|
1901
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$166K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1902
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$166K
|
-$435
|
3
|
0%
|
Reduced
|
|
|
1903
|
Pier 88 Investment Partners
San Francisco,
California
|
$164K
|
-$389K
|
1
|
0.03%
|
Reduced
|
|
|
1904
|
TFC Financial Management
Boston,
Massachusetts
|
$164K
|
+$12.4K
|
7
|
0.02%
|
Increased
|
|
|
1905
|
Financial Management Professionals
Austin,
Texas
|
$161K
|
+$75.2K
|
3
|
0.02%
|
Increased
|
|
|
1906
|
Close Asset Management
London,
United Kingdom
|
$160K
|
-$43.7M
|
2
|
0%
|
Reduced
|
|
|
1907
|
Evelyn Partners Investment Management Services
London,
|
$156K
|
+$71.3K
|
1
|
0.03%
|
Increased
|
|
|
1908
|
Optiver Holding
Amsterdam,
Netherlands
|
$156K
|
+$72.6K
|
2
|
0%
|
Increased
|
|
|
1909
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$153K
|
-$3.93K
|
1
|
0.03%
|
Reduced
|
|
|
1910
|
Grove Bank & Trust
Miami,
Florida
|
$150K
|
+$34.4K
|
3
|
0.02%
|
Increased
|
|
|
1911
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$148K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1912
|
Dynamic Wealth Strategies
Granite Bay,
California
|
$147K
|
+$158K
|
1
|
0.12%
|
New
|
|
|
1913
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$147K
|
+$9.11K
|
1
|
0.02%
|
Increased
|
|
|
1914
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$147K
|
-$13.6K
|
2
|
0.01%
|
Reduced
|
|
|
1915
|
PFG Private Wealth Management
Lutz,
Florida
|
$147K
|
+$25.4K
|
1
|
0.08%
|
Increased
|
|
|
1916
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$143K
|
+$100K
|
2
|
0.05%
|
Increased
|
|
|
1917
|
Centerpoint Advisors
Needham,
Massachusetts
|
$139K
|
-$6K
|
1
|
0.05%
|
Reduced
|
|
|
1918
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$137K
|
$0
|
3
|
0.07%
|
Maintained
|
|
|
1919
|
CGC Financial Services
Lake Oswego,
Oregon
|
$136K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1920
|
Community Bank
Dewitt,
New York
|
$136K
|
-$131K
|
2
|
0.02%
|
Reduced
|
|
|
1921
|
Wayfinding Financial
Lynnwood,
Washington
|
$133K
|
+$136K
|
4
|
0.06%
|
New
|
|
|
1922
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$132K
|
+$10.7K
|
4
|
0.01%
|
Increased
|
|
|
1923
|
Pacific Center for Financial Services
San Ramon,
California
|
$128K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1924
|
Bell Investment Advisors
Oakland,
California
|
$128K
|
-$2.44K
|
9
|
0.02%
|
Reduced
|
|
|
1925
|
FSA Wealth Management
Needham,
Massachusetts
|
$124K
|
-$108K
|
2
|
0.05%
|
Reduced
|
|