|
1951
|
TFC Financial Management
Boston,
Massachusetts
|
$5.47K
|
-$233
|
3
|
0%
|
Reduced
|
|
|
1952
|
Innovative Advisory Group
Lexington,
Massachusetts
|
$5.13K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1953
|
Total Investment Management
Scottsdale,
Arizona
|
$4.66K
|
+$4.67K
|
2
|
0%
|
New
|
|
|
1954
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
$4.38K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1955
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$4.01K
|
+$3.95K
|
3
|
0%
|
New
|
|
|
1956
|
FWL Investment Management
Dallas,
Texas
|
$3.98K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1957
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$3.62K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1958
|
Swan Capital
Pensacola,
Florida
|
$3.61K
|
-$1.59K
|
2
|
0%
|
Reduced
|
|
|
1959
|
Pacifica Partners
Surrey,
Canada
|
$3.43K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1960
|
Winch Advisory Services
Appleton,
Wisconsin
|
$3.39K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1961
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$3.26K
|
+$848
|
2
|
0%
|
Increased
|
|
|
1962
|
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
|
$3.18K
|
+$1.7K
|
1
|
0%
|
Increased
|
|
|
1963
|
Iron Horse Wealth Management
Johston,
Iowa
|
$3.18K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1964
|
Plato Investment Management
Sydney, NSW,
Australia
|
$3.17K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1965
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$2.77K
|
+$1.1K
|
3
|
0%
|
Increased
|
|
|
1966
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$2.62K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1967
|
LGT Financial Advisors
Dallas,
Texas
|
$2.51K
|
-$23.4K
|
3
|
0.01%
|
Reduced
|
|
|
1968
|
Quintet Private Bank (Europe)
Luxembourg
|
$2.39K
|
+$2.54K
|
1
|
0%
|
New
|
|
|
1969
|
Pineridge Advisors
St. Charles,
Missouri
|
$2.26K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1970
|
POM Investment Strategies
Raleigh,
North Carolina
|
$1.98K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1971
|
Tradewinds Capital Management
Bellingham,
Washington
|
$1.92K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1972
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$1.84K
|
+$327
|
2
|
0%
|
Increased
|
|
|
1973
|
Murphy & Mullick Capital Management
Smithtown,
New York
|
$1.74K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1974
|
MASECO Private Wealth
London,
|
$1.65K
|
+$1.65K
|
1
|
0%
|
New
|
|
|
1975
|
Redwood Park Advisors
Redwood City,
California
|
$1.57K
|
-$1.63K
|
1
|
0%
|
Reduced
|
|