|
1926
|
SIG North Trading
Bala Cynwyd,
Pennsylvania
|
$132K
|
-$56K
|
1
|
0.01%
|
Reduced
|
|
|
1927
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$132K
|
+$7.89K
|
4
|
0.01%
|
Increased
|
|
|
1928
|
Key Financial Inc
West Chester,
Pennsylvania
|
$132K
|
$0
|
6
|
0.05%
|
Maintained
|
|
|
1929
|
Financial Perspectives
Minneapolis,
Minnesota
|
$131K
|
$0
|
4
|
0.06%
|
Maintained
|
|
|
1930
|
1900 Wealth Management
San Antonio,
Texas
|
$128K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1931
|
Tompkins Financial
Ithaca,
New York
|
$128K
|
$0
|
4
|
0.02%
|
Maintained
|
|
|
1932
|
First Command Bank
Fort Worth,
Texas
|
$125K
|
$0
|
4
|
0.01%
|
Maintained
|
|
|
1933
|
First Command Financial Services
Fort Worth,
Texas
|
$125K
|
$0
|
4
|
0.01%
|
Maintained
|
|
|
1934
|
Endurance Wealth Management
Providence,
Rhode Island
|
$124K
|
$0
|
5
|
0.02%
|
Maintained
|
|
|
1935
|
Clearview Wealth Advisors
Salem,
Oregon
|
$123K
|
-$604
|
4
|
0.12%
|
Reduced
|
|
|
1936
|
Harvest Fund Management
Beijing,
China
|
$123K
|
+$98.4K
|
1
|
0.03%
|
Increased
|
|
|
1937
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$122K
|
+$156K
|
1
|
0.1%
|
New
|
|
|
1938
|
Lagoda Investment Management
New York
|
$121K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1939
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$117K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
1940
|
CreativeOne Wealth
Overland Park,
Kansas
|
$116K
|
+$2.94K
|
1
|
0.01%
|
Increased
|
|
|
1941
|
Concord Wealth Partners
Abingdon,
Virginia
|
$115K
|
-$18.3K
|
5
|
0.03%
|
Reduced
|
|
|
1942
|
Alta Advisers
London,
United Kingdom
|
$113K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1943
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$113K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1944
|
Clearstead Trust
Portland,
Maine
|
$112K
|
-$65.8K
|
2
|
0.04%
|
Reduced
|
|
|
1945
|
Tortoise Investment Management
White Plains,
New York
|
$112K
|
+$1.06K
|
3
|
0.02%
|
Increased
|
|
|
1946
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$111K
|
-$44.5K
|
2
|
0.03%
|
Reduced
|
|
|
1947
|
James Investment Research
Alpha,
Ohio
|
$111K
|
-$384
|
2
|
0.01%
|
Reduced
|
|
|
1948
|
Timber Creek Capital Management
Boston,
Massachusetts
|
$109K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1949
|
West Paces Advisors
Atlanta,
Georgia
|
$109K
|
+$43.1K
|
5
|
0.03%
|
Increased
|
|
|
1950
|
Bluefin Capital Management
New York
|
$107K
|
-$340K
|
0
|
–
|
Closed
|
|