|
1926
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$1.6M
|
-$288K
|
1
|
0.77%
|
Reduced
|
|
|
1927
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$1.6M
|
+$376K
|
2
|
0.36%
|
Increased
|
|
|
1928
|
Great Diamond Partners
Portland,
Maine
|
$1.6M
|
-$411K
|
3
|
0.27%
|
Reduced
|
|
|
1929
|
William B. Walkup & Associates
Columbia,
South Carolina
|
$1.59M
|
+$1.61K
|
2
|
0.77%
|
Increased
|
|
|
1930
|
Trueblood Wealth Management
Lima,
Ohio
|
$1.59M
|
-$348K
|
3
|
0.56%
|
Reduced
|
|
|
1931
|
Keel Point
Huntsville,
Alabama
|
$1.59M
|
-$43.1K
|
4
|
0.09%
|
Reduced
|
|
|
1932
|
DMKC Advisory Services
Des Moines,
Iowa
|
$1.59M
|
-$7.04K
|
1
|
0.3%
|
Reduced
|
|
|
1933
|
|
$1.58M
|
+$690K
|
2
|
0.33%
|
Increased
|
|
|
1934
|
|
$1.58M
|
-$280K
|
4
|
0.22%
|
Reduced
|
|
|
1935
|
E&G Advisors
Houston,
Texas
|
$1.58M
|
$0
|
1
|
0.3%
|
Maintained
|
|
|
1936
|
Mechanics Financial Corp
Mansfield,
Ohio
|
$1.57M
|
-$249K
|
2
|
0.56%
|
Reduced
|
|
|
1937
|
Northland Securities
Minneapolis,
Minnesota
|
$1.57M
|
+$296K
|
2
|
0.92%
|
Increased
|
|
|
1938
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$1.57M
|
-$36.5K
|
1
|
0.15%
|
Reduced
|
|
|
1939
|
Mattern Wealth Management
Lawrence,
Kansas
|
$1.57M
|
$0
|
1
|
0.26%
|
Maintained
|
|
|
1940
|
Madden Securities
Dallas,
Texas
|
$1.57M
|
-$1.07M
|
2
|
0.44%
|
Reduced
|
|
|
1941
|
Bangor Savings Bank
Bangor,
Maine
|
$1.57M
|
-$284K
|
1
|
0.12%
|
Reduced
|
|
|
1942
|
Fieldview Capital Management
Niles,
Michigan
|
$1.56M
|
-$1.63M
|
4
|
0.45%
|
Reduced
|
|
|
1943
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.56M
|
-$1.94M
|
4
|
0.03%
|
Reduced
|
|
|
1944
|
Aries Wealth Management
Portland,
Maine
|
$1.56M
|
-$343K
|
3
|
0.31%
|
Reduced
|
|
|
1945
|
Circle Wealth Management
Summit,
New Jersey
|
$1.55M
|
+$199K
|
2
|
0.02%
|
Increased
|
|
|
1946
|
BankChampaign National Association
Champaign,
Illinois
|
$1.55M
|
+$452K
|
2
|
1.19%
|
Increased
|
|
|
1947
|
Hudson Value Partners
Palm Beach,
Florida
|
$1.55M
|
-$7.04K
|
1
|
0.39%
|
Reduced
|
|
|
1948
|
Wimmer Associates 1
Pasadena,
California
|
$1.54M
|
+$141K
|
1
|
0.7%
|
Increased
|
|
|
1949
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.54M
|
$0
|
1
|
0.29%
|
Maintained
|
|
|
1950
|
Alpha Wealth Funds
Park City,
Utah
|
$1.54M
|
$0
|
1
|
0.84%
|
Maintained
|
|