|
1926
|
FSA Wealth Management
Needham,
Massachusetts
|
$17.6K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1927
|
Certuity
North Palm Beach,
Florida
|
$16.7K
|
+$22.4K
|
1
|
0%
|
New
|
|
|
1928
|
Global Financial Private Client
Sarasota,
Florida
|
$16K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
1929
|
Providence First Trust
Scottsdale,
Arizona
|
$15.1K
|
+$14.7K
|
1
|
0.01%
|
New
|
|
|
1930
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$14.9K
|
+$20K
|
1
|
0.01%
|
New
|
|
|
1931
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$14.5K
|
+$6.23K
|
2
|
0%
|
Increased
|
|
|
1932
|
Accordant Advisory Group
Annapolis,
Maryland
|
$14.4K
|
+$16.1K
|
1
|
0.01%
|
New
|
|
|
1933
|
Darwin Wealth Management
Tampa,
Florida
|
$14.4K
|
+$14.4K
|
1
|
0%
|
New
|
|
|
1934
|
Atala Financial
Calabasas,
California
|
$14.3K
|
+$14.1K
|
2
|
0.01%
|
New
|
|
|
1935
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$14.3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1936
|
Pinpoint Asset Management
Hong Kong
|
$14.1K
|
+$13.8K
|
1
|
0%
|
New
|
|
|
1937
|
Rogco LP
Claremore,
Oklahoma
|
$14.1K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1938
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$14.1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1939
|
Aspect Partners
Fairfax,
Virginia
|
$13.9K
|
-$10.9K
|
3
|
0.01%
|
Reduced
|
|
|
1940
|
Richards, Merrill & Peterson
Spokane,
Washington
|
$13.8K
|
+$13.8K
|
1
|
0.01%
|
New
|
|
|
1941
|
Perkins Coie Trust Company
Seattle,
Washington
|
$13.7K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1942
|
Bellwether Advisors
Lincoln,
Nebraska
|
$13.5K
|
+$15K
|
1
|
0%
|
New
|
|
|
1943
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$12.9K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1944
|
Mint Tower Capital Management
Amsterdam,
Netherlands
|
$12K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1945
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$11.3K
|
-$27.6K
|
2
|
0%
|
Reduced
|
|
|
1946
|
Valued Wealth Advisors
Holladay,
Utah
|
$11.3K
|
-$2.55K
|
3
|
0.01%
|
Reduced
|
|
|
1947
|
Hoese & Co
Glencoe,
Minnesota
|
$10.5K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1948
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$10.4K
|
+$10.4K
|
3
|
0%
|
New
|
|
|
1949
|
Private Wealth Management Group
Princeton,
New Jersey
|
$10.2K
|
$0
|
3
|
0%
|
Maintained
|
|
|
1950
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$9.9K
|
+$10K
|
3
|
0%
|
New
|
|