|
1926
|
|
$33K
|
-$5.09M
|
1
|
0%
|
Reduced
|
|
|
1927
|
West Branch Capital
Amherst,
Massachusetts
|
$33K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1928
|
DB Wealth Management Group
San Diego,
California
|
$32K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1929
|
Kowal Investment Group
Brookfield,
Wisconsin
|
$31K
|
+$36.3K
|
3
|
0.01%
|
New
|
|
|
1930
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$31K
|
+$32.2K
|
3
|
0.01%
|
New
|
|
|
1931
|
Private Ocean
San Rafael,
California
|
$31K
|
-$15K
|
1
|
0%
|
Reduced
|
|
|
1932
|
Cahill Financial Advisors
Edina,
Minnesota
|
$30K
|
+$31.9K
|
5
|
0.01%
|
New
|
|
|
1933
|
Crewe Advisors
Salt Lake City,
Utah
|
$30K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1934
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$30K
|
-$993
|
2
|
0.02%
|
Reduced
|
|
|
1935
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$30K
|
+$28.6K
|
1
|
0.02%
|
New
|
|
|
1936
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$29K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
1937
|
Asset Dedication LLC
San Francisco,
California
|
$29K
|
-$8.96K
|
4
|
0%
|
Reduced
|
|
|
1938
|
Atwood & Palmer
Kansas City,
Missouri
|
$29K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1939
|
Center for Financial Planning
Southfied,
Michigan
|
$28K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1940
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$28K
|
+$31.4K
|
1
|
0.02%
|
New
|
|
|
1941
|
CWA Asset Management Group
Naples,
Florida
|
$28K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1942
|
TFO Wealth Partners
Maumee,
Ohio
|
$28K
|
+$29.2K
|
3
|
0.01%
|
New
|
|
|
1943
|
Kapitalo Investimentos
Sao Paulo,
Brazil
|
$27.6K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1944
|
Cribstone Capital Management
Augusta,
Maine
|
$26K
|
-$3.27K
|
1
|
0.02%
|
Reduced
|
|
|
1945
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$25K
|
+$34K
|
1
|
0.02%
|
New
|
|
|
1946
|
PSI Advisors
Tampa,
Florida
|
$25K
|
+$25.7K
|
2
|
0.01%
|
New
|
|
|
1947
|
Enterprise Trust & Investment
Los Gatos,
California
|
$24K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1948
|
Front Street Capital Management
Missoula,
Montana
|
$24K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1949
|
Sphinx Trading
Chicago,
Illinois
|
$24K
|
+$28.6K
|
1
|
0.03%
|
New
|
|
|
1950
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$23K
|
$0
|
2
|
0.01%
|
Maintained
|
|