|
1301
|
|
$45K
|
$0
|
3
|
0%
|
Maintained
|
|
|
1302
|
Integrated Wealth Counsel
Carmel,
California
|
$40K
|
-$2.34M
|
1
|
0.03%
|
Reduced
|
|
|
1303
|
Tortoise Investment Management
White Plains,
New York
|
$39K
|
+$1.07K
|
1
|
0.02%
|
Increased
|
|
|
1304
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$38K
|
+$177
|
3
|
0.03%
|
Increased
|
|
|
1305
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$38K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
1306
|
SignatureFD
Atlanta,
Georgia
|
$38K
|
+$24.1K
|
5
|
0.01%
|
Increased
|
|
|
1307
|
Stifel Trust
St. Louis,
Missouri
|
$35K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1308
|
Zions Trust National Association
Salt Lake City,
Utah
|
$34K
|
+$31.5K
|
2
|
0.05%
|
Increased
|
|
|
1309
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$33K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1310
|
Valley National Bancorp
New York
|
$31K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1311
|
Vigilant Capital Management
Portland,
Maine
|
$31K
|
-$3.61K
|
1
|
0.01%
|
Reduced
|
|
|
1312
|
Raffa Wealth Management
Washington,
District of Columbia
|
$30.7K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1313
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$30K
|
+$29.2K
|
3
|
0.01%
|
New
|
|
|
1314
|
Apriem Advisors
Irvine,
California
|
$29K
|
-$6.54K
|
1
|
0.01%
|
Reduced
|
|
|
1315
|
|
$28K
|
-$1.85K
|
1
|
0.01%
|
Reduced
|
|
|
1316
|
EFG Asset Management (Americas)
Miami,
Florida
|
$27K
|
-$24.4K
|
1
|
0.02%
|
Reduced
|
|
|
1317
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
$26K
|
+$4.69K
|
1
|
0.08%
|
Increased
|
|
|
1318
|
Barrett Asset Management
New York
|
$21K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1319
|
Lenox Wealth Advisors
New York
|
$21K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1320
|
Private Ocean
San Rafael,
California
|
$21K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1321
|
South Georgia Capital
Naperville,
Illinois
|
$21K
|
+$285
|
1
|
0.02%
|
Increased
|
|
|
1322
|
CKW Financial Group
Honolulu,
Hawaii
|
$20K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1323
|
Reilly Financial Advisors
La Mesa,
California
|
$20K
|
-$17.3K
|
2
|
0%
|
Reduced
|
|
|
1324
|
Ranger International Management
Lake Forest,
Illinois
|
$18K
|
+$17.9K
|
1
|
0%
|
New
|
|
|
1325
|
Tarbox Family Office
Newport Beach,
California
|
$18K
|
-$817
|
4
|
0.02%
|
Reduced
|
|