|
1301
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$33K
|
-$4.11K
|
0
|
–
|
Closed
|
|
|
1302
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$32K
|
-$7.36K
|
2
|
0.02%
|
Reduced
|
|
|
1303
|
Crosspoint Capital Strategies
Orinda,
California
|
$32K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1304
|
Stanford Investment Group
Mountain View,
California
|
$31K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1305
|
MV Capital Management
Bethesda,
Maryland
|
$30K
|
+$27.9K
|
1
|
0.01%
|
Increased
|
|
|
1306
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$29K
|
-$228
|
1
|
0.01%
|
Reduced
|
|
|
1307
|
Community Financial Services Group
Newport,
Vermont
|
$27K
|
-$5.4K
|
2
|
0.01%
|
Reduced
|
|
|
1308
|
Brookstone Capital Management
Wheaton,
Illinois
|
$26K
|
+$27.3K
|
4
|
0%
|
New
|
|
|
1309
|
Gemmer Asset Management
Walnut Creek,
California
|
$25K
|
-$590
|
3
|
0.02%
|
Reduced
|
|
|
1310
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$24K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1311
|
Exane Derivatives
Paris,
France
|
$23.1K
|
$0
|
4
|
0%
|
Maintained
|
|
|
1312
|
Monroe Bank & Trust
Monroe,
Michigan
|
$23K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1313
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$23K
|
-$93K
|
2
|
0%
|
Reduced
|
|
|
1314
|
Vigilant Capital Management
Portland,
Maine
|
$23K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1315
|
Stevens First Principles Investment Advisors
Newport Beach,
California
|
$22K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1316
|
Cordasco Financial Network
Naples,
Florida
|
$21K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1317
|
Formidable Asset Management
Cincinnati,
Ohio
|
$20K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1318
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$20K
|
+$13.5K
|
2
|
0.01%
|
Increased
|
|
|
1319
|
West Oak Capital
Westlake Village,
California
|
$20K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1320
|
Arrow Financial
Glens Falls,
New York
|
$18K
|
-$1.81K
|
3
|
0%
|
Reduced
|
|
|
1321
|
CenturyLink Investment Management
Denver,
Colorado
|
$17K
|
-$103K
|
1
|
0.01%
|
Reduced
|
|
|
1322
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$16K
|
+$16.6K
|
1
|
0.02%
|
New
|
|
|
1323
|
Bollard Group
Boston,
Massachusetts
|
$14K
|
-$22.9K
|
1
|
0%
|
Reduced
|
|
|
1324
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$14K
|
-$10.4K
|
1
|
0.09%
|
Reduced
|
|
|
1325
|
Tarbox Family Office
Newport Beach,
California
|
$14K
|
$0
|
3
|
0.01%
|
Maintained
|
|