|
1801
|
|
$20K
|
-$5.81K
|
1
|
0.01%
|
Reduced
|
|
|
1802
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$20K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1803
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$20K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1804
|
Evolution Wealth Advisors
Aventura,
Florida
|
$18K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1805
|
Column Capital Advisors
Indianapolis,
Indiana
|
$17K
|
-$723
|
3
|
0%
|
Reduced
|
|
|
1806
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$16K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1807
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$16K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1808
|
Accel Wealth Management
Waverly,
Iowa
|
$15K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1809
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$15K
|
-$97.6K
|
2
|
0%
|
Reduced
|
|
|
1810
|
Clearview Wealth Advisors
Salem,
Oregon
|
$15K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1811
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$15K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1812
|
Gables Capital Management
Miami,
Florida
|
$14K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1813
|
Mizuho Securities
Tokyo,
Japan
|
$14K
|
-$227
|
2
|
0%
|
Reduced
|
|
|
1814
|
SOA Wealth Advisors
New York
|
$14K
|
+$455
|
3
|
0%
|
Increased
|
|
|
1815
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$13K
|
+$13.2K
|
1
|
0%
|
New
|
|
|
1816
|
West Branch Capital
Amherst,
Massachusetts
|
$13K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1817
|
Pin Oak Investment Advisors
Houston,
Texas
|
$12K
|
+$13.3K
|
1
|
0.01%
|
New
|
|
|
1818
|
Tradewinds Capital Management
Bellingham,
Washington
|
$12K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1819
|
Smith Group Asset Management
Dallas,
Texas
|
$11K
|
-$4.84K
|
1
|
0%
|
Reduced
|
|
|
1820
|
Clean Yield Group
Norwich,
Vermont
|
$10K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1821
|
Horrell Capital Management
Little Rock,
Arkansas
|
$10K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1822
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$9K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1823
|
Selective Wealth Management
Forest,
Virginia
|
$9K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1824
|
Halpern Financial
Ashburn,
Virginia
|
$8.96K
|
-$4.55K
|
1
|
0%
|
Reduced
|
|
|
1825
|
Carderock Capital Management
Chevy Chase,
Maryland
|
$8K
|
+$7.91K
|
2
|
0%
|
New
|
|