|
1926
|
Opal Wealth Advisors
Jericho,
New York
|
$102K
|
+$108K
|
7
|
0.03%
|
New
|
|
|
1927
|
EntryPoint Capital
New York
|
$102K
|
-$47.3K
|
5
|
0.05%
|
Reduced
|
|
|
1928
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$99.9K
|
+$113K
|
1
|
0.01%
|
New
|
|
|
1929
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$97K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1930
|
Hilltop National Bank
Casper,
Wyoming
|
$97K
|
+$13K
|
7
|
0.03%
|
Increased
|
|
|
1931
|
|
$94.7K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1932
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$94.7K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
1933
|
Albion Financial Group
Salt Lake City,
Utah
|
$93.4K
|
+$413
|
3
|
0.01%
|
Increased
|
|
|
1934
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
$93K
|
+$106K
|
1
|
0.06%
|
New
|
|
|
1935
|
Concord Wealth Partners
Abingdon,
Virginia
|
$91.3K
|
-$29.3K
|
4
|
0.02%
|
Reduced
|
|
|
1936
|
Teton Advisors
Rye,
New York
|
$90.4K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1937
|
Abich Financial Wealth Management
Ashburn,
Virginia
|
$89.8K
|
+$101K
|
2
|
0.06%
|
Increased
|
|
|
1938
|
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
$89.3K
|
$0
|
3
|
0.01%
|
Maintained
|
|
|
1939
|
Tortoise Investment Management
White Plains,
New York
|
$89.1K
|
+$13.2K
|
4
|
0.01%
|
Increased
|
|
|
1940
|
Pin Oak Investment Advisors
Houston,
Texas
|
$89K
|
$0
|
4
|
0.09%
|
Maintained
|
|
|
1941
|
Bruce G. Allen Investments
Denver,
Colorado
|
$89K
|
+$50.9K
|
5
|
0.07%
|
Increased
|
|
|
1942
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$88.3K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1943
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$88.2K
|
-$4.8K
|
2
|
0.03%
|
Reduced
|
|
|
1944
|
Addison Advisors
Middlebury,
Vermont
|
$87.7K
|
-$178
|
4
|
0.03%
|
Reduced
|
|
|
1945
|
Advantage Trust Company
Salina,
Kansas
|
$87.6K
|
$0
|
3
|
0.06%
|
Maintained
|
|
|
1946
|
Bare Financial Services
Gap,
Pennsylvania
|
$87.5K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1947
|
Bogart Wealth LLC
Mclean,
Virginia
|
$86.6K
|
+$63.4K
|
5
|
0%
|
Increased
|
|
|
1948
|
Salomon & Ludwin
Richmond,
Virginia
|
$86.3K
|
-$77.9K
|
3
|
0.01%
|
Reduced
|
|
|
1949
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$86K
|
+$787
|
3
|
0.02%
|
Increased
|
|
|
1950
|
Caitlin John
Brighton,
Michigan
|
$85.8K
|
+$63.7K
|
6
|
0.06%
|
Increased
|
|