|
1201
|
Asset Dedication LLC
San Francisco,
California
|
$15K
|
+$8.41K
|
4
|
0%
|
Increased
|
|
|
1202
|
Bray Capital Advisors
Naples,
Florida
|
$15K
|
$0
|
4
|
0%
|
Maintained
|
|
|
1203
|
Family Management
New York
|
$15K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1204
|
Filbrandt Wealth Management
Middleton,
Wisconsin
|
$15K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1205
|
MBE Wealth Management
Tomah,
Wisconsin
|
$15K
|
+$14.6K
|
1
|
0.01%
|
New
|
|
|
1206
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$15K
|
+$14K
|
1
|
0.01%
|
New
|
|
|
1207
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
$14K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1208
|
City Holding Co
Charleston,
West Virginia
|
$14K
|
+$8.33K
|
1
|
0%
|
Increased
|
|
|
1209
|
CVA Family Office
Denver,
Colorado
|
$14K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1210
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$14K
|
+$13.7K
|
1
|
0%
|
New
|
|
|
1211
|
Oakworth Capital
Birmingham,
Alabama
|
$14K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1212
|
Pasadena Private Wealth
Pasadena,
California
|
$14K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1213
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$14K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1214
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$13K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1215
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$13K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1216
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$13K
|
-$6.38K
|
1
|
0%
|
Reduced
|
|
|
1217
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$12K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1218
|
Ranch Capital Advisors
Sarasota,
Florida
|
$12K
|
-$606
|
1
|
0%
|
Reduced
|
|
|
1219
|
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
|
$12K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
1220
|
Tarbox Family Office
Newport Beach,
California
|
$12K
|
$0
|
3
|
0%
|
Maintained
|
|
|
1221
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$11.7K
|
-$80.6K
|
1
|
0%
|
Reduced
|
|
|
1222
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$11K
|
-$75.4K
|
1
|
0%
|
Reduced
|
|
|
1223
|
Caldwell Trust
Venice,
Florida
|
$10.4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1224
|
Ballew Advisors
Jackson,
Mississippi
|
$10K
|
+$10.4K
|
1
|
0.01%
|
New
|
|
|
1225
|
Clearstead Trust
Portland,
Maine
|
$10K
|
+$9.7K
|
1
|
0.01%
|
New
|
|