|
1901
|
Stonebridge Financial Group
San Rafael,
California
|
$1.41M
|
+$1.25M
|
2
|
0.19%
|
New
|
|
|
1902
|
Beaton Management Company
Haverhill,
Massachusetts
|
$1.4M
|
-$5.04K
|
1
|
0.57%
|
Reduced
|
|
|
1903
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$1.4M
|
+$264K
|
1
|
0.39%
|
Increased
|
|
|
1904
|
First County Bank
Stamford,
Connecticut
|
$1.4M
|
$0
|
1
|
0.66%
|
Maintained
|
|
|
1905
|
Klingman & Associates
New York
|
$1.4M
|
+$21.9K
|
1
|
0.06%
|
Increased
|
|
|
1906
|
Custom Index Systems
New York
|
$1.39M
|
+$217K
|
1
|
0.5%
|
Increased
|
|
|
1907
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$1.39M
|
$0
|
1
|
0.4%
|
Maintained
|
|
|
1908
|
Dutch Asset Corp
Selkirk,
New York
|
$1.39M
|
$0
|
1
|
0.69%
|
Maintained
|
|
|
1909
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$1.39M
|
-$69.5K
|
1
|
0.14%
|
Reduced
|
|
|
1910
|
SFMG Wealth Advisors
Plano,
Texas
|
$1.39M
|
+$16.9K
|
1
|
0.08%
|
Increased
|
|
|
1911
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$1.38M
|
+$560K
|
4
|
0.5%
|
Increased
|
|
|
1912
|
71 West Capital Partners
Boston,
Massachusetts
|
$1.38M
|
+$541K
|
1
|
0.05%
|
Increased
|
|
|
1913
|
|
$1.38M
|
$0
|
1
|
0.21%
|
Maintained
|
|
|
1914
|
Genesee Capital Advisors
Auburn,
New York
|
$1.38M
|
-$43.6K
|
1
|
0.43%
|
Reduced
|
|
|
1915
|
SummitTX Capital
Fort Worth,
Texas
|
$1.37M
|
+$954K
|
4
|
0.04%
|
Increased
|
|
|
1916
|
Kennedy Investment Group
West Depford,
New Jersey
|
$1.37M
|
+$340K
|
2
|
0.46%
|
Increased
|
|
|
1917
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$1.37M
|
+$1.21M
|
2
|
0.92%
|
New
|
|
|
1918
|
Holistic Planning
Nacogdoches,
Texas
|
$1.37M
|
+$390K
|
2
|
0.21%
|
Increased
|
|
|
1919
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$1.37M
|
-$78.4K
|
1
|
0.19%
|
Reduced
|
|
|
1920
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$1.36M
|
-$73.8K
|
1
|
0.02%
|
Reduced
|
|
|
1921
|
William John Sempolinski
Easton,
Massachusetts
|
$1.36M
|
-$751K
|
1
|
0.55%
|
Reduced
|
|
|
1922
|
Steinberganna Wealth Management
Huntington,
New York
|
$1.36M
|
+$1.41M
|
1
|
0.55%
|
New
|
|
|
1923
|
Kaizen Financial Strategies
Campbell,
California
|
$1.35M
|
-$35.9K
|
1
|
0.44%
|
Reduced
|
|
|
1924
|
Leuthold Group
Minneapolis,
Minnesota
|
$1.35M
|
-$336K
|
1
|
0.14%
|
Reduced
|
|
|
1925
|
Leisure Capital Management
Costa Mesa,
California
|
$1.35M
|
+$57.2K
|
1
|
0.42%
|
Increased
|
|