|
2101
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$75K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2102
|
New England Asset Management
Farmington,
Connecticut
|
$74K
|
-$116K
|
1
|
0%
|
Reduced
|
|
|
2103
|
Tortoise Investment Management
White Plains,
New York
|
$74K
|
-$103K
|
2
|
0.01%
|
Reduced
|
|
|
2104
|
Matthew Hamilton Rosenberg
|
$72K
|
-$27.2K
|
3
|
0.03%
|
Reduced
|
|
|
2105
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$71K
|
+$630
|
5
|
0.02%
|
Increased
|
|
|
2106
|
Soundmark Wealth Management
Kirkland,
Washington
|
$71K
|
-$109K
|
1
|
0.05%
|
Reduced
|
|
|
2107
|
Arlington Partners
Birmingham,
Alabama
|
$70K
|
+$70.8K
|
5
|
0.02%
|
Increased
|
|
|
2108
|
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
$70K
|
+$71.1K
|
1
|
0.01%
|
New
|
|
|
2109
|
IPG Investment Advisors
San Diego,
California
|
$69K
|
+$20K
|
3
|
0.01%
|
Increased
|
|
|
2110
|
Truvestments Capital
Sarasota,
Florida
|
$69K
|
-$7K
|
8
|
0.03%
|
Reduced
|
|
|
2111
|
Exane Derivatives
Paris,
France
|
$68.9K
|
-$425K
|
7
|
0.02%
|
Reduced
|
|
|
2112
|
Financial Planners of Cleveland
Mayfield Heights,
Ohio
|
$68K
|
+$94.6K
|
1
|
0.03%
|
New
|
|
|
2113
|
AJ Wealth Strategies
New York
|
$65K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2114
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$65K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2115
|
Centerpoint Advisors
Needham,
Massachusetts
|
$63K
|
+$4.2K
|
5
|
0.03%
|
Increased
|
|
|
2116
|
Diligent Investors
Redlands,
California
|
$63K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2117
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$63K
|
-$37K
|
4
|
0%
|
Reduced
|
|
|
2118
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$63K
|
-$64.2K
|
2
|
0%
|
Reduced
|
|
|
2119
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$63K
|
+$63.5K
|
1
|
0.1%
|
New
|
|
|
2120
|
Wellington Shields & Co
New York
|
$63K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2121
|
Center for Financial Planning
Southfied,
Michigan
|
$62K
|
-$52.5K
|
4
|
0.01%
|
Reduced
|
|
|
2122
|
Cordasco Financial Network
Naples,
Florida
|
$61K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2123
|
Pflug Koory
Omaha,
Nebraska
|
$61K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
2124
|
Ravenstone Capital Management
Toronto,
|
$60.6K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
2125
|
Gemmer Asset Management
Walnut Creek,
California
|
$60K
|
-$6.14K
|
2
|
0.01%
|
Reduced
|
|