|
1901
|
Lenox Wealth Advisors
New York
|
$55K
|
-$23.8K
|
3
|
0.02%
|
Reduced
|
|
|
1902
|
J. Safra Asset Management
New York
|
$53K
|
-$445K
|
1
|
0.09%
|
Reduced
|
|
|
1903
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$52K
|
+$35.1K
|
4
|
0.03%
|
Increased
|
|
|
1904
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$51K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1905
|
Tarbox Family Office
Newport Beach,
California
|
$51K
|
-$3.73K
|
7
|
0.04%
|
Reduced
|
|
|
1906
|
Physicians Financial Services
Raleigh,
North Carolina
|
$49K
|
-$12.9K
|
2
|
0.04%
|
Reduced
|
|
|
1907
|
Trust Company
Manhattan,
Kansas
|
$49K
|
+$20.8K
|
3
|
0.02%
|
Increased
|
|
|
1908
|
Tradewinds Capital Management
Bellingham,
Washington
|
$46K
|
-$5.13K
|
5
|
0.03%
|
Reduced
|
|
|
1909
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$42K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1910
|
|
$39.8K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1911
|
Ruggie Capital Group
Tavares,
Florida
|
$38K
|
+$635
|
3
|
0.03%
|
Increased
|
|
|
1912
|
Sonora Investment Management
Tucson,
Arizona
|
$37.7K
|
-$758
|
2
|
0.01%
|
Reduced
|
|
|
1913
|
Asset Dedication LLC
San Francisco,
California
|
$36K
|
-$12.7K
|
3
|
0.03%
|
Reduced
|
|
|
1914
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$36K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1915
|
NCM Capital Management Group
Durham,
North Carolina
|
$35K
|
-$2.4K
|
1
|
0.43%
|
Reduced
|
|
|
1916
|
INR Advisory Services
Media,
Pennsylvania
|
$31K
|
+$28.1K
|
1
|
0.01%
|
New
|
|
|
1917
|
Shamrock Asset Management
Dallas,
Texas
|
$31K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1918
|
Delphi Private Advisors
San Diego,
California
|
$30K
|
-$86K
|
3
|
0.06%
|
Reduced
|
|
|
1919
|
Lombard Odier Transatlantic
Montreal,
Quebec, Canada
|
$30K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1920
|
Pathstone Family Office
Englewood,
New Jersey
|
$29K
|
+$18.7K
|
2
|
0.03%
|
Increased
|
|
|
1921
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$28K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
1922
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$28K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1923
|
Winfield Associates
Cleveland,
Ohio
|
$28K
|
-$1.83K
|
5
|
0.02%
|
Reduced
|
|
|
1924
|
Regal Wealth Group
Seal Beach,
California
|
$27K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1925
|
Financial Management Professionals
Austin,
Texas
|
$26K
|
+$26.7K
|
2
|
0.01%
|
New
|
|