|
1901
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$8K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1902
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1903
|
|
$7K
|
+$4.59K
|
1
|
0%
|
Increased
|
|
|
1904
|
Moser Wealth Advisors
Bellevue,
Washington
|
$7K
|
+$5.98K
|
1
|
0.01%
|
New
|
|
|
1905
|
Trust Company
Manhattan,
Kansas
|
$7K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1906
|
Avion Wealth
The Woodlands,
Texas
|
$6K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1907
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$6K
|
+$1.71K
|
1
|
0%
|
Increased
|
|
|
1908
|
Macroview Investment Management
Bethesda,
Maryland
|
$5K
|
+$107
|
1
|
0.01%
|
Increased
|
|
|
1909
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$5K
|
+$4.27K
|
1
|
0%
|
New
|
|
|
1910
|
Winch Advisory Services
Appleton,
Wisconsin
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1911
|
Lee Financial
Dallas,
Texas
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1912
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$3K
|
+$3.1K
|
1
|
0%
|
New
|
|
|
1913
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$3K
|
-$3.2K
|
1
|
0%
|
Reduced
|
|
|
1914
|
Retirement Group
San Diego,
California
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1915
|
SRH Advisors
Salina,
Kansas
|
$3K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1916
|
West Bancorporation
West Des Moines,
Iowa
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1917
|
Kelly Financial Services
Braintree,
Massachusetts
|
$2.88K
|
-$3.1K
|
1
|
0%
|
Reduced
|
|
|
1918
|
Halpern Financial
Ashburn,
Virginia
|
$2.35K
|
-$17.6K
|
1
|
0%
|
Reduced
|
|
|
1919
|
NuWave Investment Management
Parsippany,
New Jersey
|
$2K
|
-$63.9K
|
1
|
0%
|
Reduced
|
|
|
1920
|
Rational Advisors
Huntington,
New York
|
$2K
|
-$2.78K
|
1
|
0%
|
Reduced
|
|
|
1921
|
TimeScale Financial
Danvers,
Massachusetts
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1922
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$2K
|
-$308K
|
1
|
0.04%
|
Reduced
|
|
|
1923
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$0
|
-$218K
|
0
|
–
|
Closed
|
|
|
1924
|
AJO LP
Philadelphia,
Pennsylvania
|
$0
|
-$5.04M
|
0
|
–
|
Closed
|
|
|
1925
|
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
$0
|
-$1.18M
|
0
|
–
|
Closed
|
|