|
1951
|
Adalta Capital Management
New York
|
$124K
|
-$101K
|
1
|
0.06%
|
Reduced
|
|
|
1952
|
High Note Wealth
Deephaven,
Minnesota
|
$120K
|
-$584
|
6
|
0.03%
|
Reduced
|
|
|
1953
|
Caitong International Asset Management
Hong Kong
|
$119K
|
-$325K
|
4
|
0.09%
|
Reduced
|
|
|
1954
|
FSA Wealth Management
Needham,
Massachusetts
|
$119K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
1955
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
$118K
|
-$506K
|
1
|
0.07%
|
Reduced
|
|
|
1956
|
Penserra Capital Management
Orinda,
California
|
$115K
|
-$964K
|
6
|
0%
|
Reduced
|
|
|
1957
|
Elevation Wealth Partners
Santa Rosa,
California
|
$113K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1958
|
Key Financial Inc
West Chester,
Pennsylvania
|
$111K
|
$0
|
2
|
0.02%
|
Maintained
|
|
|
1959
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$109K
|
-$986
|
1
|
0.01%
|
Reduced
|
|
|
1960
|
Grove Bank & Trust
Miami,
Florida
|
$107K
|
-$49.8K
|
3
|
0.01%
|
Reduced
|
|
|
1961
|
Vega Investment Solutions
Paris,
France
|
$106K
|
-$9.18M
|
3
|
0.03%
|
Reduced
|
|
|
1962
|
Sittner & Nelson
Eugene,
Oregon
|
$105K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1963
|
Ramirez Asset Management
New York
|
$105K
|
-$863
|
2
|
0.02%
|
Reduced
|
|
|
1964
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$105K
|
+$1.13K
|
4
|
0.02%
|
Increased
|
|
|
1965
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$103K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1966
|
Anfield Capital Management
Irvine,
California
|
$103K
|
+$97.2K
|
1
|
0.03%
|
Increased
|
|
|
1967
|
True Wealth Design
Akron,
Ohio
|
$102K
|
+$27.4K
|
12
|
0.04%
|
Increased
|
|
|
1968
|
Abound Wealth Management
Franklin,
Tennessee
|
$101K
|
-$686
|
6
|
0.03%
|
Reduced
|
|
|
1969
|
Bruce G. Allen Investments
Denver,
Colorado
|
$99.6K
|
+$8.13K
|
5
|
0.08%
|
Increased
|
|
|
1970
|
DecisionPoint Financial
Mesa,
Arizona
|
$99.4K
|
+$1.14K
|
3
|
0.03%
|
Increased
|
|
|
1971
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$99K
|
+$7.91K
|
2
|
0.02%
|
Increased
|
|
|
1972
|
Rise Advisors
Rochester,
New York
|
$97.5K
|
+$149
|
7
|
0.04%
|
Increased
|
|
|
1973
|
MCF Advisors
Covington,
Kentucky
|
$97K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1974
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$96.8K
|
+$40.3K
|
3
|
0%
|
Increased
|
|
|
1975
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$95.9K
|
-$13.4K
|
4
|
0.01%
|
Reduced
|
|