|
501
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$45K
|
–
|
–
|
–
|
|
|
502
|
Reilly Financial Advisors
La Mesa,
California
|
$42K
|
–
|
–
|
–
|
|
|
503
|
Shamrock Asset Management
Dallas,
Texas
|
$38K
|
–
|
–
|
–
|
|
|
504
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$34K
|
–
|
–
|
–
|
|
|
505
|
|
$33K
|
+$34.5K
|
+288
|
New
|
|
|
506
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$32K
|
-$8.14K
|
-68
|
-20%
|
|
|
507
|
First Bank & Trust
Brookings,
South Dakota
|
$30K
|
-$23.7K
|
-198
|
-43%
|
|
|
508
|
Brown Brothers Harriman & Co
New York
|
$30K
|
–
|
–
|
–
|
|
|
509
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$29K
|
-$1.29M
|
-10,787
|
-98%
|
|
|
510
|
Guardian Life Insurance
New York
|
$29K
|
+$5.03K
|
+42
|
+20%
|
|
|
511
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$28K
|
+$23.6K
|
+197
|
+386%
|
|
|
512
|
Bray Capital Advisors
Naples,
Florida
|
$27K
|
+$7.18K
|
+60
|
+33%
|
|
|
513
|
Kaizen Advisory
Wheaton,
Illinois
|
$27K
|
+$17.4K
|
+145
|
+154%
|
|
|
514
|
Proficio Capital Partners
Newton,
Massachusetts
|
$26K
|
-$1.2K
|
-10
|
-4%
|
|
|
515
|
Nelson Capital Management
Menlo Park,
California
|
$25K
|
–
|
–
|
–
|
|
|
516
|
Creative Financial Designs
Kokomo,
Indiana
|
$23K
|
+$20.6K
|
+172
|
+593%
|
|
|
517
|
First Personal Financial Services
Charlotte,
North Carolina
|
$21K
|
-$15K
|
-125
|
-40%
|
|
|
518
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$21K
|
–
|
–
|
–
|
|
|
519
|
Advisornet Financial
Minnetonka,
Minnesota
|
$20K
|
–
|
–
|
–
|
|
|
520
|
Citizens Financial Group
Providence,
Rhode Island
|
$20K
|
–
|
–
|
–
|
|
|
521
|
Valeo Financial Advisors
Carmel,
Indiana
|
$20K
|
–
|
–
|
–
|
|
|
522
|
Community Bank
Dewitt,
New York
|
$19K
|
–
|
–
|
–
|
|
|
523
|
Global Retirement Partners
San Rafael,
California
|
$18K
|
-$4.55K
|
-38
|
-19%
|
|
|
524
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$18K
|
–
|
–
|
–
|
|
|
525
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$18K
|
–
|
–
|
–
|
|
