|
1951
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$3.27K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1952
|
Credential Qtrade Securities
Vancouver,
|
$3.13K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1953
|
Syntax Research
Boca Raton,
Florida
|
$3.08K
|
+$3.07K
|
1
|
0%
|
New
|
|
|
1954
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$3.08K
|
-$21K
|
1
|
0.01%
|
Reduced
|
|
|
1955
|
Avion Wealth
The Woodlands,
Texas
|
$3K
|
+$1.88K
|
4
|
0%
|
Increased
|
|
|
1956
|
Harvest Fund Management
Beijing,
China
|
$3K
|
-$122K
|
2
|
0%
|
Reduced
|
|
|
1957
|
Front Row Advisors
Tiburon,
California
|
$2.45K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1958
|
Aspire Private Capital
Cornelius,
North Carolina
|
$2.18K
|
-$184
|
1
|
0%
|
Reduced
|
|
|
1959
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$2.04K
|
+$2.03K
|
1
|
0%
|
New
|
|
|
1960
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1961
|
Slocum, Gordon & Co
Newport,
Rhode Island
|
$1.88K
|
+$1.84K
|
1
|
0%
|
New
|
|
|
1962
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$1.7K
|
-$11.4K
|
2
|
0%
|
Reduced
|
|
|
1963
|
Silver Oak Securities
Jackson,
Tennessee
|
$1.68K
|
-$210K
|
1
|
0%
|
Reduced
|
|
|
1964
|
Crewe Advisors
Salt Lake City,
Utah
|
$1.57K
|
-$122K
|
1
|
0%
|
Reduced
|
|
|
1965
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
$1.39K
|
+$1.47K
|
1
|
0%
|
New
|
|
|
1966
|
Clear Investment Research
Alpharetta,
Georgia
|
$1.23K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1967
|
Bollard Group
Boston,
Massachusetts
|
$1K
|
-$2.89M
|
1
|
0%
|
Reduced
|
|
|
1968
|
Iron Horse Wealth Management
Johston,
Iowa
|
$880
|
+$878
|
1
|
0%
|
New
|
|
|
1969
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$871
|
-$9.2K
|
1
|
0%
|
Reduced
|
|
|
1970
|
Retirement Group
San Diego,
California
|
$696
|
-$10.2K
|
1
|
0%
|
Reduced
|
|
|
1971
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$654
|
$0
|
2
|
0%
|
Maintained
|
|
|
1972
|
CGC Financial Services
Lake Oswego,
Oregon
|
$558
|
$0
|
1
|
0%
|
Maintained
|
|
|
1973
|
Tradewinds Capital Management
Bellingham,
Washington
|
$441
|
$0
|
1
|
0%
|
Maintained
|
|
|
1974
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$409
|
-$5.31M
|
1
|
0%
|
Reduced
|
|
|
1975
|
Your Advocates Ltd
Houston,
Texas
|
$231
|
$0
|
1
|
0%
|
Maintained
|
|