|
1701
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$45K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
1702
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$45K
|
+$43.1K
|
1
|
0.03%
|
New
|
|
|
1703
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$45K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
1704
|
SRH Advisors
Salina,
Kansas
|
$45K
|
$0
|
2
|
0.23%
|
Maintained
|
|
|
1705
|
Glassman Wealth Services
Vienna,
Virginia
|
$37K
|
+$29.5K
|
2
|
0.03%
|
Increased
|
|
|
1706
|
Pathstone Family Office
Englewood,
New Jersey
|
$37K
|
-$10.9K
|
2
|
0.04%
|
Reduced
|
|
|
1707
|
Winch Advisory Services
Appleton,
Wisconsin
|
$36K
|
-$21.8K
|
2
|
0.03%
|
Reduced
|
|
|
1708
|
Integral Derivatives
New York
|
$34K
|
-$982K
|
1
|
0%
|
Reduced
|
|
|
1709
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$34K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1710
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$32K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1711
|
Private Ocean
San Rafael,
California
|
$32K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1712
|
Armbruster Capital Management
Pittsford,
New York
|
$31K
|
-$43K
|
1
|
0.02%
|
Reduced
|
|
|
1713
|
Vigilant Capital Management
Portland,
Maine
|
$29K
|
-$16K
|
2
|
0.01%
|
Reduced
|
|
|
1714
|
Stanford Investment Group
Mountain View,
California
|
$25K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1715
|
J. Safra Asset Management
New York
|
$24K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1716
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$23K
|
+$21.8K
|
1
|
0.01%
|
New
|
|
|
1717
|
Hefty Wealth Partners
Auburn,
Indiana
|
$23K
|
+$18.8K
|
1
|
0.02%
|
Increased
|
|
|
1718
|
Parasol Investment Management
Westmont,
Illinois
|
$22K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1719
|
Balentine LLC
Atlanta,
Georgia
|
$21K
|
-$178K
|
2
|
0%
|
Reduced
|
|
|
1720
|
Elite Wealth Management
Kirkland,
Washington
|
$21K
|
+$21.1K
|
1
|
0.03%
|
New
|
|
|
1721
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$20K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1722
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$18K
|
+$17.4K
|
2
|
0.01%
|
New
|
|
|
1723
|
Edmond de Rothschild (Monaco)
Monaco
|
$17K
|
+$16.2K
|
1
|
0.01%
|
New
|
|
|
1724
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$17K
|
+$14.9K
|
2
|
0%
|
New
|
|
|
1725
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$17K
|
-$12K
|
2
|
0.01%
|
Reduced
|
|