|
2101
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$37K
|
-$265K
|
7
|
0.01%
|
Reduced
|
|
|
2102
|
Clearstead Trust
Portland,
Maine
|
$36.8K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2103
|
Tompkins Financial
Ithaca,
New York
|
$36.5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2104
|
J. Safra Asset Management
New York
|
$36.3K
|
+$2.3K
|
2
|
0.01%
|
Increased
|
|
|
2105
|
Frazier Financial Advisors
Columbus,
Ohio
|
$36.1K
|
+$29.9K
|
4
|
0.03%
|
New
|
|
|
2106
|
Pineridge Advisors
St. Charles,
Missouri
|
$35.7K
|
+$28.3K
|
8
|
0.01%
|
New
|
|
|
2107
|
Thompson Investment Management
Madison,
Wisconsin
|
$35.6K
|
-$12.7K
|
1
|
0.01%
|
Reduced
|
|
|
2108
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$35K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2109
|
OFI Invest Asset Management
Paris,
France
|
$33.4K
|
+$29.9K
|
1
|
0%
|
New
|
|
|
2110
|
CNB Bank
Clearfield,
Pennsylvania
|
$31.8K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
2111
|
FWL Investment Management
Dallas,
Texas
|
$31.6K
|
+$26.7K
|
4
|
0.02%
|
New
|
|
|
2112
|
Duncker Streett & Co
St. Louis,
Missouri
|
$31.2K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2113
|
Centerpoint Advisors
Needham,
Massachusetts
|
$31K
|
-$7.45K
|
1
|
0.01%
|
Reduced
|
|
|
2114
|
|
$30.9K
|
+$25.8K
|
1
|
0.03%
|
New
|
|
|
2115
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$30.9K
|
+$25.8K
|
1
|
0.03%
|
New
|
|
|
2116
|
Tucker Asset Management
Littleton,
Colorado
|
$30.5K
|
-$128K
|
2
|
0.01%
|
Reduced
|
|
|
2117
|
City State Bank
Norwalk,
Iowa
|
$30K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2118
|
Addison Advisors
Middlebury,
Vermont
|
$29.8K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
2119
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$28.8K
|
-$1.11K
|
1
|
0.03%
|
Reduced
|
|
|
2120
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$28.1K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
2121
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$27.5K
|
-$417
|
1
|
0%
|
Reduced
|
|
|
2122
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$27K
|
+$22.2K
|
15
|
0%
|
New
|
|
|
2123
|
Valued Wealth Advisors
Holladay,
Utah
|
$26.8K
|
+$29.3K
|
4
|
0.02%
|
New
|
|
|
2124
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$26.4K
|
$0
|
4
|
0%
|
Maintained
|
|
|
2125
|
Abound Wealth Management
Franklin,
Tennessee
|
$26.1K
|
-$1.46K
|
11
|
0.01%
|
Reduced
|
|