|
101
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$31K
|
-$7
|
-1
|
-0%
|
|
|
102
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$31K
|
–
|
–
|
–
|
|
|
103
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$27K
|
–
|
–
|
–
|
|
|
104
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$20K
|
–
|
–
|
–
|
|
|
105
|
Hoey Investments
Coatesville,
Pennsylvania
|
$19K
|
+$18.1K
|
+2,775
|
New
|
|
|
106
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$16.5K
|
–
|
–
|
–
|
|
|
107
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16K
|
–
|
–
|
–
|
|
|
108
|
Tortoise Investment Management
White Plains,
New York
|
$16K
|
+$15K
|
+2,300
|
New
|
|
|
109
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$16K
|
+$15.2K
|
+2,321
|
New
|
|
|
110
|
Advisornet Financial
Minnetonka,
Minnesota
|
$14K
|
–
|
–
|
–
|
|
|
111
|
Geneos Wealth Management
Englewood,
Colorado
|
$14K
|
–
|
–
|
–
|
|
|
112
|
Rockefeller Capital Management
New York
|
$14K
|
+$13.1K
|
+2,000
|
New
|
|
|
113
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$10K
|
-$621
|
-95
|
-6%
|
|
|
114
|
Asset Dedication LLC
San Francisco,
California
|
$9K
|
–
|
–
|
–
|
|
|
115
|
Cordasco Financial Network
Naples,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
116
|
Bellevue Asset Management
Bellevue,
Washington
|
$7K
|
+$6.74K
|
+1,031
|
New
|
|
|
117
|
McIlrath & Eck
Arlington,
Washington
|
$6K
|
–
|
–
|
–
|
|
|
118
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
119
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$3K
|
–
|
–
|
–
|
|
|
120
|
FNY Investment Advisers
New York
|
$3K
|
+$2.97K
|
+455
|
New
|
|
|
121
|
PSI Advisors
Tampa,
Florida
|
$3K
|
+$3.72K
|
+569
|
New
|
|
|
122
|
Verus Capital Partners
Scottsdale,
Arizona
|
$2K
|
+$2.25K
|
+345
|
New
|
|
|
123
|
SignatureFD
Atlanta,
Georgia
|
$2K
|
+$2.38K
|
+364
|
New
|
|
|
124
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$657
|
–
|
–
|
–
|
|
|
125
|
1607 Capital Partners
Richmond,
Virginia
|
–
|
-$14.6M
|
-2,281,940
|
Closed
|
|
