|
1951
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$141K
|
+$141K
|
2
|
0.09%
|
New
|
|
|
1952
|
Operose Advisors
Milwaukee,
Wisconsin
|
$139K
|
-$7.99K
|
1
|
0.05%
|
Reduced
|
|
|
1953
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$139K
|
+$137K
|
1
|
0.05%
|
New
|
|
|
1954
|
Sachetta
Lynnfield,
Massachusetts
|
$139K
|
-$7.82K
|
2
|
0.05%
|
Reduced
|
|
|
1955
|
MV Capital Management
Bethesda,
Maryland
|
$136K
|
+$59.4K
|
2
|
0.01%
|
Increased
|
|
|
1956
|
Caitlin John
Brighton,
Michigan
|
$135K
|
-$3.81K
|
1
|
0.09%
|
Reduced
|
|
|
1957
|
Acropolis Investment Management
St. Louis,
Missouri
|
$135K
|
+$4.2K
|
1
|
0.01%
|
Increased
|
|
|
1958
|
Raleigh Capital Management
Cary,
North Carolina
|
$133K
|
-$8.49K
|
2
|
0.05%
|
Reduced
|
|
|
1959
|
CVA Family Office
Denver,
Colorado
|
$131K
|
+$79.1K
|
2
|
0.02%
|
Increased
|
|
|
1960
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$130K
|
-$13.5K
|
2
|
0.01%
|
Reduced
|
|
|
1961
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$130K
|
+$130K
|
2
|
0.06%
|
New
|
|
|
1962
|
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
|
$126K
|
+$11.8K
|
2
|
0.04%
|
Increased
|
|
|
1963
|
Raffa Wealth Management
Washington,
District of Columbia
|
$125K
|
+$31.8K
|
2
|
0.03%
|
Increased
|
|
|
1964
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$124K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1965
|
Mendota Financial Group
Madison,
Wisconsin
|
$124K
|
-$67K
|
1
|
0.08%
|
Reduced
|
|
|
1966
|
Hollencrest Capital Management
Newport Beach,
California
|
$123K
|
-$18.1K
|
2
|
0%
|
Reduced
|
|
|
1967
|
|
$123K
|
-$1.58M
|
1
|
0.02%
|
Reduced
|
|
|
1968
|
North Star Investment Management
Chicago,
Illinois
|
$121K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1969
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$119K
|
$0
|
2
|
0.06%
|
Maintained
|
|
|
1970
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$119K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1971
|
FSA Wealth Management
Needham,
Massachusetts
|
$118K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1972
|
Oakworth Capital
Birmingham,
Alabama
|
$118K
|
-$39.6K
|
2
|
0.01%
|
Reduced
|
|
|
1973
|
Ceeto Capital Group
Coral Gables,
Florida
|
$117K
|
+$115K
|
1
|
0.04%
|
New
|
|
|
1974
|
Riverview Trust Company
Vancouver,
Washington
|
$116K
|
+$1.01K
|
2
|
0.11%
|
Increased
|
|
|
1975
|
Global Financial Private Client
Sarasota,
Florida
|
$115K
|
+$103K
|
2
|
0.04%
|
Increased
|
|