|
1926
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$15K
|
+$187
|
1
|
0%
|
Increased
|
|
|
1927
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$15K
|
-$5.2K
|
3
|
0%
|
Reduced
|
|
|
1928
|
Concord Wealth Partners
Abingdon,
Virginia
|
$14.4K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1929
|
|
$14.1K
|
-$141K
|
2
|
0%
|
Reduced
|
|
|
1930
|
Rakuten Securities
Tokyo,
Japan
|
$13.4K
|
+$26.7K
|
1
|
0%
|
Increased
|
|
|
1931
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
$13.3K
|
-$94
|
3
|
0.01%
|
Reduced
|
|
|
1932
|
Swiss Re
Zurich,
Switzerland
|
$13K
|
+$13.3K
|
1
|
0%
|
New
|
|
|
1933
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$13K
|
+$587
|
2
|
0.01%
|
Increased
|
|
|
1934
|
Cornerstone Financial Management
Burlington,
Massachusetts
|
$13K
|
+$13.8K
|
4
|
0.01%
|
New
|
|
|
1935
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$12.9K
|
-$1.22K
|
2
|
0.01%
|
Reduced
|
|
|
1936
|
Signature Resources Capital Management
Newport Beach,
California
|
$12.5K
|
+$17.1K
|
2
|
0.01%
|
Increased
|
|
|
1937
|
Oakworth Capital
Birmingham,
Alabama
|
$12.4K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1938
|
Team Financial Group
Temecula,
California
|
$12.3K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1939
|
Optima Capital
Beaverton,
Oregon
|
$11.8K
|
+$13.1K
|
2
|
0.01%
|
New
|
|
|
1940
|
Boreal Capital Management
Miami,
Florida
|
$11.5K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1941
|
Delta Asset Management
Memphis,
Tennessee
|
$11.3K
|
-$3.12K
|
1
|
0%
|
Reduced
|
|
|
1942
|
Clayton Financial Group
St. Louis,
Missouri
|
$11K
|
+$11.9K
|
2
|
0.01%
|
New
|
|
|
1943
|
Quintet Private Bank (Europe)
Luxembourg
|
$10.7K
|
+$8.62K
|
1
|
0%
|
Increased
|
|
|
1944
|
Strategic Advocates
Logan,
Utah
|
$10.5K
|
+$94
|
2
|
0%
|
Increased
|
|
|
1945
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$10.2K
|
-$17.3K
|
1
|
0%
|
Reduced
|
|
|
1946
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$10.2K
|
+$10.7K
|
2
|
0%
|
New
|
|
|
1947
|
Rogco LP
Claremore,
Oklahoma
|
$9.96K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1948
|
Bare Financial Services
Gap,
Pennsylvania
|
$9.72K
|
+$3.63K
|
3
|
0%
|
Increased
|
|
|
1949
|
Bangor Savings Bank
Bangor,
Maine
|
$9.59K
|
+$3.61K
|
1
|
0%
|
Increased
|
|
|
1950
|
Valued Wealth Advisors
Holladay,
Utah
|
$9.36K
|
$0
|
3
|
0%
|
Maintained
|
|