|
1901
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$35.2K
|
-$23.4K
|
4
|
0.02%
|
Reduced
|
|
|
1902
|
LGT Financial Advisors
Dallas,
Texas
|
$34.2K
|
+$36.4K
|
5
|
0.04%
|
New
|
|
|
1903
|
SouthState Corp
Winter Haven,
Florida
|
$34.1K
|
+$13.1K
|
2
|
0%
|
Increased
|
|
|
1904
|
Delta Asset Management
Memphis,
Tennessee
|
$33.7K
|
+$1.56K
|
3
|
0%
|
Increased
|
|
|
1905
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$32.3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1906
|
Clearstead Trust
Portland,
Maine
|
$31.5K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1907
|
Canton Hathaway
Providence,
Rhode Island
|
$31K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1908
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$30.5K
|
+$117
|
3
|
0.01%
|
Increased
|
|
|
1909
|
Coppell Advisory Solutions
Coppell,
Texas
|
$28.1K
|
-$84.4K
|
2
|
0.01%
|
Reduced
|
|
|
1910
|
Red Tortoise LLC
Atlanta,
Georgia
|
$27.8K
|
$0
|
3
|
0.02%
|
Maintained
|
|
|
1911
|
Tompkins Financial
Ithaca,
New York
|
$27.2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1912
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$27K
|
$0
|
7
|
0.01%
|
Maintained
|
|
|
1913
|
HeadInvest LLC
Portland,
Maine
|
$26.3K
|
+$28K
|
1
|
0.01%
|
New
|
|
|
1914
|
Avion Wealth
The Woodlands,
Texas
|
$26K
|
+$4.71K
|
15
|
0.01%
|
Increased
|
|
|
1915
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$25K
|
-$2.88K
|
1
|
0.01%
|
Reduced
|
|
|
1916
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$24.4K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1917
|
J. Safra Asset Management
New York
|
$24K
|
+$25.7K
|
1
|
0%
|
New
|
|
|
1918
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$23.4K
|
-$877
|
5
|
0%
|
Reduced
|
|
|
1919
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$23.4K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1920
|
CNB Bank
Clearfield,
Pennsylvania
|
$23.2K
|
+$15.7K
|
2
|
0.01%
|
Increased
|
|
|
1921
|
Duncker Streett & Co
St. Louis,
Missouri
|
$23.1K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1922
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$23K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1923
|
Hohimer Wealth Management
Seattle,
Washington
|
$22.6K
|
-$176K
|
1
|
0.01%
|
Reduced
|
|
|
1924
|
Addison Advisors
Middlebury,
Vermont
|
$22.4K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1925
|
BOK Financial Private Wealth
Denver,
Colorado
|
$22.4K
|
-$17.9K
|
1
|
0%
|
Reduced
|
|