|
1926
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$17.1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1927
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$16.6K
|
+$1.22K
|
3
|
0%
|
Increased
|
|
|
1928
|
Advantage Trust Company
Salina,
Kansas
|
$16.2K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1929
|
Wormser Freres Gestion
Paris,
France
|
$16.2K
|
+$14.4K
|
1
|
0.01%
|
New
|
|
|
1930
|
Kings Path Partners
Sugar Land,
Texas
|
$16.1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1931
|
Minot DeBlois Advisors
Boston,
Massachusetts
|
$15.9K
|
+$14.2K
|
1
|
0.01%
|
New
|
|
|
1932
|
Hoey Investments
Coatesville,
Pennsylvania
|
$15.8K
|
+$5.42K
|
1
|
0%
|
Increased
|
|
|
1933
|
Buck Wealth Strategies
Denver,
Colorado
|
$15.7K
|
+$16.6K
|
1
|
0%
|
New
|
|
|
1934
|
Vision Retirement
Ridgewood,
New Jersey
|
$15.6K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1935
|
Nemes Rush Group
Novi,
Michigan
|
$15.3K
|
-$144
|
2
|
0%
|
Reduced
|
|
|
1936
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$15.1K
|
+$6.59K
|
2
|
0%
|
Increased
|
|
|
1937
|
West Branch Capital
Amherst,
Massachusetts
|
$14.9K
|
$0
|
2
|
0%
|
Maintained
|
|
|
1938
|
ORG Wealth Partners
Dallas,
Texas
|
$14.7K
|
-$875
|
1
|
0%
|
Reduced
|
|
|
1939
|
High Note Wealth
Deephaven,
Minnesota
|
$14.5K
|
+$1.05K
|
2
|
0%
|
Increased
|
|
|
1940
|
Clark Wealth Partners
O'fallon,
Illinois
|
$14.5K
|
-$1.95K
|
2
|
0.01%
|
Reduced
|
|
|
1941
|
West Paces Advisors
Atlanta,
Georgia
|
$14.5K
|
+$12.6K
|
3
|
0%
|
New
|
|
|
1942
|
Principia Wealth Advisory
Dallas,
Texas
|
$14.4K
|
+$1.86K
|
3
|
0.01%
|
Increased
|
|
|
1943
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$13.9K
|
-$18.3K
|
2
|
0%
|
Reduced
|
|
|
1944
|
JBF Capital
Aspen,
Colorado
|
$13.8K
|
+$17.6K
|
1
|
0%
|
New
|
|
|
1945
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$13.8K
|
+$2.86K
|
2
|
0.01%
|
Increased
|
|
|
1946
|
NBH Bank
Greenwood Village,
Colorado
|
$13.1K
|
+$11.3K
|
2
|
0.01%
|
New
|
|
|
1947
|
Community Financial Services Group
Newport,
Vermont
|
$12.9K
|
+$11.4K
|
2
|
0%
|
New
|
|
|
1948
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$12.8K
|
-$24.5K
|
3
|
0%
|
Reduced
|
|
|
1949
|
Gleason Group
Prospect,
Kentucky
|
$12.5K
|
+$10.4K
|
2
|
0%
|
New
|
|
|
1950
|
Caldwell Trust
Venice,
Florida
|
$12.3K
|
$0
|
1
|
0%
|
Maintained
|
|