|
1901
|
First Personal Financial Services
Charlotte,
North Carolina
|
$306K
|
-$69K
|
1
|
0.07%
|
Reduced
|
|
|
1902
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$306K
|
-$64.2K
|
1
|
0.08%
|
Reduced
|
|
|
1903
|
Domani Wealth
Lancaster,
Pennsylvania
|
$304K
|
-$4.52K
|
1
|
0.06%
|
Reduced
|
|
|
1904
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$303K
|
+$51.2K
|
1
|
0.05%
|
Increased
|
|
|
1905
|
Sterling Financial Planning
Sparta,
New Jersey
|
$303K
|
-$5.52K
|
1
|
0.19%
|
Reduced
|
|
|
1906
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$302K
|
+$52.8K
|
1
|
0.08%
|
Increased
|
|
|
1907
|
LifePro Asset Management
San Diego,
California
|
$302K
|
+$283K
|
1
|
0.09%
|
New
|
|
|
1908
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$302K
|
-$12.8K
|
1
|
0.12%
|
Reduced
|
|
|
1909
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$302K
|
+$65.8K
|
1
|
0.22%
|
Increased
|
|
|
1910
|
Vivid Financial Management
Orcutt,
California
|
$302K
|
+$64K
|
1
|
0.11%
|
Increased
|
|
|
1911
|
Birinyi Associates
Westport,
Connecticut
|
$301K
|
-$111K
|
1
|
0.09%
|
Reduced
|
|
|
1912
|
Leisure Capital Management
Costa Mesa,
California
|
$300K
|
-$12.9K
|
1
|
0.14%
|
Reduced
|
|
|
1913
|
SOA Wealth Advisors
New York
|
$300K
|
-$64.3K
|
1
|
0.07%
|
Reduced
|
|
|
1914
|
XTX Topco
George Town,
Cayman Islands
|
$300K
|
+$281K
|
1
|
0.17%
|
New
|
|
|
1915
|
Boltwood Capital Management
Walnut Creek,
California
|
$299K
|
-$12.9K
|
1
|
0.11%
|
Reduced
|
|
|
1916
|
Abacus Wealth Partners
Santa Monica,
California
|
$299K
|
-$56.1K
|
1
|
0.11%
|
Reduced
|
|
|
1917
|
One Capital Management
Westlake Village,
California
|
$298K
|
-$111K
|
1
|
0.02%
|
Reduced
|
|
|
1918
|
CX Institutional
Auburn,
Indiana
|
$297K
|
-$125
|
1
|
0.02%
|
Reduced
|
|
|
1919
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$297K
|
-$151K
|
1
|
0.45%
|
Reduced
|
|
|
1920
|
Peak Asset Management
Louisville,
Colorado
|
$297K
|
-$12.8K
|
1
|
0.07%
|
Reduced
|
|
|
1921
|
Wealthstream Advisors
New York
|
$297K
|
+$279K
|
1
|
0.25%
|
New
|
|
|
1922
|
Lattice Capital Management
Kirkland,
Washington
|
$296K
|
+$295K
|
1
|
0.02%
|
New
|
|
|
1923
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$296K
|
-$26K
|
1
|
0.1%
|
Reduced
|
|
|
1924
|
Taconic Capital Advisors
New York
|
$296K
|
+$300K
|
1
|
0.01%
|
New
|
|
|
1925
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$295K
|
-$12.7K
|
1
|
0.02%
|
Reduced
|
|
