|
1901
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$23.3K
|
+$15.2K
|
4
|
0%
|
Increased
|
|
|
1902
|
Horizon Bancorp
Michigan City,
Indiana
|
$23K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1903
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$23K
|
-$4.89M
|
1
|
0%
|
Reduced
|
|
|
1904
|
Wayfinding Financial
Lynnwood,
Washington
|
$23K
|
+$24.2K
|
2
|
0.01%
|
New
|
|
|
1905
|
Chesapeake Asset Management
New York
|
$23K
|
+$285
|
2
|
0.02%
|
Increased
|
|
|
1906
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$22.8K
|
+$27.5K
|
1
|
0%
|
New
|
|
|
1907
|
FSA Wealth Management
Needham,
Massachusetts
|
$22.8K
|
-$4.07K
|
2
|
0.01%
|
Reduced
|
|
|
1908
|
Asset Dedication LLC
San Francisco,
California
|
$22.6K
|
+$518
|
4
|
0%
|
Increased
|
|
|
1909
|
Private Wealth Management Group
Princeton,
New Jersey
|
$22.5K
|
+$9K
|
6
|
0.01%
|
Increased
|
|
|
1910
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$22.4K
|
+$11.8K
|
5
|
0.01%
|
Increased
|
|
|
1911
|
SRH Advisors
Salina,
Kansas
|
$22.3K
|
$0
|
4
|
0.01%
|
Maintained
|
|
|
1912
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$22.2K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1913
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$22K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1914
|
Lake Street Private Wealth
Chicago,
Illinois
|
$21.5K
|
-$2.54K
|
1
|
0%
|
Reduced
|
|
|
1915
|
Bullock Wealth Management
Bloomington,
Indiana
|
$21.4K
|
-$11.8K
|
2
|
0.01%
|
Reduced
|
|
|
1916
|
|
$21.4K
|
-$19.1K
|
5
|
0.01%
|
Reduced
|
|
|
1917
|
Fairscale Capital
Nashua,
New Hampshire
|
$21.2K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1918
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$21K
|
-$9K
|
3
|
0.01%
|
Reduced
|
|
|
1919
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$21K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1920
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$21K
|
+$22.6K
|
1
|
0%
|
New
|
|
|
1921
|
Orion Capital Management
Coronado,
California
|
$21K
|
-$8.54K
|
1
|
0.01%
|
Reduced
|
|
|
1922
|
Richardson Capital Management
Menomonee Falls,
Wisconsin
|
$21K
|
+$22.6K
|
1
|
0.01%
|
New
|
|
|
1923
|
Kings Path Partners
Sugar Land,
Texas
|
$20.9K
|
-$733K
|
1
|
0.01%
|
Reduced
|
|
|
1924
|
Wolff Wiese Magana
Carslbad,
California
|
$20.9K
|
+$14.5K
|
5
|
0.01%
|
Increased
|
|
|
1925
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$20.2K
|
+$20.2K
|
2
|
0%
|
New
|
|