|
2501
|
Financial Advantage
Columbia,
Maryland
|
$38K
|
+$40K
|
1
|
0.03%
|
New
|
|
|
2502
|
IPG Investment Advisors
San Diego,
California
|
$37K
|
-$239K
|
1
|
0.01%
|
Reduced
|
|
|
2503
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$35K
|
-$12K
|
2
|
0.03%
|
Reduced
|
|
|
2504
|
Portfolio Solutions
Royal Oak,
Michigan
|
$29K
|
-$167K
|
2
|
0%
|
Reduced
|
|
|
2505
|
Watermark Asset Management
San Ramon,
California
|
$29K
|
+$2.13K
|
4
|
0.01%
|
Increased
|
|
|
2506
|
Regal Wealth Group
Seal Beach,
California
|
$26K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2507
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$25K
|
+$14.9K
|
4
|
0%
|
Increased
|
|
|
2508
|
St. Johns Investment Management
Jacksonville,
Florida
|
$20K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2509
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$19.6K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2510
|
Accuvest Global Advisors
Provo,
Utah
|
$15K
|
-$1.04M
|
3
|
0.01%
|
Reduced
|
|
|
2511
|
Hefty Wealth Partners
Auburn,
Indiana
|
$14K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2512
|
Horrell Capital Management
Little Rock,
Arkansas
|
$14K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
2513
|
Lenox Wealth Advisors
New York
|
$13K
|
-$155K
|
6
|
0%
|
Reduced
|
|
|
2514
|
Fusion Family Wealth
Woodbury,
New York
|
$10K
|
-$12K
|
1
|
0%
|
Reduced
|
|
|
2515
|
Litman Gregory Wealth Management
Larkspur,
California
|
$7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2516
|
Kessler Investment Group
Columbus,
Indiana
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2517
|
Mar Vista Investment Partners
Los Angeles,
California
|
$2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2518
|
SRH Advisors
Salina,
Kansas
|
$2K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2519
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$1K
|
-$596K
|
1
|
0%
|
Reduced
|
|
|
2520
|
12 West Capital Management
New York
|
$0
|
-$1.36M
|
0
|
–
|
Closed
|
|
|
2521
|
Acrospire Investment Management
Chicago,
Illinois
|
$0
|
-$1.66M
|
0
|
–
|
Closed
|
|
|
2522
|
Addison Clark Management
Stamford,
Connecticut
|
$0
|
-$11.9M
|
0
|
–
|
Closed
|
|
|
2523
|
Affinity Wealth Management
Wilmington,
Delaware
|
$0
|
-$226K
|
0
|
–
|
Closed
|
|
|
2524
|
Allstate Corporation
Northbrook,
Illinois
|
$0
|
-$11M
|
0
|
–
|
Closed
|
|
|
2525
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$0
|
-$218K
|
0
|
–
|
Closed
|
|