|
1926
|
Kemnay Advisory Services
New York
|
$63K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1927
|
City Holding Co
Charleston,
West Virginia
|
$62K
|
-$17.8K
|
3
|
0.01%
|
Reduced
|
|
|
1928
|
CX Institutional
Auburn,
Indiana
|
$62K
|
+$1.69K
|
2
|
0.01%
|
Increased
|
|
|
1929
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$61.1K
|
+$4.23K
|
1
|
0.04%
|
Increased
|
|
|
1930
|
Lenox Wealth Advisors
New York
|
$59K
|
+$11.9K
|
3
|
0.01%
|
Increased
|
|
|
1931
|
Firestone Capital Management
Coral Gables,
Florida
|
$58K
|
+$47.1K
|
3
|
0.02%
|
New
|
|
|
1932
|
First Bank & Trust
Brookings,
South Dakota
|
$58K
|
+$25.7K
|
2
|
0.04%
|
Increased
|
|
|
1933
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$58K
|
+$52.8K
|
3
|
0.04%
|
New
|
|
|
1934
|
American Research & Management Company
Marion,
Massachusetts
|
$57K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1935
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$57K
|
$0
|
5
|
0.05%
|
Maintained
|
|
|
1936
|
Weaver Consulting Group
Huntington Beach,
California
|
$56K
|
$0
|
4
|
0.03%
|
Maintained
|
|
|
1937
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$55K
|
+$27.3K
|
3
|
0%
|
Increased
|
|
|
1938
|
Winch Advisory Services
Appleton,
Wisconsin
|
$55K
|
-$67.3K
|
3
|
0.03%
|
Reduced
|
|
|
1939
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$55K
|
+$24K
|
4
|
0.03%
|
Increased
|
|
|
1940
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$54K
|
$0
|
2
|
0.01%
|
Maintained
|
|
|
1941
|
AllSquare Wealth Management
Albany,
New York
|
$54K
|
$0
|
2
|
0.04%
|
Maintained
|
|
|
1942
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$54K
|
+$11.5K
|
3
|
0.01%
|
Increased
|
|
|
1943
|
Litman Gregory Wealth Management
Larkspur,
California
|
$54K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1944
|
Duncker Streett & Co
St. Louis,
Missouri
|
$52K
|
+$49.2K
|
3
|
0.01%
|
New
|
|
|
1945
|
Gleason Group
Prospect,
Kentucky
|
$52K
|
+$48.3K
|
1
|
0.03%
|
New
|
|
|
1946
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$51K
|
+$39.4K
|
2
|
0.02%
|
New
|
|
|
1947
|
Kelly Lawrence W & Associates
Pasadens,
California
|
$50K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1948
|
Black Diamond Financial
Towson,
Maryland
|
$49K
|
+$52.5K
|
1
|
0.04%
|
New
|
|
|
1949
|
Retirement Group
San Diego,
California
|
$49K
|
+$38.4K
|
1
|
0.03%
|
New
|
|
|
1950
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$48K
|
+$37.4K
|
1
|
0.05%
|
New
|
|