|
1201
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$25K
|
+$19.8K
|
2
|
0%
|
Increased
|
|
|
1202
|
Palladium Partners
Norfolk,
Virginia
|
$25K
|
+$13.7K
|
1
|
0%
|
Increased
|
|
|
1203
|
Gemmer Asset Management
Walnut Creek,
California
|
$24K
|
-$440
|
3
|
0.01%
|
Reduced
|
|
|
1204
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$24K
|
+$27.9K
|
4
|
0.01%
|
New
|
|
|
1205
|
Stanford Investment Group
Mountain View,
California
|
$24K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1206
|
Glassman Wealth Services
Vienna,
Virginia
|
$23K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1207
|
Cordasco Financial Network
Naples,
Florida
|
$20K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1208
|
Edge Wealth Management
New York
|
$20K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1209
|
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
|
$20K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
1210
|
Tortoise Investment Management
White Plains,
New York
|
$20K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1211
|
Winfield Associates
Cleveland,
Ohio
|
$20K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1212
|
AllSquare Wealth Management
Albany,
New York
|
$18K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1213
|
Financial Management Professionals
Austin,
Texas
|
$18K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1214
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$18K
|
$0
|
4
|
0.01%
|
Maintained
|
|
|
1215
|
Reilly Financial Advisors
La Mesa,
California
|
$18K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1216
|
Tarbox Family Office
Newport Beach,
California
|
$18K
|
-$1K
|
3
|
0.01%
|
Reduced
|
|
|
1217
|
Thompson Davis & Co
Richmond,
Virginia
|
$18K
|
-$20.6K
|
2
|
0.03%
|
Reduced
|
|
|
1218
|
Avior Wealth Management
Omaha,
Nebraska
|
$17K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1219
|
Bollard Group
Boston,
Massachusetts
|
$17K
|
+$93
|
1
|
0%
|
Increased
|
|
|
1220
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$17K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1221
|
Asset Dedication LLC
San Francisco,
California
|
$16K
|
-$1K
|
2
|
0.01%
|
Reduced
|
|
|
1222
|
Shamrock Asset Management
Dallas,
Texas
|
$16K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1223
|
D'Orazio & Associates
Falls Church,
Virginia
|
$15K
|
+$14.7K
|
1
|
0.01%
|
New
|
|
|
1224
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$15K
|
+$14.9K
|
1
|
0.01%
|
New
|
|
|
1225
|
Mitsubishi UFJ Securities
Tokyo,
Japan
|
$15K
|
-$80.2K
|
2
|
0.03%
|
Reduced
|
|