|
1901
|
Integrated Wealth Counsel
Carmel,
California
|
$11K
|
+$11.2K
|
1
|
0.02%
|
New
|
|
|
1902
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$8K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1903
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1904
|
Pathstone Family Office
Englewood,
New Jersey
|
$7K
|
-$5.12K
|
1
|
0.01%
|
Reduced
|
|
|
1905
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$6K
|
-$881
|
1
|
0.01%
|
Reduced
|
|
|
1906
|
Edmond de Rothschild Private Merchant Banking
London,
United Kingdom
|
$6K
|
+$5.46K
|
1
|
0.02%
|
New
|
|
|
1907
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$6K
|
-$834
|
1
|
0%
|
Reduced
|
|
|
1908
|
Cedar Wealth Management
Walnut Creek,
California
|
$5K
|
+$4.91K
|
1
|
0%
|
New
|
|
|
1909
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$5K
|
+$5.41K
|
1
|
0%
|
New
|
|
|
1910
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$4K
|
-$343K
|
2
|
0%
|
Reduced
|
|
|
1911
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$2K
|
+$185
|
1
|
0%
|
Increased
|
|
|
1912
|
Wealthcare Capital Management
Richmond,
Virginia
|
$2K
|
+$834
|
2
|
0%
|
Increased
|
|
|
1913
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$1K
|
+$1.29K
|
1
|
0%
|
New
|
|
|
1914
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1K
|
-$93
|
1
|
0%
|
Reduced
|
|
|
1915
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1916
|
Abacus FCF Advisors
Orlando,
Florida
|
$0
|
-$1.74M
|
0
|
–
|
Closed
|
|
|
1917
|
Advisors Preferred
Rockville,
Maryland
|
$0
|
-$4K
|
0
|
–
|
Closed
|
|
|
1918
|
Amerigo Asset Management
George Town,
Cayman Islands
|
$0
|
-$33.3M
|
0
|
–
|
Closed
|
|
|
1919
|
AMF Tjänstepension
Stockholm,
Sweden
|
$0
|
-$19.4M
|
0
|
–
|
Closed
|
|
|
1920
|
Andalusian Capital Partners
Greenwich,
Connecticut
|
$0
|
-$1.62M
|
0
|
–
|
Closed
|
|
|
1921
|
Ardevora Asset Management
London,
United Kingdom
|
$0
|
-$26.9M
|
0
|
–
|
Closed
|
|
|
1922
|
|
$0
|
-$532K
|
0
|
–
|
Closed
|
|
|
1923
|
Ascend Capital
Orinda,
California
|
$0
|
-$50M
|
0
|
–
|
Closed
|
|
|
1924
|
Benchmark Capital Advisors
New York
|
$0
|
-$821K
|
0
|
–
|
Closed
|
|
|
1925
|
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
$0
|
-$2.86M
|
0
|
–
|
Closed
|
|