|
1951
|
WealthPLAN Partners
Omaha,
Nebraska
|
$2.11M
|
-$440K
|
1
|
0.4%
|
Reduced
|
|
|
1952
|
Swiss Re
Zurich,
Switzerland
|
$2.11M
|
+$1.84M
|
1
|
0.19%
|
Increased
|
|
|
1953
|
CFM Wealth Partners
Austin,
Texas
|
$2.11M
|
+$67.6K
|
1
|
0.27%
|
Increased
|
|
|
1954
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$2.11M
|
+$1.28M
|
1
|
0.08%
|
Increased
|
|
|
1955
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$2.1M
|
-$116K
|
1
|
0.21%
|
Reduced
|
|
|
1956
|
Consolidated Investment Group
Englewood,
Colorado
|
$2.1M
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
1957
|
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
|
$2.1M
|
-$398K
|
1
|
0.98%
|
Reduced
|
|
|
1958
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$2.1M
|
-$1.25M
|
1
|
0.41%
|
Reduced
|
|
|
1959
|
Genesee Capital Advisors
Auburn,
New York
|
$2.1M
|
+$26.2K
|
1
|
0.66%
|
Increased
|
|
|
1960
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$2.1M
|
+$3.98K
|
1
|
0.16%
|
Increased
|
|
|
1961
|
|
$2.1M
|
-$159K
|
1
|
1.9%
|
Reduced
|
|
|
1962
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$2.09M
|
+$722K
|
1
|
0.16%
|
Increased
|
|
|
1963
|
Access Financial Services
Minneapolis,
Minnesota
|
$2.08M
|
-$152K
|
1
|
0.68%
|
Reduced
|
|
|
1964
|
FourThought Financial Partners
Venice,
Florida
|
$2.08M
|
-$242K
|
2
|
0.16%
|
Reduced
|
|
|
1965
|
Financial Management Professionals
Austin,
Texas
|
$2.08M
|
+$27K
|
1
|
0.2%
|
Increased
|
|
|
1966
|
Box Hill Private Wealth
Scottsdale,
Arizona
|
$2.07M
|
-$509K
|
1
|
1.66%
|
Reduced
|
|
|
1967
|
Seven Mile Advisory
Ewing,
New Jersey
|
$2.07M
|
+$215K
|
2
|
1.39%
|
Increased
|
|
|
1968
|
Henson-Edgewater Management
Avon,
Ohio
|
$2.07M
|
-$3.98K
|
1
|
1.08%
|
Reduced
|
|
|
1969
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$2.07M
|
+$42.6K
|
1
|
0.24%
|
Increased
|
|
|
1970
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$2.07M
|
+$237K
|
1
|
0.59%
|
Increased
|
|
|
1971
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$2.07M
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1972
|
Elevatus Welath Management
Victor,
New York
|
$2.06M
|
+$1M
|
1
|
0.5%
|
Increased
|
|
|
1973
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$2.06M
|
+$53.7K
|
2
|
0.61%
|
Increased
|
|
|
1974
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$2.06M
|
+$115K
|
1
|
0.27%
|
Increased
|
|
|
1975
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$2.06M
|
+$65.6K
|
1
|
0.85%
|
Increased
|
|