|
1926
|
Fairscale Capital
Nashua,
New Hampshire
|
$827K
|
$0
|
1
|
0.49%
|
Maintained
|
|
|
1927
|
Acima Private Wealth
Richmond,
Virginia
|
$826K
|
$0
|
2
|
0.24%
|
Maintained
|
|
|
1928
|
John W. Bristol & Co
New York
|
$825K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1929
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$822K
|
-$298K
|
1
|
0.08%
|
Reduced
|
|
|
1930
|
Norris Perne & French
Grand Rapids,
Michigan
|
$818K
|
+$582K
|
1
|
0.03%
|
New
|
|
|
1931
|
BNB Wealth Management
Silver Spring,
Maryland
|
$817K
|
+$91K
|
1
|
0.45%
|
Increased
|
|
|
1932
|
Davis Rea
Toronto,
Ontario, Canada
|
$817K
|
+$582K
|
1
|
0.23%
|
New
|
|
|
1933
|
Sagewood Asset Management
New York
|
$817K
|
+$204K
|
1
|
0.18%
|
Increased
|
|
|
1934
|
Lodestar Private Asset Management
Alamo,
California
|
$816K
|
-$546
|
1
|
0.07%
|
Reduced
|
|
|
1935
|
6th Street Advisors
Daphne,
Alabama
|
$815K
|
+$57
|
1
|
0.47%
|
Increased
|
|
|
1936
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$813K
|
+$671K
|
2
|
0.2%
|
New
|
|
|
1937
|
Triad Wealth Partners
Lawrence,
Kansas
|
$812K
|
+$18.9K
|
1
|
0.05%
|
Increased
|
|
|
1938
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$809K
|
-$6K
|
1
|
0.2%
|
Reduced
|
|
|
1939
|
Alta Advisers
London,
United Kingdom
|
$803K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
1940
|
JMN Financial
New Albany,
Ohio
|
$802K
|
+$159K
|
1
|
0.62%
|
Increased
|
|
|
1941
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$801K
|
+$60.6K
|
2
|
0.09%
|
Increased
|
|
|
1942
|
Welch & Forbes
Boston,
Massachusetts
|
$800K
|
+$225K
|
2
|
0.01%
|
Increased
|
|
|
1943
|
Samalin Investment Counsel
Chappaqua,
New York
|
$798K
|
+$321K
|
2
|
0.25%
|
Increased
|
|
|
1944
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$797K
|
+$50.2K
|
1
|
0.04%
|
Increased
|
|
|
1945
|
Kadensa Capital
Central,
Hong Kong
|
$796K
|
-$23M
|
1
|
0.17%
|
Reduced
|
|
|
1946
|
BIP Wealth
Atlanta,
Georgia
|
$795K
|
+$431K
|
2
|
0.02%
|
Increased
|
|
|
1947
|
Elevated Private Wealth
Brookfield,
Wisconsin
|
$794K
|
+$566K
|
1
|
0.75%
|
New
|
|
|
1948
|
Schear Investment Advisers
Cincinnati,
Ohio
|
$793K
|
+$215K
|
1
|
0.27%
|
Increased
|
|
|
1949
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$792K
|
+$44.9K
|
1
|
0.07%
|
Increased
|
|
|
1950
|
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
|
$792K
|
+$564K
|
1
|
0.46%
|
New
|
|