Research
Alpha,
Ohio
|
$10K
|
+$9.79K
|
+388
|
New
|
|
|
510
|
West Oak Capital
Westlake Village,
California
|
$9.9K
|
–
|
–
|
–
|
|
|
511
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$8.5K
|
+$8.58K
|
+340
|
New
|
|
|
512
|
Haberer Registered Investment Advisor
Cincinnati,
Ohio
|
$8K
|
-$3.38K
|
-134
|
-29%
|
|
|
513
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$8K
|
+$8.07K
|
+320
|
New
|
|
|
514
|
Envestnet Asset Management
Chicago,
Illinois
|
$7K
|
-$64K
|
-2,536
|
-89%
|
|
|
515
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$7K
|
+$7.57K
|
+300
|
New
|
|
|
516
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
517
|
Macroview Investment Management
Bethesda,
Maryland
|
$6K
|
+$6.31K
|
+250
|
New
|
|
|
518
|
Tarbox Family Office
Newport Beach,
California
|
$6K
|
+$6.36K
|
+252
|
New
|
|
|
519
|
Whittier Trust
South Pasadena,
California
|
$5K
|
-$639K
|
-25,350
|
-99%
|
|
|
520
|
Reilly Financial Advisors
La Mesa,
California
|
$5K
|
-$4.69K
|
-186
|
-51%
|
|
|
521
|
Alpha Windward
Westwood,
Massachusetts
|
$5K
|
+$5.25K
|
+208
|
New
|
|
|
522
|
TCI Wealth Advisors
Tucson,
Arizona
|
$4K
|
–
|
–
|
–
|
|
|
523
|
SignatureFD
Atlanta,
Georgia
|
$4K
|
+$2.22K
|
+88
|
+142%
|
|
|
524
|
NuWave Investment Management
Parsippany,
New Jersey
|
$2K
|
+$2.27K
|
+90
|
New
|
|
|
525
|
|
$1K
|
–
|
–
|
–
|
|
