|
2126
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$150K
|
-$38.4K
|
4
|
0.09%
|
Reduced
|
|
|
2127
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$149K
|
+$155K
|
3
|
0.16%
|
New
|
|
|
2128
|
Nelson Capital Management
Menlo Park,
California
|
$146K
|
-$132K
|
3
|
0.05%
|
Reduced
|
|
|
2129
|
Zions Trust National Association
Salt Lake City,
Utah
|
$136K
|
-$17.1K
|
1
|
0.2%
|
Reduced
|
|
|
2130
|
Financial Management Professionals
Austin,
Texas
|
$135K
|
-$134
|
3
|
0.07%
|
Reduced
|
|
|
2131
|
Tarbox Family Office
Newport Beach,
California
|
$132K
|
-$441
|
6
|
0.12%
|
Reduced
|
|
|
2132
|
|
$132K
|
-$7.81K
|
2
|
0.12%
|
Reduced
|
|
|
2133
|
Oakworth Capital
Birmingham,
Alabama
|
$129K
|
-$3.75K
|
3
|
0.07%
|
Reduced
|
|
|
2134
|
Tortoise Investment Management
White Plains,
New York
|
$127K
|
+$104K
|
5
|
0.05%
|
Increased
|
|
|
2135
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$124K
|
+$1.23K
|
6
|
0.05%
|
Increased
|
|
|
2136
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$122K
|
-$35.3K
|
5
|
0.07%
|
Reduced
|
|
|
2137
|
Spectrum Management Group
Indianapolis,
Indiana
|
$122K
|
+$56.7K
|
4
|
0.05%
|
Increased
|
|
|
2138
|
Dunvegan Associates
Santa Barbara,
California
|
$119K
|
-$541
|
1
|
0.1%
|
Reduced
|
|
|
2139
|
Alpha Windward
Westwood,
Massachusetts
|
$118K
|
+$38.1K
|
3
|
0.08%
|
Increased
|
|
|
2140
|
New York Life Trust
New York
|
$113K
|
-$12.1K
|
1
|
0.45%
|
Reduced
|
|
|
2141
|
Paradigm Asset Management
New York
|
$112K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2142
|
Founders Bank & Trust
Grand Rapids,
Michigan
|
$108K
|
-$336
|
2
|
0.06%
|
Reduced
|
|
|
2143
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$102K
|
+$91.4K
|
4
|
0.08%
|
New
|
|
|
2144
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$98K
|
-$7.75K
|
4
|
0.2%
|
Reduced
|
|
|
2145
|
IKOS CIF
Limassol,
Cyprus
|
$93K
|
-$1.6M
|
1
|
0.16%
|
Reduced
|
|
|
2146
|
Intersect Capital
San Ramon,
California
|
$91K
|
+$83.8K
|
2
|
0.08%
|
New
|
|
|
2147
|
AllSquare Wealth Management
Albany,
New York
|
$84K
|
+$80.4K
|
4
|
0.08%
|
New
|
|
|
2148
|
Efficient Market Advisors
San Diego,
California
|
$79K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
2149
|
Westend Capital Management
Sausalito,
California
|
$79K
|
-$1.21M
|
1
|
0.09%
|
Reduced
|
|
|
2150
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$78K
|
+$80.1K
|
4
|
0.03%
|
New
|
|