|
1501
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$22K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1502
|
Lenox Wealth Advisors
New York
|
$21K
|
-$4K
|
1
|
0.01%
|
Reduced
|
|
|
1503
|
Private Ocean
San Rafael,
California
|
$21K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1504
|
TD Securities (USA)
New York
|
$21K
|
+$313
|
4
|
0.19%
|
Increased
|
|
|
1505
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$19K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
1506
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$18K
|
+$16.2K
|
2
|
0.01%
|
New
|
|
|
1507
|
MCF Advisors
Covington,
Kentucky
|
$18K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1508
|
Edmond de Rothschild (Suisse)
Geneva,
Switzerland
|
$17K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1509
|
Winch Advisory Services
Appleton,
Wisconsin
|
$16K
|
+$97
|
1
|
0.03%
|
Increased
|
|
|
1510
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$15K
|
-$2.2K
|
1
|
0.01%
|
Reduced
|
|
|
1511
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$13K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1512
|
Reilly Financial Advisors
La Mesa,
California
|
$13K
|
-$1.41K
|
2
|
0%
|
Reduced
|
|
|
1513
|
Hefty Wealth Partners
Auburn,
Indiana
|
$11K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1514
|
Kings Point Capital Management
Great Neck,
New York
|
$11K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1515
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$11K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1516
|
Perigon Wealth Management
San Francisco,
California
|
$11K
|
+$9.96K
|
1
|
0%
|
New
|
|
|
1517
|
Piershale Financial Group
Barrington,
Illinois
|
$11K
|
+$9.92K
|
1
|
0.01%
|
New
|
|
|
1518
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$10K
|
-$250K
|
1
|
0%
|
Reduced
|
|
|
1519
|
LBA Wealth Management
Jacksonville,
Florida
|
$7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1520
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$7K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1521
|
Regal Wealth Group
Seal Beach,
California
|
$7K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1522
|
Tanaka Capital Management
New York
|
$6K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1523
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1524
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1525
|
Balentine LLC
Atlanta,
Georgia
|
$3K
|
+$2.81K
|
1
|
0%
|
New
|
|