|
601
|
Tarbox Family Office
Newport Beach,
California
|
$17K
|
–
|
–
|
–
|
|
|
602
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$16K
|
–
|
–
|
–
|
|
|
603
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$16K
|
+$1.1K
|
+78
|
+8%
|
|
|
604
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$16K
|
+$1.38K
|
+98
|
+10%
|
|
|
605
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$16K
|
+$5.63K
|
+400
|
+57%
|
|
|
606
|
Anchor Investment Management
Columbia,
South Carolina
|
$15.1K
|
–
|
–
|
–
|
|
|
607
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$15K
|
–
|
–
|
–
|
|
|
608
|
V Wealth Advisors
Overland Park,
Kansas
|
$15K
|
+$14.1K
|
+1,000
|
New
|
|
|
609
|
Westwood Holdings Group
Dallas,
Texas
|
$15K
|
+$14.1K
|
+1,000
|
New
|
|
|
610
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$13K
|
-$8.45K
|
-600
|
-40%
|
|
|
611
|
Winfield Associates
Cleveland,
Ohio
|
$13K
|
+$2.58K
|
+183
|
+26%
|
|
|
612
|
Global Retirement Partners
San Rafael,
California
|
$12K
|
–
|
–
|
–
|
|
|
613
|
North Star Investment Management
Chicago,
Illinois
|
$12K
|
–
|
–
|
–
|
|
|
614
|
Security National Trust
Wheeling,
West Virginia
|
$11K
|
–
|
–
|
–
|
|
|
615
|
West Paces Advisors
Atlanta,
Georgia
|
$10.4K
|
–
|
–
|
–
|
|
|
616
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$10K
|
–
|
–
|
–
|
|
|
617
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$10K
|
–
|
–
|
–
|
|
|
618
|
Financial Management Professionals
Austin,
Texas
|
$9K
|
–
|
–
|
–
|
|
|
619
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$9K
|
–
|
–
|
–
|
|
|
620
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$8.78K
|
–
|
–
|
–
|
|
|
621
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$8.17K
|
–
|
–
|
–
|
|
|
622
|
D.A. Davidson & Co
Great Falls,
Montana
|
$8K
|
–
|
–
|
–
|
|
|
623
|
First Interstate Bank
Billings,
Montana
|
$8K
|
–
|
–
|
–
|
|
|
624
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
625
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$8K
|
+$1.1K
|
+78
|
+17%
|
|
