|
1926
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$738K
|
+$355K
|
2
|
0.02%
|
Increased
|
|
|
1927
|
Sompo Asset Management
Tokyo,
Japan
|
$738K
|
-$95.9K
|
1
|
0.12%
|
Reduced
|
|
|
1928
|
Waterloo Capital
Austin,
Texas
|
$737K
|
-$358K
|
3
|
0.04%
|
Reduced
|
|
|
1929
|
Elevated Private Wealth
Brookfield,
Wisconsin
|
$734K
|
+$846K
|
1
|
0.69%
|
New
|
|
|
1930
|
Silver Oak Securities
Jackson,
Tennessee
|
$729K
|
+$169K
|
2
|
0.04%
|
Increased
|
|
|
1931
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$725K
|
-$253K
|
1
|
0.01%
|
Reduced
|
|
|
1932
|
Audent Global Asset Management
West Hollywood,
California
|
$725K
|
-$888K
|
2
|
0.81%
|
Reduced
|
|
|
1933
|
Rexford Capital
Bellaire,
Texas
|
$724K
|
-$4.91K
|
3
|
0.44%
|
Reduced
|
|
|
1934
|
Harvey Investment Company
Louisville,
Kentucky
|
$724K
|
$0
|
1
|
0.08%
|
Maintained
|
|
|
1935
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$724K
|
+$825K
|
1
|
0.24%
|
New
|
|
|
1936
|
LRI Investments
Palm Beach Gardens,
Florida
|
$724K
|
+$140K
|
26
|
0.06%
|
Increased
|
|
|
1937
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$723K
|
-$1.57M
|
2
|
0.22%
|
Reduced
|
|
|
1938
|
Karani Asset Management
New York
|
$723K
|
-$289K
|
2
|
0.52%
|
Reduced
|
|
|
1939
|
Hilltop National Bank
Casper,
Wyoming
|
$720K
|
+$105K
|
5
|
0.15%
|
Increased
|
|
|
1940
|
Cynosure Group
Salt Lake City,
Utah
|
$718K
|
+$650K
|
1
|
0.11%
|
New
|
|
|
1941
|
Gryphon Financial Partners
Columbus,
Ohio
|
$718K
|
+$7.31K
|
2
|
0.06%
|
Increased
|
|
|
1942
|
Osprey Private Wealth
New York
|
$717K
|
+$817K
|
1
|
0.19%
|
New
|
|
|
1943
|
Summitry LLC
Foster City,
California
|
$717K
|
+$151K
|
2
|
0.02%
|
Increased
|
|
|
1944
|
Welch Group
Birmingham,
Alabama
|
$717K
|
-$4.75K
|
2
|
0.02%
|
Reduced
|
|
|
1945
|
Dividend Assets Capital
Ridgeland,
South Carolina
|
$715K
|
-$130K
|
1
|
0.14%
|
Reduced
|
|
|
1946
|
Royal Fund Management
Lady Lake,
Florida
|
$714K
|
+$467
|
2
|
0.06%
|
Increased
|
|
|
1947
|
Altshuler Shaham
Tel Aviv,
Israel
|
$712K
|
+$781K
|
3
|
0.01%
|
Increased
|
|
|
1948
|
Minot DeBlois Advisors
Boston,
Massachusetts
|
$708K
|
-$14.6K
|
1
|
0.61%
|
Reduced
|
|
|
1949
|
Presidio Capital Management
San Diego,
California
|
$707K
|
+$275K
|
2
|
0.18%
|
Increased
|
|
|
1950
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$703K
|
-$54.8K
|
2
|
0.14%
|
Reduced
|
|