|
1926
|
Forum Finance Group
Geneva,
|
$2K
|
+$2.17K
|
1
|
0%
|
New
|
|
|
1927
|
Solstein Capital
Menlo Park,
California
|
$1.95K
|
-$3.57K
|
1
|
0%
|
Reduced
|
|
|
1928
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$1.95K
|
+$1.93K
|
1
|
0%
|
Increased
|
|
|
1929
|
Fortis Group Advisors
Westwood,
New Jersey
|
$1.91K
|
-$1.05M
|
1
|
0%
|
Reduced
|
|
|
1930
|
United Community Bank
Greenville,
South Carolina
|
$1.89K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1931
|
Pioneer Family Office
North Miami Beach,
Florida
|
$1.81K
|
-$15.3K
|
1
|
0%
|
Reduced
|
|
|
1932
|
NorthAvenue LLC
Columbus,
Ohio
|
$1.73K
|
-$394
|
2
|
0%
|
Reduced
|
|
|
1933
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$1.69K
|
+$1.85K
|
2
|
0%
|
New
|
|
|
1934
|
GoalVest Advisory
New York
|
$1.63K
|
-$1.61M
|
1
|
0%
|
Reduced
|
|
|
1935
|
Kimelman & Baird
New York
|
$1.57K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1936
|
Godfrey Financial Associates
Glenmont,
New York
|
$1.49K
|
-$145
|
1
|
0%
|
Reduced
|
|
|
1937
|
Bare Financial Services
Gap,
Pennsylvania
|
$1.41K
|
-$598
|
2
|
0%
|
Reduced
|
|
|
1938
|
Your Advocates Ltd
Houston,
Texas
|
$1.4K
|
+$984
|
1
|
0%
|
Increased
|
|
|
1939
|
Raleigh Capital Management
Cary,
North Carolina
|
$1.36K
|
-$55K
|
1
|
0%
|
Reduced
|
|
|
1940
|
MASECO Private Wealth
London,
|
$1.31K
|
-$1.3K
|
1
|
0%
|
Reduced
|
|
|
1941
|
United Financial Planning Group
Hauppauge,
New York
|
$1.31K
|
-$7.19K
|
1
|
0%
|
Reduced
|
|
|
1942
|
William B. Walkup & Associates
Columbia,
South Carolina
|
$1.21K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1943
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$1.15K
|
-$1.45K
|
2
|
0%
|
Reduced
|
|
|
1944
|
Luken Investment Analytics
Brentwood,
Tennessee
|
$1.13K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1945
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$1.05K
|
+$1.18K
|
1
|
0%
|
New
|
|
|
1946
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$1.05K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1947
|
Winthrop Capital Management
Carmel,
Indiana
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1948
|
CGC Financial Services
Lake Oswego,
Oregon
|
$905
|
$0
|
1
|
0%
|
Maintained
|
|
|
1949
|
Country Trust Bank
Bloomington,
Illinois
|
$905
|
-$5.84K
|
1
|
0%
|
Reduced
|
|
|
1950
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$859
|
$0
|
1
|
0%
|
Maintained
|
|