|
2201
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$14K
|
-$201K
|
1
|
0%
|
Reduced
|
|
|
2202
|
Bogart Wealth LLC
Mclean,
Virginia
|
$13K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2203
|
Loeb Partners Corp
New York
|
$13K
|
-$607K
|
1
|
0.27%
|
Reduced
|
|
|
2204
|
One Wealth Advisors
San Francisco,
California
|
$13K
|
+$12.3K
|
1
|
0.01%
|
New
|
|
|
2205
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$12K
|
-$788K
|
2
|
0%
|
Reduced
|
|
|
2206
|
Clean Yield Group
Norwich,
Vermont
|
$10K
|
+$9.65K
|
1
|
0%
|
New
|
|
|
2207
|
Requisite Capital Management
Dallas,
Texas
|
$9K
|
+$9.21K
|
1
|
0%
|
New
|
|
|
2208
|
1 North Wealth Services
Annapolis,
Maryland
|
$8K
|
+$6.99K
|
1
|
0.01%
|
Increased
|
|
|
2209
|
Dorsey Wright & Associates
Pasadena,
California
|
$7K
|
-$283K
|
1
|
0%
|
Reduced
|
|
|
2210
|
New Capital Management
Houston,
Texas
|
$7K
|
+$6.92K
|
1
|
0.02%
|
New
|
|
|
2211
|
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
|
$6K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2212
|
Pacific Center for Financial Services
San Ramon,
California
|
$6K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2213
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$4K
|
+$4.45K
|
1
|
0%
|
New
|
|
|
2214
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2215
|
Smart Portfolios LLC
Seattle,
Washington
|
$3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2216
|
Larson Financial Group
St Louis,
Missouri
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2217
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$2K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2218
|
SRH Advisors
Salina,
Kansas
|
$2K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2219
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2220
|
WealthStone
Columbus,
Ohio
|
$2K
|
+$1.57K
|
1
|
0.07%
|
New
|
|
|
2221
|
Clear Investment Research
Alpharetta,
Georgia
|
$1K
|
$0
|
2
|
0%
|
Maintained
|
|
|
2222
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$1K
|
-$12.6K
|
1
|
0%
|
Reduced
|
|
|
2223
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2224
|
22NW LP
Seattle,
Washington
|
$0
|
-$1.56M
|
0
|
–
|
Closed
|
|
|
2225
|
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
|
$0
|
-$2.44M
|
0
|
–
|
Closed
|
|
