|
1901
|
First American Bank
Dundee,
Illinois
|
$6.18M
|
-$131K
|
3
|
0.35%
|
Reduced
|
|
|
1902
|
F/M Investments
Washington,
District of Columbia
|
$6.17M
|
-$455K
|
5
|
0.31%
|
Reduced
|
|
|
1903
|
Capital Planning
Bellevue,
Washington
|
$6.16M
|
-$68.4K
|
1
|
1.8%
|
Reduced
|
|
|
1904
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$6.16M
|
+$43.6K
|
4
|
0.35%
|
Increased
|
|
|
1905
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$6.16M
|
-$316K
|
1
|
6.05%
|
Reduced
|
|
|
1906
|
Figure 8 Investment Strategies
Boise,
Idaho
|
$6.14M
|
-$389K
|
3
|
5.19%
|
Reduced
|
|
|
1907
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$6.14M
|
-$1.69M
|
27
|
0.58%
|
Reduced
|
|
|
1908
|
First Financial Bankshares
Abilene,
Texas
|
$6.13M
|
-$380K
|
3
|
0.11%
|
Reduced
|
|
|
1909
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$6.13M
|
+$262K
|
7
|
0.15%
|
Increased
|
|
|
1910
|
Patron Partners
Houston,
Texas
|
$6.13M
|
+$824K
|
4
|
2.36%
|
Increased
|
|
|
1911
|
Paradigm Asset Management
New York
|
$6.13M
|
+$3.48M
|
4
|
1.31%
|
Increased
|
|
|
1912
|
Emerald Advisers
Leola,
Pennsylvania
|
$6.13M
|
-$137M
|
3
|
0.14%
|
Reduced
|
|
|
1913
|
Shah Wealth Advisors
Chino Hills,
California
|
$6.13M
|
+$5.31M
|
3
|
1.41%
|
New
|
|
|
1914
|
Douglass Winthrop Advisors
New York
|
$6.12M
|
+$445K
|
5
|
0.11%
|
Increased
|
|
|
1915
|
Romano Brothers & Co
Evanston,
Illinois
|
$6.12M
|
-$85.6K
|
3
|
0.62%
|
Reduced
|
|
|
1916
|
First National Bank of Mount Dora
Mount Dora,
Florida
|
$6.11M
|
-$65.6K
|
3
|
1.22%
|
Reduced
|
|
|
1917
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$6.1M
|
-$532K
|
3
|
1.46%
|
Reduced
|
|
|
1918
|
Univest Financial
Souderton,
Pennsylvania
|
$6.1M
|
-$206K
|
4
|
0.3%
|
Reduced
|
|
|
1919
|
WESPAC Advisors SoCal
Pasadena,
California
|
$6.05M
|
-$154K
|
1
|
1.08%
|
Reduced
|
|
|
1920
|
Aquamarine Financial
George Town,
|
$6.04M
|
$0
|
1
|
0.33%
|
Maintained
|
|
|
1921
|
Beacon Investment Advisors
Gaithersburg,
Maryland
|
$6.03M
|
+$10.5K
|
2
|
1.89%
|
Increased
|
|
|
1922
|
Mission Creek Capital Partners
San Francisco,
California
|
$6.01M
|
+$521K
|
2
|
1.06%
|
Increased
|
|
|
1923
|
Invesco LLC (Illinois)
Des Plaines,
Illinois
|
$6M
|
-$498K
|
2
|
1.86%
|
Reduced
|
|
|
1924
|
Win Advisors
Palm Beach Gardens,
Florida
|
$6M
|
+$59.6K
|
3
|
2.14%
|
Increased
|
|
|
1925
|
Stiles Financial Services
Edina,
Minnesota
|
$6M
|
-$177K
|
3
|
1.51%
|
Reduced
|
|