|
1001
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$22K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1002
|
TCI Wealth Advisors
Tucson,
Arizona
|
$22K
|
+$874
|
2
|
0.01%
|
Increased
|
|
|
1003
|
Ironwood Financial
Tucson,
Arizona
|
$21K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1004
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$20K
|
+$180
|
1
|
0.01%
|
Increased
|
|
|
1005
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$20K
|
-$82.5K
|
3
|
0%
|
Reduced
|
|
|
1006
|
Tradewinds Capital Management
Bellingham,
Washington
|
$20K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1007
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$17K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1008
|
|
$17K
|
-$4K
|
1
|
0%
|
Reduced
|
|
|
1009
|
Proficio Capital Partners
Newton,
Massachusetts
|
$16K
|
+$11K
|
3
|
0.01%
|
Increased
|
|
|
1010
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$15K
|
-$62.7K
|
1
|
0%
|
Reduced
|
|
|
1011
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$15K
|
-$43
|
1
|
0.01%
|
Reduced
|
|
|
1012
|
Howe & Rusling
Rochester,
New York
|
$14K
|
-$7K
|
1
|
0%
|
Reduced
|
|
|
1013
|
James Investment Research
Alpha,
Ohio
|
$13K
|
-$303K
|
1
|
0%
|
Reduced
|
|
|
1014
|
Joel Isaacson & Co
New York
|
$13K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1015
|
Physicians Financial Services
Raleigh,
North Carolina
|
$13K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1016
|
Cribstone Capital Management
Augusta,
Maine
|
$12K
|
+$11.5K
|
1
|
0.01%
|
New
|
|
|
1017
|
First Personal Financial Services
Charlotte,
North Carolina
|
$12K
|
+$8.92K
|
1
|
0%
|
Increased
|
|
|
1018
|
Zions Bancorporation
Salt Lake City,
Utah
|
$12K
|
-$43.5K
|
3
|
0%
|
Reduced
|
|
|
1019
|
Kanaly Trust
Houston,
Texas
|
$10K
|
+$3.43K
|
2
|
0%
|
Increased
|
|
|
1020
|
Monetary Management Group
St Louis,
Missouri
|
$10K
|
+$9.54K
|
1
|
0%
|
New
|
|
|
1021
|
Community Bank
Dewitt,
New York
|
$8K
|
+$7.51K
|
1
|
0%
|
New
|
|
|
1022
|
Hudock Inc
Williamsport,
Pennsylvania
|
$8K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1023
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$8K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1024
|
City Holding Co
Charleston,
West Virginia
|
$7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1025
|
Cascade Investment Advisors
Oregon City,
Oregon
|
$6.08K
|
+$5.4K
|
1
|
0.01%
|
New
|
|