|
1
|
Albert D. Mason Inc
Boston,
Massachusetts
|
$552K
|
+$41K
|
+4,815
|
+8%
|
|
|
2
|
Rothschild Investment LLC
Chicago,
Illinois
|
$154K
|
–
|
–
|
–
|
|
|
3
|
Formidable Asset Management
Cincinnati,
Ohio
|
$116K
|
+$116K
|
+10,535
|
New
|
|
|
4
|
Gofen & Glossberg
Chicago,
Illinois
|
$114K
|
–
|
–
|
–
|
|
|
5
|
Gibson Wealth Advisors
Tyler,
Texas
|
$27K
|
–
|
–
|
–
|
|
|
6
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$9K
|
–
|
–
|
–
|
|
|
7
|
Horrell Capital Management
Little Rock,
Arkansas
|
$7K
|
–
|
–
|
–
|
|
|
8
|
Westside Investment Management
Santa Monica,
California
|
$3.4K
|
–
|
–
|
–
|
|
|
9
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1.08K
|
-$12.6K
|
-1,475
|
-92%
|
|
|
10
|
West Oak Capital
Westlake Village,
California
|
$1K
|
–
|
–
|
–
|
|
|
11
|
Kennedy Capital Management
St Louis,
Missouri
|
–
|
-$1.35M
|
-117,482
|
Closed
|
|
|
12
|
Empire Life Investments
Toronto,
Ontario, Canada
|
–
|
-$395K
|
-33,577
|
Closed
|
|
|
13
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$130K
|
-11,309
|
Closed
|
|
|
14
|
Tamarack Advisers
Carlsbad,
California
|
–
|
-$86K
|
-7,500
|
Closed
|
|
