|
1926
|
Monroe Bank & Trust
Monroe,
Michigan
|
$130K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1927
|
S Squared Technology
New York
|
$130K
|
+$125K
|
1
|
0.17%
|
Increased
|
|
|
1928
|
High Point Bank & Trust
High Point,
North Carolina
|
$117K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1929
|
Valley National Bancorp
New York
|
$116K
|
-$180K
|
1
|
0.15%
|
Reduced
|
|
|
1930
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$107K
|
+$1.1K
|
1
|
0.06%
|
Increased
|
|
|
1931
|
|
$107K
|
-$293K
|
1
|
0.03%
|
Reduced
|
|
|
1932
|
Zions Trust National Association
Salt Lake City,
Utah
|
$107K
|
$0
|
1
|
0.15%
|
Maintained
|
|
|
1933
|
Edge Wealth Management
New York
|
$105K
|
-$163K
|
2
|
0.04%
|
Reduced
|
|
|
1934
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$105K
|
+$122K
|
1
|
0.04%
|
New
|
|
|
1935
|
Welch Group
Birmingham,
Alabama
|
$104K
|
-$13.2K
|
1
|
0.02%
|
Reduced
|
|
|
1936
|
ClariVest Asset Management
San Diego,
California
|
$102K
|
+$79.9K
|
1
|
0%
|
Increased
|
|
|
1937
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$101K
|
+$10K
|
4
|
0.11%
|
Increased
|
|
|
1938
|
Reilly Financial Advisors
La Mesa,
California
|
$97K
|
-$2.12K
|
4
|
0.02%
|
Reduced
|
|
|
1939
|
Domini Impact Investments
New York
|
$94K
|
+$8.12K
|
1
|
5.39%
|
Increased
|
|
|
1940
|
Antonetti Capital Management
Naples,
Florida
|
$87K
|
-$5K
|
2
|
0.08%
|
Reduced
|
|
|
1941
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$86K
|
+$85.7K
|
2
|
0.08%
|
New
|
|
|
1942
|
Financial Management Professionals
Austin,
Texas
|
$83K
|
$0
|
3
|
0.06%
|
Maintained
|
|
|
1943
|
Integrated Wealth Counsel
Carmel,
California
|
$77K
|
-$9.7K
|
2
|
0.06%
|
Reduced
|
|
|
1944
|
Trust & Fiduciary Management Services
Boston,
Massachusetts
|
$77K
|
+$16.2K
|
1
|
0.04%
|
Increased
|
|
|
1945
|
Park Circle Company
Baltimore,
Maryland
|
$75K
|
+$77.3K
|
1
|
0.06%
|
New
|
|
|
1946
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$70K
|
-$47.2K
|
2
|
0.03%
|
Reduced
|
|
|
1947
|
Lenox Wealth Advisors
New York
|
$70K
|
-$19.6K
|
1
|
0.04%
|
Reduced
|
|
|
1948
|
Hanseatic Management Services
Albuquerque,
New Mexico
|
$68.3K
|
+$404K
|
4
|
2.06%
|
New
|
|
|
1949
|
Madden Advisory Services
Jacksonville,
Florida
|
$68K
|
+$5.32K
|
2
|
0.04%
|
Increased
|
|
|
1950
|
Tarbox Family Office
Newport Beach,
California
|
$68K
|
-$106K
|
5
|
0.06%
|
Reduced
|
|