|
1926
|
Torch Wealth Management
Cincinnati,
Ohio
|
$484K
|
+$111K
|
2
|
0.33%
|
Increased
|
|
|
1927
|
Summit Global Investments
Bountiful,
Utah
|
$480K
|
+$517K
|
1
|
0.14%
|
New
|
|
|
1928
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$477K
|
-$58K
|
9
|
0.24%
|
Reduced
|
|
|
1929
|
Torray Investment Partners
Bethesda,
Maryland
|
$476K
|
+$515K
|
1
|
0.05%
|
New
|
|
|
1930
|
Clearstead Advisors
Cleveland,
Ohio
|
$474K
|
+$16.7K
|
1
|
0.07%
|
Increased
|
|
|
1931
|
Proficio Capital Partners
Newton,
Massachusetts
|
$474K
|
+$257K
|
19
|
0.2%
|
Increased
|
|
|
1932
|
Iowa State Bank
Urbandale,
Iowa
|
$469K
|
-$40.6K
|
1
|
0.22%
|
Reduced
|
|
|
1933
|
Arlington Value Capital
Salt Lake City,
Utah
|
$467K
|
-$2.95M
|
1
|
0.05%
|
Reduced
|
|
|
1934
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$467K
|
+$144K
|
3
|
0.04%
|
Increased
|
|
|
1935
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$465K
|
-$259K
|
1
|
0.16%
|
Reduced
|
|
|
1936
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$464K
|
+$201K
|
1
|
0.15%
|
Increased
|
|
|
1937
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$463K
|
-$183K
|
11
|
0.08%
|
Reduced
|
|
|
1938
|
Ronald Blue & Co
Roswell,
Georgia
|
$463K
|
-$5.57K
|
2
|
0.01%
|
Reduced
|
|
|
1939
|
Trustco Bank (New York)
Albany,
New York
|
$463K
|
+$184K
|
2
|
0.46%
|
Increased
|
|
|
1940
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$461K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
1941
|
Financial Engines Advisors
Santa Clara,
California
|
$460K
|
-$42.7K
|
1
|
0.02%
|
Reduced
|
|
|
1942
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$459K
|
-$225K
|
1
|
0.11%
|
Reduced
|
|
|
1943
|
Tompkins Financial
Ithaca,
New York
|
$457K
|
+$69.2K
|
5
|
0.12%
|
Increased
|
|
|
1944
|
Cadence Bank NA
Houston,
Texas
|
$456K
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
1945
|
Corrado Advisors
Ramsey,
New Jersey
|
$454K
|
$0
|
1
|
0.25%
|
Maintained
|
|
|
1946
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$449K
|
-$16.3K
|
1
|
1.85%
|
Reduced
|
|
|
1947
|
Venturi Wealth Management
Austin,
Texas
|
$448K
|
-$7.29K
|
2
|
0.1%
|
Reduced
|
|
|
1948
|
King Wealth Management Group
Naples,
Florida
|
$446K
|
+$102
|
1
|
0.18%
|
Increased
|
|
|
1949
|
|
$446K
|
+$191K
|
2
|
0.29%
|
Increased
|
|
|
1950
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$444K
|
$0
|
1
|
0.08%
|
Maintained
|
|