|
1601
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$40K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1602
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$40K
|
-$16.1K
|
1
|
0.01%
|
Reduced
|
|
|
1603
|
AllSquare Wealth Management
Albany,
New York
|
$39K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1604
|
GoalVest Advisory
New York
|
$39K
|
-$45.7K
|
2
|
0.02%
|
Reduced
|
|
|
1605
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$39K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1606
|
Moser Wealth Advisors
Bellevue,
Washington
|
$39K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1607
|
Rational Advisors
Huntington,
New York
|
$39K
|
+$6.93K
|
1
|
0%
|
Increased
|
|
|
1608
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$39K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1609
|
Pacific Center for Financial Services
San Ramon,
California
|
$38K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1610
|
HBW Advisory Services
Simi Valley,
California
|
$37K
|
+$75.1K
|
1
|
0.01%
|
New
|
|
|
1611
|
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
|
$36K
|
+$17.1K
|
2
|
0%
|
Increased
|
|
|
1612
|
Greenhaven Road Investment Management
Greenwich,
Connecticut
|
$34K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1613
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$34K
|
+$35.9K
|
4
|
0.02%
|
New
|
|
|
1614
|
Bartlett & Co
Cincinnati,
Ohio
|
$33K
|
+$4.7K
|
3
|
0%
|
Increased
|
|
|
1615
|
Tompkins Financial
Ithaca,
New York
|
$33K
|
+$34.6K
|
1
|
0.01%
|
New
|
|
|
1616
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$33K
|
+$35.6K
|
2
|
0.03%
|
New
|
|
|
1617
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$33K
|
+$4.7K
|
3
|
0%
|
Increased
|
|
|
1618
|
Tucker Asset Management
Littleton,
Colorado
|
$31.9K
|
+$34.5K
|
1
|
0.01%
|
New
|
|
|
1619
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$31K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1620
|
Marshall & Sullivan
Seattle,
Washington
|
$31K
|
+$33K
|
1
|
0.02%
|
New
|
|
|
1621
|
SNS Financial Group
Minneapolis,
Minnesota
|
$31K
|
-$22.7K
|
1
|
0%
|
Reduced
|
|
|
1622
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$30K
|
+$138
|
1
|
0.01%
|
Increased
|
|
|
1623
|
Rockbridge Investment Management
Syracuse,
New York
|
$29.3K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1624
|
Castle Wealth Management
West Palm Beach,
Florida
|
$29K
|
+$30.6K
|
3
|
0.02%
|
New
|
|
|
1625
|
St. James Investment Advisors
Port Jefferson,
New York
|
$29K
|
-$31.8K
|
1
|
0.06%
|
Reduced
|
|