|
1951
|
Pacifica Partners
Surrey,
Canada
|
$28K
|
$0
|
3
|
0.03%
|
Maintained
|
|
|
1952
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$27K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1953
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$27K
|
+$739
|
2
|
0.02%
|
Increased
|
|
|
1954
|
Hoover Financial Advisors
Malvern,
Pennsylvania
|
$25K
|
+$13.3K
|
2
|
0.01%
|
New
|
|
|
1955
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$25K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1956
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$24K
|
+$197
|
1
|
0.01%
|
Increased
|
|
|
1957
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$23K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1958
|
GW&K Investment Management
Boston,
Massachusetts
|
$23K
|
+$1.36K
|
1
|
0%
|
Increased
|
|
|
1959
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$23K
|
-$38.7K
|
2
|
0.02%
|
Reduced
|
|
|
1960
|
TimeScale Financial
Danvers,
Massachusetts
|
$23K
|
+$4.49K
|
2
|
0.01%
|
Increased
|
|
|
1961
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$23K
|
$0
|
5
|
0%
|
Maintained
|
|
|
1962
|
St. Johns Investment Management
Jacksonville,
Florida
|
$22K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1963
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$21K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1964
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$21K
|
+$18.6K
|
2
|
0.01%
|
New
|
|
|
1965
|
RPG Investment Advisory
Pleasanton,
California
|
$21K
|
+$11.3K
|
3
|
0%
|
Increased
|
|
|
1966
|
Selective Wealth Management
Forest,
Virginia
|
$21K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1967
|
BigSur Wealth Management
Miami,
Florida
|
$20K
|
+$14.2K
|
1
|
0.01%
|
New
|
|
|
1968
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$19K
|
+$17.3K
|
2
|
0%
|
New
|
|
|
1969
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$19K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1970
|
Versant Capital Management
Phoenix,
Arizona
|
$19K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1971
|
Pacific Center for Financial Services
San Ramon,
California
|
$18K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1972
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$17.7K
|
+$15.9K
|
1
|
0.02%
|
New
|
|
|
1973
|
Alpha DNA Investment Management
Columbia,
Maryland
|
$17K
|
+$17.3K
|
1
|
0.02%
|
New
|
|
|
1974
|
Financial Management Professionals
Austin,
Texas
|
$17K
|
+$345
|
3
|
0%
|
Increased
|
|
|
1975
|
CVA Family Office
Denver,
Colorado
|
$16K
|
$0
|
2
|
0.01%
|
Maintained
|
|