|
1201
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$213K
|
-$55.6K
|
7
|
0.01%
|
Reduced
|
|
|
1202
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$212K
|
+$193K
|
1
|
0.01%
|
New
|
|
|
1203
|
Pine Valley Investments
Marlton,
New Jersey
|
$212K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1204
|
VitalStone Financial
Shavano Park,
Texas
|
$211K
|
+$101K
|
3
|
0.16%
|
Increased
|
|
|
1205
|
MGO One Seven
Beachwood,
Ohio
|
$210K
|
-$12K
|
1
|
0.01%
|
Reduced
|
|
|
1206
|
Sunbelt Securities
Houston,
Texas
|
$209K
|
+$113K
|
9
|
0.02%
|
Increased
|
|
|
1207
|
Sandia Investment Management
Boston,
Massachusetts
|
$208K
|
-$294K
|
2
|
0.2%
|
Reduced
|
|
|
1208
|
Simplicity Wealth
Summit,
New Jersey
|
$207K
|
+$179K
|
1
|
0%
|
New
|
|
|
1209
|
Banco BTG Pactual
Rio De Janeiro,
Brazil
|
$207K
|
+$225K
|
1
|
0.03%
|
New
|
|
|
1210
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$206K
|
-$16.3K
|
1
|
0.11%
|
Reduced
|
|
|
1211
|
Symmetry Partners
Glastonbury,
Connecticut
|
$206K
|
+$187K
|
1
|
0.02%
|
New
|
|
|
1212
|
Mission Wealth Management
Santa Barbara,
California
|
$205K
|
+$187K
|
1
|
0.01%
|
New
|
|
|
1213
|
Astoria Portfolio Advisors
New York
|
$203K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1214
|
Wealthspire Advisors (New York)
New York
|
$203K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1215
|
J.W. Burns & Co
Dewitt,
New York
|
$203K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1216
|
|
$202K
|
-$1.04M
|
1
|
0.19%
|
Reduced
|
|
|
1217
|
Level Four Advisory Services
Dallas,
Texas
|
$201K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1218
|
Lake Street Private Wealth
Chicago,
Illinois
|
$200K
|
-$50.2K
|
1
|
0.03%
|
Reduced
|
|
|
1219
|
F/M Investments
Washington,
District of Columbia
|
$200K
|
+$189K
|
1
|
0.14%
|
New
|
|
|
1220
|
Evermay Wealth Management
Arlington,
Virginia
|
$199K
|
-$29.3K
|
3
|
0.03%
|
Reduced
|
|
|
1221
|
Partnership Wealth Management
Towson,
Maryland
|
$198K
|
$0
|
3
|
0.14%
|
Maintained
|
|
|
1222
|
Field & Main Bank
Henderson,
Kentucky
|
$195K
|
-$307
|
1
|
0.08%
|
Reduced
|
|
|
1223
|
Private Trust Company
Cleveland,
Ohio
|
$192K
|
+$7.21K
|
6
|
0.02%
|
Increased
|
|
|
1224
|
Deerfield Management
New York
|
$189K
|
-$33.3K
|
1
|
0%
|
Reduced
|
|
|
1225
|
49 Wealth Management
Austin,
Texas
|
$187K
|
-$204K
|
1
|
0.04%
|
Reduced
|
|