|
1926
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$118K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1927
|
Sittner & Nelson
Eugene,
Oregon
|
$118K
|
-$1.7K
|
1
|
0.04%
|
Reduced
|
|
|
1928
|
Grove Bank & Trust
Miami,
Florida
|
$117K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
1929
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$117K
|
+$65.3K
|
7
|
0.01%
|
Increased
|
|
|
1930
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$116K
|
-$1.6K
|
1
|
0.05%
|
Reduced
|
|
|
1931
|
CGC Financial Services
Lake Oswego,
Oregon
|
$115K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1932
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$113K
|
$0
|
4
|
0.02%
|
Maintained
|
|
|
1933
|
Capula Management
Grand Cayman,
Cayman Islands
|
$111K
|
-$160K
|
1
|
0%
|
Reduced
|
|
|
1934
|
Evelyn Partners Asset Management
London,
|
$111K
|
+$118K
|
1
|
0.03%
|
New
|
|
|
1935
|
MCF Advisors
Covington,
Kentucky
|
$111K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1936
|
True Wealth Design
Akron,
Ohio
|
$110K
|
-$2.16K
|
11
|
0.03%
|
Reduced
|
|
|
1937
|
Elevation Wealth Partners
Santa Rosa,
California
|
$109K
|
+$8.84K
|
2
|
0.04%
|
Increased
|
|
|
1938
|
Banque Transatlantique
Paris,
France
|
$107K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1939
|
Abound Wealth Management
Franklin,
Tennessee
|
$106K
|
$0
|
6
|
0.03%
|
Maintained
|
|
|
1940
|
Chung Wu Investment Group
Sugar Land,
Texas
|
$105K
|
$0
|
1
|
0.09%
|
Maintained
|
|
|
1941
|
Bruce G. Allen Investments
Denver,
Colorado
|
$103K
|
-$3K
|
5
|
0.07%
|
Reduced
|
|
|
1942
|
Golden State Wealth Management
Santa Ana,
California
|
$101K
|
+$14.4K
|
4
|
0.01%
|
Increased
|
|
|
1943
|
Trust Company
Manhattan,
Kansas
|
$100K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1944
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$100K
|
+$1.8K
|
4
|
0.01%
|
Increased
|
|
|
1945
|
Rise Advisors
Rochester,
New York
|
$98.6K
|
+$1.23K
|
7
|
0.04%
|
Increased
|
|
|
1946
|
First Command Advisory Services
Fort Worth,
Texas
|
$97.4K
|
-$862
|
1
|
0%
|
Reduced
|
|
|
1947
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$97K
|
+$277
|
2
|
0.02%
|
Increased
|
|
|
1948
|
Financial Perspectives
Minneapolis,
Minnesota
|
$94.7K
|
+$9.65K
|
1
|
0.03%
|
Increased
|
|
|
1949
|
Mendota Financial Group
Madison,
Wisconsin
|
$94K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1950
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$93.1K
|
-$14.9K
|
2
|
0.01%
|
Reduced
|
|