|
1401
|
|
$75K
|
-$539K
|
-24,591
|
-88%
|
|
|
1402
|
D. Scott Neal
Lexington,
Kentucky
|
$73K
|
–
|
–
|
–
|
|
|
1403
|
Nelson Capital Management
Menlo Park,
California
|
$73K
|
–
|
–
|
–
|
|
|
1404
|
New York Life Trust
New York
|
$72K
|
-$180K
|
-8,205
|
-72%
|
|
|
1405
|
West Oak Capital
Westlake Village,
California
|
$65.1K
|
–
|
–
|
–
|
|
|
1406
|
Daiwa SB Investments
Tokyo,
Japan
|
$60K
|
-$581K
|
-26,490
|
-91%
|
|
|
1407
|
Financial Management Professionals
Austin,
Texas
|
$60K
|
–
|
–
|
–
|
|
|
1408
|
Global X Management Company
New York
|
$57K
|
+$33.1K
|
+1,509
|
+152%
|
|
|
1409
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$52.8K
|
+$4.67K
|
+213
|
+10%
|
|
|
1410
|
|
$51K
|
–
|
–
|
–
|
|
|
1411
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$51K
|
+$6.58K
|
+300
|
+15%
|
|
|
1412
|
Acrospire Investment Management
Chicago,
Illinois
|
$48K
|
+$46K
|
+2,100
|
New
|
|
|
1413
|
Highlander Capital Management
Short Hills,
New Jersey
|
$47K
|
–
|
–
|
–
|
|
|
1414
|
Edmond de Rothschild (Europe)
Luxembourg
|
$47K
|
+$44.7K
|
+2,040
|
New
|
|
|
1415
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$46K
|
+$42.1K
|
+1,920
|
+2,133%
|
|
|
1416
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$45K
|
+$42.8K
|
+1,950
|
New
|
|
|
1417
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$43K
|
–
|
–
|
–
|
|
|
1418
|
Thompson Davis & Co
Richmond,
Virginia
|
$41K
|
-$59.2K
|
-2,700
|
-60%
|
|
|
1419
|
Grove Bank & Trust
Miami,
Florida
|
$41K
|
–
|
–
|
–
|
|
|
1420
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$40K
|
–
|
–
|
–
|
|
|
1421
|
Alerus Investment Advisors
Wayzata,
Minnesota
|
$39K
|
–
|
–
|
–
|
|
|
1422
|
Avior Wealth Management
Omaha,
Nebraska
|
$39K
|
+$4.08K
|
+186
|
+12%
|
|
|
1423
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$39K
|
+$37.6K
|
+1,713
|
New
|
|
|
1424
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$36K
|
+$14.2K
|
+648
|
+70%
|
|
|
1425
|
Tarbox Family Office
Newport Beach,
California
|
$35K
|
-$789
|
-36
|
-2%
|
|
