|
1901
|
Regal Wealth Group
Seal Beach,
California
|
$83K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1902
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$82K
|
+$6.23K
|
4
|
0.03%
|
Increased
|
|
|
1903
|
Truvestments Capital
Sarasota,
Florida
|
$81K
|
+$106K
|
4
|
0.1%
|
New
|
|
|
1904
|
Resources Management Corp
West Hartford,
Connecticut
|
$80K
|
-$22.9K
|
1
|
0.02%
|
Reduced
|
|
|
1905
|
Kemnay Advisory Services
New York
|
$79K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1906
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$78K
|
-$32.7K
|
4
|
0.04%
|
Reduced
|
|
|
1907
|
American Research & Management Company
Marion,
Massachusetts
|
$72K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1908
|
CVA Family Office
Denver,
Colorado
|
$72K
|
+$85.3K
|
1
|
0.07%
|
New
|
|
|
1909
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$71.8K
|
-$5.6K
|
1
|
0.06%
|
Reduced
|
|
|
1910
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$71K
|
+$13.1K
|
3
|
0.03%
|
Increased
|
|
|
1911
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$70K
|
-$1.25K
|
3
|
0.06%
|
Reduced
|
|
|
1912
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$70K
|
-$23.5K
|
2
|
0.07%
|
Reduced
|
|
|
1913
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$69K
|
+$6.22K
|
2
|
0.03%
|
Increased
|
|
|
1914
|
City Holding Co
Charleston,
West Virginia
|
$68K
|
+$28.3K
|
4
|
0.02%
|
Increased
|
|
|
1915
|
Litman Gregory Wealth Management
Larkspur,
California
|
$68K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1916
|
|
$66K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1917
|
Winch Advisory Services
Appleton,
Wisconsin
|
$65K
|
+$5.78K
|
3
|
0.03%
|
Increased
|
|
|
1918
|
Key Financial Inc
West Chester,
Pennsylvania
|
$63K
|
+$76.5K
|
5
|
0.06%
|
New
|
|
|
1919
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$63K
|
-$6.88K
|
6
|
0.07%
|
Reduced
|
|
|
1920
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$63K
|
+$92
|
3
|
0.06%
|
Increased
|
|
|
1921
|
Tarbox Family Office
Newport Beach,
California
|
$62K
|
-$59.2K
|
7
|
0.02%
|
Reduced
|
|
|
1922
|
Bogart Wealth LLC
Mclean,
Virginia
|
$60K
|
-$794
|
2
|
0.02%
|
Reduced
|
|
|
1923
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$60K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1924
|
Islay Capital Management
Lubbock,
Texas
|
$59K
|
+$91.5K
|
1
|
0.08%
|
New
|
|
|
1925
|
Spectrum Management Group
Indianapolis,
Indiana
|
$59K
|
-$119K
|
1
|
0.02%
|
Reduced
|
|