|
1901
|
Holderness Investments Company
Greensboro,
North Carolina
|
$6.15M
|
+$372K
|
5
|
1.03%
|
Increased
|
|
|
1902
|
First Command Advisory Services
Fort Worth,
Texas
|
$6.15M
|
-$1.21M
|
10
|
0.04%
|
Reduced
|
|
|
1903
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$6.15M
|
+$2.46M
|
8
|
1.49%
|
Increased
|
|
|
1904
|
Quotient Wealth Partners
Dallas,
Texas
|
$6.14M
|
-$67.7K
|
5
|
0.15%
|
Reduced
|
|
|
1905
|
First Bankers Trust
Louisville,
Kentucky
|
$6.12M
|
-$534K
|
4
|
1.91%
|
Reduced
|
|
|
1906
|
GAM Holding
Zurich,
Switzerland
|
$6.12M
|
+$2.91M
|
3
|
0.47%
|
Increased
|
|
|
1907
|
Proficio Capital Partners
Newton,
Massachusetts
|
$6.12M
|
-$3.73M
|
8
|
0.22%
|
Reduced
|
|
|
1908
|
|
$6.11M
|
+$1.9M
|
11
|
1.82%
|
Increased
|
|
|
1909
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$6.09M
|
-$73.7K
|
2
|
1.45%
|
Reduced
|
|
|
1910
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$6.09M
|
+$1.28M
|
1
|
3.13%
|
Increased
|
|
|
1911
|
Terra Nova Asset Management
New York
|
$6.08M
|
+$477K
|
5
|
3.72%
|
Increased
|
|
|
1912
|
Keel Point
Huntsville,
Alabama
|
$6.07M
|
+$60.5K
|
5
|
0.36%
|
Increased
|
|
|
1913
|
IAM Advisory
Easton,
Pennsylvania
|
$6.07M
|
+$74.7K
|
4
|
1.18%
|
Increased
|
|
|
1914
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$6.07M
|
-$631K
|
6
|
1.15%
|
Reduced
|
|
|
1915
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$6.07M
|
+$20.1K
|
3
|
0.62%
|
Increased
|
|
|
1916
|
Farmers National Bank
Danville,
Kentucky
|
$6.06M
|
-$187K
|
3
|
1.27%
|
Reduced
|
|
|
1917
|
Third View Private Wealth
Westport,
Connecticut
|
$6.06M
|
-$1.28M
|
6
|
0.74%
|
Reduced
|
|
|
1918
|
|
$6.04M
|
-$118K
|
1
|
2.89%
|
Reduced
|
|
|
1919
|
Transcend Capital Advisors
Madison,
New Jersey
|
$6.04M
|
-$297K
|
8
|
0.41%
|
Reduced
|
|
|
1920
|
Diametric Capital
Boston,
Massachusetts
|
$6.04M
|
+$2.55M
|
10
|
0.64%
|
Increased
|
|
|
1921
|
Sherman Porfolios
Coeur D'alene,
Idaho
|
$6.03M
|
-$90.8K
|
5
|
0.47%
|
Reduced
|
|
|
1922
|
Baer Investment Advisory
Corte Madera,
California
|
$6.03M
|
+$15.4K
|
1
|
5.05%
|
Increased
|
|
|
1923
|
Colonial River Investments
Midlothian,
Virginia
|
$6.03M
|
-$84.6K
|
4
|
1.72%
|
Reduced
|
|
|
1924
|
DLK Investment Management
Solana Beach,
California
|
$6.01M
|
+$2.07M
|
1
|
2.56%
|
Increased
|
|
|
1925
|
BIP Wealth
Atlanta,
Georgia
|
$5.99M
|
+$996K
|
5
|
0.17%
|
Increased
|
|