|
1926
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$15K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1927
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$15K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1928
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$15K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1929
|
|
$14K
|
-$22K
|
0
|
–
|
Closed
|
|
|
1930
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$14K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1931
|
SkyOak Wealth
Southfield,
Michigan
|
$14K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1932
|
Toth Financial Advisory
Leesburg,
Virginia
|
$14K
|
+$2.5K
|
6
|
0%
|
Increased
|
|
|
1933
|
American National Bank & Trust
Wichita Falls,
Texas
|
$13K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1934
|
Fiduciary Planning
Englewood,
Florida
|
$13K
|
+$13.4K
|
1
|
0.02%
|
New
|
|
|
1935
|
Price Wealth
Austin,
Texas
|
$13K
|
+$12.4K
|
1
|
0%
|
New
|
|
|
1936
|
Arlington Partners
Birmingham,
Alabama
|
$12K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1937
|
Center for Financial Planning
Southfied,
Michigan
|
$12K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1938
|
Ninety One (UK)
London,
United Kingdom
|
$12K
|
+$87
|
1
|
0%
|
Increased
|
|
|
1939
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$11K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1940
|
Crewe Advisors
Salt Lake City,
Utah
|
$11K
|
+$11.6K
|
2
|
0.01%
|
New
|
|
|
1941
|
Horan Securities
Cincinnati,
United States
|
$11K
|
-$4.16K
|
2
|
0.01%
|
Reduced
|
|
|
1942
|
Central Bank & Trust
Lexington,
Kentucky
|
$10K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1943
|
CSS LLC
Chicago,
Illinois
|
$10K
|
-$97.4K
|
1
|
0%
|
Reduced
|
|
|
1944
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$10K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1945
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$10K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1946
|
Bogart Wealth LLC
Mclean,
Virginia
|
$9K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1947
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$9K
|
+$8.49K
|
1
|
0%
|
New
|
|
|
1948
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$9K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1949
|
Rational Advisors
Huntington,
New York
|
$9K
|
-$496
|
2
|
0%
|
Reduced
|
|
|
1950
|
Cribstone Capital Management
Augusta,
Maine
|
$8K
|
$0
|
2
|
0.01%
|
Maintained
|
|