|
1926
|
Norwood Financial
Honesdale,
Pennsylvania
|
$163K
|
$0
|
1
|
0.24%
|
Maintained
|
|
|
1927
|
Sachetta
Lynnfield,
Massachusetts
|
$163K
|
$0
|
2
|
0.08%
|
Maintained
|
|
|
1928
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$162K
|
-$1.38K
|
1
|
0.07%
|
Reduced
|
|
|
1929
|
Horizon Bancorp
Michigan City,
Indiana
|
$158K
|
-$3.73K
|
2
|
0.08%
|
Reduced
|
|
|
1930
|
Ransom Advisory
Providence,
Rhode Island
|
$158K
|
+$154K
|
2
|
0.08%
|
New
|
|
|
1931
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$157K
|
+$1.26K
|
2
|
0.03%
|
Increased
|
|
|
1932
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$152K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1933
|
Stephens Consulting
Flint,
Michigan
|
$151K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
1934
|
Paloma Partners
Greenwich,
Connecticut
|
$151K
|
+$145K
|
1
|
0.01%
|
New
|
|
|
1935
|
|
$148K
|
$0
|
2
|
0.09%
|
Maintained
|
|
|
1936
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$148K
|
-$6K
|
2
|
0.01%
|
Reduced
|
|
|
1937
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$147K
|
-$4.6K
|
1
|
0.02%
|
Reduced
|
|
|
1938
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$144K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1939
|
nVerses Capital
Wellington,
Florida
|
$144K
|
+$138K
|
1
|
0.34%
|
New
|
|
|
1940
|
Grove Bank & Trust
Miami,
Florida
|
$141K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1941
|
ORG Partners
Roanoke,
Indiana
|
$141K
|
-$44.5K
|
3
|
0.27%
|
Reduced
|
|
|
1942
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$140K
|
-$4.57M
|
4
|
0.03%
|
Reduced
|
|
|
1943
|
AllSquare Wealth Management
Albany,
New York
|
$140K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1944
|
Wealth Effects
Boston,
Massachusetts
|
$138K
|
-$20.4K
|
1
|
0.05%
|
Reduced
|
|
|
1945
|
Accordant Advisory Group
Annapolis,
Maryland
|
$136K
|
+$134K
|
1
|
0.1%
|
New
|
|
|
1946
|
Jamison Private Wealth Management
Milton,
Georgia
|
$132K
|
+$4.19K
|
2
|
0.02%
|
Increased
|
|
|
1947
|
Alta Advisers
London,
United Kingdom
|
$129K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1948
|
TCTC Holdings
Dallas,
Texas
|
$126K
|
+$16.1K
|
2
|
0%
|
Increased
|
|
|
1949
|
Centennial Bank
Conway,
Arkansas
|
$125K
|
$0
|
2
|
0.06%
|
Maintained
|
|
|
1950
|
Rise Advisors
Rochester,
New York
|
$120K
|
+$79.4K
|
4
|
0.06%
|
Increased
|
|