|
3501
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$65K
|
+$71.4K
|
2
|
0.06%
|
New
|
|
|
3502
|
Surevest
Los Angeles,
California
|
$64K
|
-$28.9K
|
10
|
0.02%
|
Reduced
|
|
|
3503
|
Twin Lakes Capital Management
Redwood Shores,
California
|
$62K
|
+$42.9K
|
5
|
0.05%
|
Increased
|
|
|
3504
|
Westside Investment Management
Santa Monica,
California
|
$60.7K
|
+$363K
|
8
|
0.15%
|
Increased
|
|
|
3505
|
AlphaCore Capital
La Jolla,
California
|
$59K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
3506
|
Empire Life Investments
Toronto,
Ontario, Canada
|
$57K
|
$0
|
1
|
0%
|
Maintained
|
|
|
3507
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$54K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
3508
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$53K
|
+$24.4K
|
2
|
0.01%
|
Increased
|
|
|
3509
|
Halpern Financial
Ashburn,
Virginia
|
$52.7K
|
-$6.98K
|
1
|
0.02%
|
Reduced
|
|
|
3510
|
Private Ocean
San Rafael,
California
|
$51K
|
+$1.35K
|
4
|
0.01%
|
Increased
|
|
|
3511
|
PACK Private Wealth
Wayzata,
Minnesota
|
$50K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
3512
|
Estate Counselors
Thiensville,
Wisconsin
|
$49K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
3513
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$49K
|
+$39.5K
|
8
|
0.01%
|
Increased
|
|
|
3514
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$44K
|
+$17K
|
4
|
0.03%
|
Increased
|
|
|
3515
|
Milestone Wealth
Buffalo,
New York
|
$44K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
3516
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$44K
|
-$30K
|
4
|
0.11%
|
Reduced
|
|
|
3517
|
Denali Advisors
San Diego,
California
|
$43K
|
+$579
|
2
|
0.02%
|
Increased
|
|
|
3518
|
Newfoundland Capital Management
Sao Paulo,
Brazil
|
$43K
|
+$49.4K
|
1
|
0.01%
|
New
|
|
|
3519
|
Clear Investment Research
Alpharetta,
Georgia
|
$42K
|
+$44K
|
3
|
0.09%
|
Increased
|
|
|
3520
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$42K
|
+$43.3K
|
2
|
0.03%
|
New
|
|
|
3521
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$41K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
3522
|
Perkins Coie Trust Company
Seattle,
Washington
|
$40K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
3523
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$39K
|
$0
|
3
|
0.52%
|
Maintained
|
|
|
3524
|
Prism Advisors
Studio City,
California
|
$39K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
3525
|
Iron Horse Wealth Management
Johston,
Iowa
|
$38K
|
-$171K
|
3
|
0.05%
|
Reduced
|
|