|
1601
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$13K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1602
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$12K
|
+$11.6K
|
2
|
0.01%
|
New
|
|
|
1603
|
Herndon Capital Management
Atlanta,
Georgia
|
$11K
|
-$7.93K
|
1
|
0%
|
Reduced
|
|
|
1604
|
Atwood & Palmer
Kansas City,
Missouri
|
$10K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1605
|
Hefty Wealth Partners
Auburn,
Indiana
|
$10K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1606
|
Kings Point Capital Management
Great Neck,
New York
|
$10K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1607
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$9K
|
+$9.13K
|
2
|
0%
|
New
|
|
|
1608
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$9K
|
-$6.64K
|
2
|
0%
|
Reduced
|
|
|
1609
|
Solaris Asset Management
New York
|
$9K
|
-$69.8K
|
1
|
0.01%
|
Reduced
|
|
|
1610
|
Regal Wealth Group
Seal Beach,
California
|
$8K
|
-$49.9K
|
2
|
0.01%
|
Reduced
|
|
|
1611
|
Portfolio Strategies (Washington)
Tacoma,
Washington
|
$7K
|
+$6.62K
|
1
|
0.01%
|
New
|
|
|
1612
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$7K
|
+$6.21K
|
2
|
0%
|
Increased
|
|
|
1613
|
City Holding Co
Charleston,
West Virginia
|
$6K
|
+$3.09K
|
2
|
0%
|
Increased
|
|
|
1614
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1615
|
Tanaka Capital Management
New York
|
$5K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1616
|
Winslow Capital Management
Minneapolis,
Minnesota
|
$5K
|
-$302M
|
1
|
0%
|
Reduced
|
|
|
1617
|
Blume Capital Management
Berkeley,
California
|
$4K
|
+$2.69K
|
1
|
0%
|
Increased
|
|
|
1618
|
Financial Management Professionals
Austin,
Texas
|
$4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1619
|
D. Scott Neal
Lexington,
Kentucky
|
$3K
|
-$2K
|
1
|
0%
|
Reduced
|
|
|
1620
|
New Capital Management
Houston,
Texas
|
$3K
|
+$3.31K
|
1
|
0%
|
New
|
|
|
1621
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1622
|
Asset Dedication LLC
San Francisco,
California
|
$2K
|
+$2.4K
|
1
|
0%
|
New
|
|
|
1623
|
Glassman Wealth Services
Vienna,
Virginia
|
$2K
|
-$69.7K
|
1
|
0%
|
Reduced
|
|
|
1624
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1625
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1K
|
-$191
|
1
|
0%
|
Reduced
|
|