|
1926
|
Strategic Advocates
Logan,
Utah
|
$12.5K
|
+$11.9K
|
2
|
0%
|
New
|
|
|
1927
|
Boreal Capital Management
Miami,
Florida
|
$11.7K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1928
|
Financial Consulate
Hunt Valley,
Maryland
|
$11.7K
|
+$11.4K
|
3
|
0%
|
New
|
|
|
1929
|
Duncker Streett & Co
St. Louis,
Missouri
|
$10.4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1930
|
Texas Capital Bancshares
Dallas,
Texas
|
$10.3K
|
+$10.3K
|
2
|
0%
|
New
|
|
|
1931
|
Chung Wu Investment Group
Sugar Land,
Texas
|
$10.2K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1932
|
Rogco LP
Claremore,
Oklahoma
|
$10.2K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1933
|
T. Rowe Price Investment Management
Baltimore,
Maryland
|
$10K
|
+$8.76K
|
2
|
0%
|
New
|
|
|
1934
|
Valued Wealth Advisors
Holladay,
Utah
|
$9.8K
|
$0
|
3
|
0%
|
Maintained
|
|
|
1935
|
Kilter Group
Rhinebeck,
New York
|
$9.07K
|
+$653
|
3
|
0%
|
Increased
|
|
|
1936
|
Curio Wealth
Annapolis,
Maryland
|
$8.75K
|
+$8.29K
|
1
|
0%
|
New
|
|
|
1937
|
Newton One Investments
Newark,
Delaware
|
$8.75K
|
+$171
|
1
|
0%
|
Increased
|
|
|
1938
|
ESL Trust Services
Rochester,
New York
|
$8.64K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1939
|
Main Street Group
Glen Allen,
Virginia
|
$8.62K
|
+$8.6K
|
1
|
0%
|
New
|
|
|
1940
|
Winnow Wealth
Waco,
Texas
|
$7.96K
|
-$5.29K
|
3
|
0.01%
|
Reduced
|
|
|
1941
|
Seneschal Advisors
Tacoma,
Washington
|
$7.95K
|
+$7.87K
|
1
|
0.01%
|
New
|
|
|
1942
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$7.83K
|
+$7.82K
|
1
|
0.03%
|
New
|
|
|
1943
|
New Millennium Group
Sandy,
Utah
|
$7.78K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1944
|
Principia Wealth Advisory
Dallas,
Texas
|
$7.45K
|
-$236
|
3
|
0.01%
|
Reduced
|
|
|
1945
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$7.26K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1946
|
Tortoise Investment Management
White Plains,
New York
|
$7.09K
|
-$364
|
3
|
0%
|
Reduced
|
|
|
1947
|
Accent Capital Management
Centerville,
Ohio
|
$7.09K
|
+$7.01K
|
1
|
0%
|
New
|
|
|
1948
|
Bangor Savings Bank
Bangor,
Maine
|
$6.92K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1949
|
Bare Financial Services
Gap,
Pennsylvania
|
$6.7K
|
-$4.69K
|
3
|
0%
|
Reduced
|
|
|
1950
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$6.22K
|
+$6.16K
|
1
|
0%
|
New
|
|