|
1901
|
First Command Advisory Services
Fort Worth,
Texas
|
$2.05K
|
+$2K
|
1
|
0%
|
New
|
|
|
1902
|
Psagot Value Holdings
Tel Aviv,
Israel
|
$2K
|
+$2.58K
|
5
|
0%
|
New
|
|
|
1903
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$1.95K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1904
|
USA Financial Formulas
Ada,
Michigan
|
$1.89K
|
+$1.83K
|
1
|
0%
|
New
|
|
|
1905
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$1.66K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1906
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$1.56K
|
+$1.53K
|
1
|
0%
|
New
|
|
|
1907
|
SOA Wealth Advisors
New York
|
$1.51K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1908
|
TimeScale Financial
Danvers,
Massachusetts
|
$1.38K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1909
|
TFO Wealth Partners
Maumee,
Ohio
|
$1.38K
|
-$78.2K
|
4
|
0%
|
Reduced
|
|
|
1910
|
Cohanzick Management
Pleasantville,
New York
|
$1.06K
|
+$13.7K
|
1
|
0%
|
New
|
|
|
1911
|
Asset Dedication LLC
San Francisco,
California
|
$1K
|
$0
|
3
|
0%
|
Maintained
|
|
|
1912
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$1K
|
+$2.1K
|
3
|
0%
|
New
|
|
|
1913
|
Cornerstone Management
Duluth,
Georgia
|
$985
|
$0
|
1
|
0%
|
Maintained
|
|
|
1914
|
Longfellow Investment Management
Boston,
Massachusetts
|
$977
|
$0
|
1
|
0%
|
Maintained
|
|
|
1915
|
Bogart Wealth LLC
Mclean,
Virginia
|
$828
|
-$5.39K
|
1
|
0%
|
Reduced
|
|
|
1916
|
Janiczek Wealth Management
Denver,
Colorado
|
$815
|
$0
|
2
|
0%
|
Maintained
|
|
|
1917
|
Delos Wealth Advisors
Dallas,
Texas
|
$703
|
-$1.35K
|
1
|
0%
|
Reduced
|
|
|
1918
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$541
|
$0
|
1
|
0%
|
Maintained
|
|
|
1919
|
IFS Advisors
Overland Park,
Kansas
|
$532
|
$0
|
1
|
0%
|
Maintained
|
|
|
1920
|
WestEnd Advisors
Charlotte,
North Carolina
|
$463
|
-$438
|
0
|
–
|
Closed
|
|
|
1921
|
Kelly Financial Services
Braintree,
Massachusetts
|
$409
|
$0
|
1
|
0%
|
Maintained
|
|
|
1922
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$108
|
$0
|
1
|
0%
|
Maintained
|
|
|
1923
|
9258 Wealth Management
Blue Ash,
Ohio
|
$0
|
-$232K
|
0
|
–
|
Closed
|
|
|
1924
|
Access Financial Services
Minneapolis,
Minnesota
|
$0
|
-$1.27M
|
0
|
–
|
Closed
|
|
|
1925
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$0
|
-$142K
|
0
|
–
|
Closed
|
|