|
1926
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$272K
|
-$19.3K
|
7
|
0.04%
|
Reduced
|
|
|
1927
|
Winfield Associates
Cleveland,
Ohio
|
$272K
|
-$18.3K
|
1
|
0.1%
|
Reduced
|
|
|
1928
|
Private Portfolio Partners
Paramus,
New Jersey
|
$271K
|
-$11.1K
|
1
|
0.08%
|
Reduced
|
|
|
1929
|
Bienville Capital Management
New York
|
$270K
|
-$22.1K
|
1
|
0.02%
|
Reduced
|
|
|
1930
|
Adell Harriman & Carpenter
Houston,
Texas
|
$269K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1931
|
Berkeley Capital Partners
Milton,
Georgia
|
$269K
|
+$246K
|
1
|
0.12%
|
New
|
|
|
1932
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$269K
|
+$3.34K
|
1
|
0.08%
|
Increased
|
|
|
1933
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$269K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1934
|
Physician Wealth Advisors
Midvale,
Utah
|
$269K
|
-$40.5K
|
1
|
0.08%
|
Reduced
|
|
|
1935
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$266K
|
-$45.1K
|
1
|
0.01%
|
Reduced
|
|
|
1936
|
Sierra Capital
Miami,
Florida
|
$266K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
1937
|
Karpus Investment Management
Pittsford,
New York
|
$265K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1938
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$265K
|
+$239K
|
1
|
0.12%
|
New
|
|
|
1939
|
Modera Wealth Management
Westwood,
New Jersey
|
$265K
|
+$223
|
1
|
0.01%
|
Increased
|
|
|
1940
|
Continuum Advisory
Eagle,
Idaho
|
$264K
|
+$242K
|
1
|
0.08%
|
New
|
|
|
1941
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$264K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1942
|
Verity Asset Management
Durham,
North Carolina
|
$263K
|
-$39.7K
|
1
|
0.14%
|
Reduced
|
|
|
1943
|
White Pine Capital
Bloomington,
Minnesota
|
$263K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1944
|
Aries Wealth Management
Portland,
Maine
|
$262K
|
+$30.2K
|
1
|
0.11%
|
Increased
|
|
|
1945
|
Engine No 1 LLC
San Francisco,
California
|
$262K
|
+$240K
|
1
|
0.07%
|
New
|
|
|
1946
|
Gryphon Financial Partners
Columbus,
Ohio
|
$262K
|
-$827K
|
1
|
0.06%
|
Reduced
|
|
|
1947
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
$262K
|
$0
|
1
|
0.52%
|
Maintained
|
|
|
1948
|
Zuckerman Investment Group
Chicago,
Illinois
|
$262K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1949
|
Cahill Financial Advisors
Edina,
Minnesota
|
$261K
|
-$9.17K
|
1
|
0.06%
|
Reduced
|
|
|
1950
|
Tempus Wealth Planning
Irvine,
California
|
$259K
|
$0
|
1
|
0.17%
|
Maintained
|
|