|
1926
|
Alteri Wealth
Westlake Village,
California
|
$306K
|
-$53
|
1
|
0.08%
|
Reduced
|
|
|
1927
|
Cypress Wealth Services
Palm Desert,
California
|
$305K
|
-$22.6K
|
1
|
0.04%
|
Reduced
|
|
|
1928
|
Meyer Handelman Company
Rye Brook,
New York
|
$305K
|
-$55.8K
|
1
|
0.01%
|
Reduced
|
|
|
1929
|
Livet Wealth
Salt Lake City,
Utah
|
$305K
|
-$15.9K
|
1
|
0.18%
|
Reduced
|
|
|
1930
|
Rakuten Securities
Tokyo,
Japan
|
$304K
|
+$238K
|
5
|
0.07%
|
Increased
|
|
|
1931
|
South Street Advisors
New York
|
$303K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1932
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$303K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1933
|
|
$302K
|
+$289K
|
1
|
0.02%
|
New
|
|
|
1934
|
August Group Capital
Toronto,
|
$302K
|
-$6.15K
|
1
|
0.33%
|
Reduced
|
|
|
1935
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$302K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1936
|
Community Bank
Dewitt,
New York
|
$301K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1937
|
Corient IA
Miami,
Florida
|
$300K
|
-$353K
|
2
|
0.28%
|
Reduced
|
|
|
1938
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$300K
|
-$10.2K
|
7
|
0.02%
|
Reduced
|
|
|
1939
|
Triad Wealth Partners
Lawrence,
Kansas
|
$300K
|
+$24K
|
1
|
0.02%
|
Increased
|
|
|
1940
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$299K
|
-$14.5K
|
1
|
0.23%
|
Reduced
|
|
|
1941
|
Vinva Investment Management
Sydney,
Australia
|
$298K
|
+$162K
|
1
|
0%
|
New
|
|
|
1942
|
Quotient Wealth Partners
Dallas,
Texas
|
$298K
|
+$39K
|
1
|
0.01%
|
Increased
|
|
|
1943
|
Avalon Trust
Santa Fe,
New Mexico
|
$298K
|
+$60K
|
1
|
0.02%
|
Increased
|
|
|
1944
|
SageView Advisory Group
Newport Beach,
California
|
$297K
|
-$16.5K
|
1
|
0.01%
|
Reduced
|
|
|
1945
|
Mattson Financial Services
Kentwood,
Michigan
|
$296K
|
+$6.9K
|
1
|
0.06%
|
Increased
|
|
|
1946
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$296K
|
+$224K
|
3
|
0.07%
|
Increased
|
|
|
1947
|
Narus Financial Partners
Salt Lake City,
Utah
|
$296K
|
+$7.5K
|
1
|
0.08%
|
Increased
|
|
|
1948
|
First Business Financial Services
Madison,
Wisconsin
|
$295K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1949
|
Nolet Wealth Management
Fort Worth,
Texas
|
$295K
|
+$31.9K
|
1
|
0.16%
|
Increased
|
|
|
1950
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$294K
|
-$46.5K
|
2
|
1.19%
|
Reduced
|
|