|
1951
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$10.7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1952
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$10K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1953
|
Bollard Group
Boston,
Massachusetts
|
$10K
|
-$10K
|
2
|
0%
|
Reduced
|
|
|
1954
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$9.27K
|
-$235
|
2
|
0%
|
Reduced
|
|
|
1955
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$9.05K
|
+$79
|
1
|
0%
|
Increased
|
|
|
1956
|
Briaud Financial Planning
College Station,
Texas
|
$9K
|
+$12.4K
|
1
|
0.01%
|
New
|
|
|
1957
|
Janiczek Wealth Management
Denver,
Colorado
|
$8.75K
|
+$8.45K
|
3
|
0%
|
Increased
|
|
|
1958
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$8.53K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1959
|
PrairieView Partners
St. Paul,
Minnesota
|
$8K
|
+$9.6K
|
1
|
0%
|
New
|
|
|
1960
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$7.99K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1961
|
Gladius Capital Management
Chicago,
Illinois
|
$7.49K
|
-$3.25K
|
1
|
0%
|
Reduced
|
|
|
1962
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$7.15K
|
-$80
|
2
|
0%
|
Reduced
|
|
|
1963
|
TFO Wealth Partners
Maumee,
Ohio
|
$7.14K
|
+$5.4K
|
8
|
0%
|
Increased
|
|
|
1964
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$6.95K
|
+$3K
|
2
|
0%
|
Increased
|
|
|
1965
|
Flaharty Asset Management
Clearwater,
Florida
|
$6.66K
|
+$6.97K
|
3
|
0%
|
New
|
|
|
1966
|
Bellevue Asset Management
Bellevue,
Washington
|
$6.64K
|
-$1.76K
|
3
|
0%
|
Reduced
|
|
|
1967
|
Liberty One Investment Management
Libertyville,
Illinois
|
$6.54K
|
-$15.9K
|
1
|
0%
|
Reduced
|
|
|
1968
|
|
$6.38K
|
-$15.4K
|
5
|
0%
|
Reduced
|
|
|
1969
|
Wolff Wiese Magana
Carslbad,
California
|
$6.19K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
1970
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$5.96K
|
-$6.21K
|
1
|
0%
|
Reduced
|
|
|
1971
|
Peoples Bank (Kansas)
Pratt,
Kansas
|
$5.89K
|
+$6.37K
|
1
|
0.01%
|
New
|
|
|
1972
|
Copeland Capital Management
Conshohocken,
Pennsylvania
|
$5.8K
|
-$6.82K
|
1
|
0%
|
Reduced
|
|
|
1973
|
American National Bank & Trust
Wichita Falls,
Texas
|
$5.35K
|
-$1.36K
|
2
|
0%
|
Reduced
|
|
|
1974
|
Credential Qtrade Securities
Vancouver,
|
$5.27K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1975
|
Iron Horse Wealth Management
Johston,
Iowa
|
$5.18K
|
+$5.61K
|
1
|
0%
|
New
|
|
