|
801
|
Evercore Wealth Management
New York
|
$212K
|
$0
|
1
|
0%
|
Maintained
|
|
|
802
|
Delta Investment Management
San Francisco,
California
|
$212K
|
+$262K
|
1
|
0.03%
|
New
|
|
|
803
|
|
$209K
|
-$807K
|
1
|
0.01%
|
Reduced
|
|
|
804
|
Alpha Zero
Boca Raton,
Florida
|
$209K
|
+$235K
|
1
|
0.08%
|
New
|
|
|
805
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$209K
|
-$21.3K
|
1
|
0.05%
|
Reduced
|
|
|
806
|
Ancora Advisors
Cleveland,
Ohio
|
$208K
|
-$9.03K
|
1
|
0%
|
Reduced
|
|
|
807
|
Neville Rodie & Shaw
New York
|
$208K
|
-$632K
|
1
|
0.01%
|
Reduced
|
|
|
808
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$207K
|
-$11.9K
|
1
|
0.01%
|
Reduced
|
|
|
809
|
Fidelity International
Hamilton,
Bermuda
|
$205K
|
+$253K
|
1
|
0%
|
New
|
|
|
810
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$204K
|
-$9.21K
|
1
|
0.01%
|
Reduced
|
|
|
811
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$203K
|
-$26.9K
|
1
|
0.03%
|
Reduced
|
|
|
812
|
Essex Financial Services
Essex,
Connecticut
|
$202K
|
-$79.2K
|
1
|
0.01%
|
Reduced
|
|
|
813
|
Sapient Capital
Indianapolis,
Indiana
|
$201K
|
-$16.1K
|
1
|
0%
|
Reduced
|
|
|
814
|
Aprio Wealth Management
Atlanta,
Georgia
|
$200K
|
+$247K
|
1
|
0.01%
|
New
|
|
|
815
|
Focus Financial Network
Minneapolis,
Minnesota
|
$200K
|
+$1.62K
|
1
|
0.01%
|
Increased
|
|
|
816
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$200K
|
+$247K
|
1
|
0.02%
|
New
|
|
|
817
|
Westpac Banking Corp
Sydney,
Australia
|
$200K
|
+$23.3K
|
1
|
0.01%
|
Increased
|
|
|
818
|
Clearstead Advisors
Cleveland,
Ohio
|
$188K
|
+$148K
|
3
|
0%
|
Increased
|
|
|
819
|
|
$187K
|
+$917
|
1
|
0.01%
|
Increased
|
|
|
820
|
American National Bank & Trust
Wichita Falls,
Texas
|
$186K
|
+$154K
|
1
|
0.02%
|
Increased
|
|
|
821
|
C2C Wealth Management
Scottsdale,
Arizona
|
$183K
|
+$68.8K
|
1
|
0.14%
|
Increased
|
|
|
822
|
Axiom Investment Management
New York
|
$179K
|
-$4.51K
|
1
|
0.12%
|
Reduced
|
|
|
823
|
Mediolanum International Funds
Dublin 1,
Ireland
|
$179K
|
-$6.43M
|
1
|
0%
|
Reduced
|
|
|
824
|
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
|
$179K
|
-$31.3K
|
3
|
0.01%
|
Reduced
|
|
|
825
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$173K
|
$0
|
2
|
0.02%
|
Maintained
|
|
