|
501
|
Geneos Wealth Management
Englewood,
Colorado
|
$30K
|
+$323
|
+5
|
+1%
|
|
|
502
|
Brave Asset Management
Summit,
New Jersey
|
$29K
|
+$28.7K
|
+444
|
New
|
|
|
503
|
Pacific Center for Financial Services
San Ramon,
California
|
$23K
|
–
|
–
|
–
|
|
|
504
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$22K
|
-$65.7K
|
-1,016
|
-75%
|
|
|
505
|
M&R Capital Management
Summit,
New Jersey
|
$21K
|
–
|
–
|
–
|
|
|
506
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$20K
|
+$19.4K
|
+300
|
New
|
|
|
507
|
Glassman Wealth Services
Vienna,
Virginia
|
$16K
|
–
|
–
|
–
|
|
|
508
|
WhitTier Trust Company
Reno,
Nevada
|
$15K
|
–
|
–
|
–
|
|
|
509
|
James Investment Research
Alpha,
Ohio
|
$14K
|
–
|
–
|
–
|
|
|
510
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$14K
|
–
|
–
|
–
|
|
|
511
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$13K
|
–
|
–
|
–
|
|
|
512
|
Catamount Wealth Management
Westport,
Connecticut
|
$13K
|
+$12.9K
|
+200
|
New
|
|
|
513
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$11K
|
–
|
–
|
–
|
|
|
514
|
Portfolio Solutions
Royal Oak,
Michigan
|
$11K
|
+$10.5K
|
+162
|
New
|
|
|
515
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$9K
|
-$5.29M
|
-81,870
|
-100%
|
|
|
516
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$9K
|
-$8.92K
|
-138
|
-50%
|
|
|
517
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$8K
|
-$7.75K
|
-120
|
-50%
|
|
|
518
|
SEI Investments
Oaks,
Pennsylvania
|
$7K
|
-$17.2K
|
-266
|
-71%
|
|
|
519
|
Ironwood Financial
Tucson,
Arizona
|
$7K
|
–
|
–
|
–
|
|
|
520
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$7K
|
–
|
–
|
–
|
|
|
521
|
Asset Dedication LLC
San Francisco,
California
|
$7K
|
+$6.53K
|
+101
|
New
|
|
|
522
|
Barnett & Company
Chattanooga,
Tennessee
|
$6K
|
–
|
–
|
–
|
|
|
523
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
524
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$6K
|
+$6.27K
|
+97
|
New
|
|
|
525
|
Tortoise Investment Management
White Plains,
New York
|
$5K
|
–
|
–
|
–
|
|
