|
1926
|
BXM Wealth
Englewood,
Colorado
|
$1.35M
|
+$151K
|
1
|
0.73%
|
Increased
|
|
|
1927
|
|
$1.35M
|
-$117K
|
1
|
0.18%
|
Reduced
|
|
|
1928
|
Forum Financial Management
Lombard,
Illinois
|
$1.34M
|
-$27K
|
1
|
0.02%
|
Reduced
|
|
|
1929
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$1.34M
|
-$113K
|
1
|
0.09%
|
Reduced
|
|
|
1930
|
David J. Yvars Group
University Park,
Florida
|
$1.34M
|
+$557K
|
1
|
0.63%
|
Increased
|
|
|
1931
|
Pekao Towarzystwo Funduszy Inwestycyjnych SA
Warsaw,
|
$1.34M
|
+$224K
|
1
|
0.85%
|
Increased
|
|
|
1932
|
Alteri Wealth
Westlake Village,
California
|
$1.34M
|
-$130K
|
1
|
0.37%
|
Reduced
|
|
|
1933
|
Sovran Advisors
San Diego,
California
|
$1.33M
|
-$960K
|
2
|
0.1%
|
Reduced
|
|
|
1934
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$1.33M
|
+$1.76K
|
2
|
0.33%
|
Increased
|
|
|
1935
|
Trustco Bank (New York)
Albany,
New York
|
$1.33M
|
+$6.3K
|
1
|
0.97%
|
Increased
|
|
|
1936
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$1.33M
|
+$195K
|
1
|
0.25%
|
Increased
|
|
|
1937
|
TRB Wealth Management
Houston,
Texas
|
$1.33M
|
+$18.9K
|
1
|
0.18%
|
Increased
|
|
|
1938
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$1.32M
|
-$36.8K
|
1
|
0.39%
|
Reduced
|
|
|
1939
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$1.32M
|
-$29.7K
|
1
|
0.67%
|
Reduced
|
|
|
1940
|
|
$1.32M
|
+$1.18M
|
2
|
0.66%
|
New
|
|
|
1941
|
Coastline Trust
Providence,
Rhode Island
|
$1.32M
|
+$815K
|
2
|
0.12%
|
Increased
|
|
|
1942
|
World Equity Group
Schaumburg,
Illinois
|
$1.32M
|
-$18.4K
|
1
|
0.3%
|
Reduced
|
|
|
1943
|
Cypress Capital Advisors
Franklin,
Tennessee
|
$1.32M
|
-$67.8K
|
1
|
0.54%
|
Reduced
|
|
|
1944
|
Severin Investments
St. Louis,
Missouri
|
$1.32M
|
+$213K
|
1
|
0.99%
|
Increased
|
|
|
1945
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.32M
|
+$28.5K
|
2
|
0.07%
|
Increased
|
|
|
1946
|
CRA Financial Services
Northfield,
New Jersey
|
$1.32M
|
-$47.6K
|
1
|
0.15%
|
Reduced
|
|
|
1947
|
Wealth Architects
Mountain View,
California
|
$1.32M
|
+$20.9K
|
1
|
0.1%
|
Increased
|
|
|
1948
|
Oxford Financial Group
Carmel,
Indiana
|
$1.32M
|
-$43.8K
|
1
|
0.07%
|
Reduced
|
|
|
1949
|
|
$1.31M
|
-$10.1K
|
1
|
0.33%
|
Reduced
|
|
|
1950
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$1.31M
|
+$26.9K
|
2
|
0.15%
|
Increased
|
|