|
1951
|
IFS Advisors
Overland Park,
Kansas
|
$12.1K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1952
|
Bullock Wealth Management
Bloomington,
Indiana
|
$12.1K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1953
|
BOK Financial Private Wealth
Denver,
Colorado
|
$11.9K
|
+$7.38K
|
1
|
0%
|
Increased
|
|
|
1954
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$10.9K
|
+$9.8K
|
2
|
0%
|
New
|
|
|
1955
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$10.3K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1956
|
Frazier Financial Advisors
Columbus,
Ohio
|
$10.3K
|
+$3.87K
|
2
|
0.01%
|
Increased
|
|
|
1957
|
Kessler Investment Group
Columbus,
Indiana
|
$10.2K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1958
|
Planning Capital Management Corporation
Paoli,
Pennsylvania
|
$9.6K
|
-$71.6K
|
1
|
0.01%
|
Reduced
|
|
|
1959
|
Nordwand Advisors
Radnor,
Pennsylvania
|
$9.5K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1960
|
McIlrath & Eck
Arlington,
Washington
|
$9.38K
|
+$4.85K
|
1
|
0%
|
Increased
|
|
|
1961
|
Caldwell Trust
Venice,
Florida
|
$8.98K
|
-$4.05K
|
1
|
0%
|
Reduced
|
|
|
1962
|
Advisory Alpha
Holland,
Michigan
|
$8.82K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1963
|
Tortoise Investment Management
White Plains,
New York
|
$8.65K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1964
|
PayPay Securities
Tokyo,
Japan
|
$8.64K
|
-$9.36K
|
2
|
0.43%
|
Reduced
|
|
|
1965
|
|
$8.48K
|
+$5.76K
|
1
|
0%
|
New
|
|
|
1966
|
Community Bank
Dewitt,
New York
|
$8.37K
|
-$4.6K
|
1
|
0%
|
Reduced
|
|
|
1967
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$8.31K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1968
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$8.22K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1969
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$7.84K
|
+$7.18K
|
1
|
0%
|
New
|
|
|
1970
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$7.37K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1971
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$7.24K
|
-$1.66K
|
1
|
0%
|
Reduced
|
|
|
1972
|
J. Safra Asset Management
New York
|
$6.89K
|
+$4.68K
|
1
|
0%
|
New
|
|
|
1973
|
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
|
$6.77K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1974
|
LifeSteps Financial
Claremont,
California
|
$6.76K
|
+$4.62K
|
2
|
0.01%
|
New
|
|
|
1975
|
BFSG LLC
Irvine,
California
|
$6.7K
|
-$4.3K
|
1
|
0%
|
Reduced
|
|