|
1201
|
Private Trust Company
Cleveland,
Ohio
|
$151K
|
-$6.29K
|
3
|
0.01%
|
Reduced
|
|
|
1202
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$151K
|
+$157K
|
1
|
0.01%
|
New
|
|
|
1203
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$151K
|
-$85.8K
|
1
|
0.05%
|
Reduced
|
|
|
1204
|
Principle Wealth Partners
Madison,
Connecticut
|
$150K
|
+$33.8K
|
1
|
0.01%
|
Increased
|
|
|
1205
|
Copia Wealth Management
Bend,
Oregon
|
$150K
|
+$16.5K
|
2
|
0.09%
|
Increased
|
|
|
1206
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$149K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1207
|
Gabelli & Co Investment Advisers
Rye,
New York
|
$142K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1208
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$142K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1209
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$142K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1210
|
RMG Wealth Management
Platteville,
Wisconsin
|
$139K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1211
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$137K
|
-$12K
|
7
|
0%
|
Reduced
|
|
|
1212
|
Bullseye Investment Management
Cincinnati,
Ohio
|
$137K
|
-$8.09K
|
2
|
0.07%
|
Reduced
|
|
|
1213
|
Phoenix Financial
Givatayim,
Israel
|
$134K
|
-$124K
|
1
|
0%
|
Reduced
|
|
|
1214
|
Spartan Wealth Advisory Services LLC
Bingham Farms,
Michigan
|
$132K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1215
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$132K
|
+$1.23K
|
1
|
0.01%
|
Increased
|
|
|
1216
|
Fountainhead AM
Warren,
New Jersey
|
$132K
|
-$52.2K
|
1
|
0.1%
|
Reduced
|
|
|
1217
|
Allspring Global Investments
Charlotte,
North Carolina
|
$130K
|
-$357K
|
1
|
0%
|
Reduced
|
|
|
1218
|
Gilpin Wealth Management
Denver,
Colorado
|
$127K
|
-$18.6K
|
2
|
0.09%
|
Reduced
|
|
|
1219
|
Solstein Capital
Menlo Park,
California
|
$126K
|
$0
|
3
|
0.04%
|
Maintained
|
|
|
1220
|
Bullock Wealth Management
Bloomington,
Indiana
|
$124K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1221
|
Swiss Re
Zurich,
Switzerland
|
$123K
|
+$111K
|
1
|
0.01%
|
Increased
|
|
|
1222
|
Silver Grove Financial Group
Orchard Park,
New York
|
$123K
|
+$131K
|
2
|
0.07%
|
Increased
|
|
|
1223
|
Symphony Financial
Houston,
Texas
|
$122K
|
+$136K
|
1
|
0.01%
|
New
|
|
|
1224
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$121K
|
+$125K
|
2
|
0.04%
|
Increased
|
|
|
1225
|
Daiwa Securities Group
Tokyo,
Japan
|
$120K
|
-$5.18M
|
1
|
0%
|
Reduced
|
|