|
501
|
West Oak Capital
Westlake Village,
California
|
$15.5K
|
–
|
–
|
–
|
|
|
502
|
Archford Capital Strategies
Swansea,
Illinois
|
$12K
|
–
|
–
|
–
|
|
|
503
|
First Personal Financial Services
Charlotte,
North Carolina
|
$12K
|
+$11.9K
|
+586
|
New
|
|
|
504
|
Lehman Financial Resources
Media,
Pennsylvania
|
$12K
|
+$12.2K
|
+600
|
New
|
|
|
505
|
Tortoise Investment Management
White Plains,
New York
|
$9K
|
+$8.56K
|
+422
|
New
|
|
|
506
|
Apriem Advisors
Irvine,
California
|
$8K
|
+$4.05K
|
+200
|
+100%
|
|
|
507
|
|
$7K
|
–
|
–
|
–
|
|
|
508
|
Community Financial Services Group
Newport,
Vermont
|
$6K
|
+$5.68K
|
+280
|
New
|
|
|
509
|
Wealthfront
Palo Alto,
California
|
$5K
|
-$2.88K
|
-142
|
-38%
|
|
|
510
|
Bessemer Group
Woodbridge,
New Jersey
|
$5K
|
–
|
–
|
–
|
|
|
511
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
512
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$4K
|
-$391K
|
-19,276
|
-99%
|
|
|
513
|
Alexandria Capital
Arlington,
Virginia
|
$4K
|
+$41
|
+2
|
+1%
|
|
|
514
|
WealthTrust Fairport
Cleveland,
Ohio
|
$4K
|
+$3.69K
|
+182
|
New
|
|
|
515
|
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
|
$4K
|
+$3.73K
|
+184
|
New
|
|
|
516
|
Blume Capital Management
Berkeley,
California
|
$4K
|
+$4.05K
|
+200
|
New
|
|
|
517
|
Macroview Investment Management
Bethesda,
Maryland
|
$3K
|
–
|
–
|
–
|
|
|
518
|
Perkins Coie Trust Company
Seattle,
Washington
|
$3K
|
–
|
–
|
–
|
|
|
519
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$3K
|
+$2.68K
|
+132
|
New
|
|
|
520
|
US Financial Advisors
Braintree,
Massachusetts
|
$3K
|
+$2.68K
|
+132
|
New
|
|
|
521
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$3K
|
+$3.08K
|
+152
|
New
|
|
|
522
|
Rafferty Asset Management
New York
|
–
|
-$35.9M
|
-1,800,000
|
Closed
|
|
|
523
|
Moore Capital Management
New York
|
–
|
-$26.4M
|
-1,322,000
|
Closed
|
|
|
524
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
–
|
-$15.4M
|
-771,118
|
Closed
|
|
|
525
|
ALPS Advisors
Denver,
Colorado
|
–
|
-$14.9M
|
-748,766
|
Closed
|
|
