|
1926
|
Halpern Financial
Ashburn,
Virginia
|
$205K
|
+$14.8K
|
1
|
0.11%
|
Increased
|
|
|
1927
|
WealthBridge Capital Management
Westerville,
Ohio
|
$204K
|
+$196K
|
1
|
0.09%
|
New
|
|
|
1928
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$203K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1929
|
Renasant Bank
Tupelo,
Mississippi
|
$203K
|
+$195K
|
1
|
0.17%
|
New
|
|
|
1930
|
TFG Advisers
Auburn Hills,
Michigan
|
$203K
|
-$75.1K
|
1
|
0.11%
|
Reduced
|
|
|
1931
|
Trek Financial
Scottsdale,
Arizona
|
$203K
|
-$10.4K
|
1
|
0.03%
|
Reduced
|
|
|
1932
|
Archer Investment Corporation
Carmel,
Indiana
|
$203K
|
-$375K
|
1
|
0.1%
|
Reduced
|
|
|
1933
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$202K
|
+$60.9K
|
1
|
0.04%
|
Increased
|
|
|
1934
|
Global Financial Private Client
Sarasota,
Florida
|
$202K
|
+$116
|
1
|
0.16%
|
Increased
|
|
|
1935
|
Salem Capital Management
Woburn,
Massachusetts
|
$201K
|
+$193K
|
1
|
0.13%
|
New
|
|
|
1936
|
Tectonic Advisors
Frisco,
Texas
|
$201K
|
+$193K
|
1
|
0.05%
|
New
|
|
|
1937
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
$199K
|
$0
|
1
|
0.16%
|
Maintained
|
|
|
1938
|
Clearview Wealth Advisors
Salem,
Oregon
|
$192K
|
+$175K
|
2
|
0.13%
|
New
|
|
|
1939
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$189K
|
-$471K
|
1
|
0.07%
|
Reduced
|
|
|
1940
|
|
$189K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1941
|
Lountzis Asset Management
Wyomissing,
Pennsylvania
|
$189K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1942
|
Meag Munich Ergo
Munich,
Germany
|
$189K
|
-$2.06M
|
1
|
0.04%
|
Reduced
|
|
|
1943
|
CX Institutional
Auburn,
Indiana
|
$187K
|
-$231
|
1
|
0.02%
|
Reduced
|
|
|
1944
|
B, B, H, & B Inc
Birmingham,
Alabama
|
$182K
|
+$175K
|
1
|
0.16%
|
New
|
|
|
1945
|
Reilly Financial Advisors
La Mesa,
California
|
$182K
|
-$14K
|
1
|
0.02%
|
Reduced
|
|
|
1946
|
Steph & Co
Marinette,
Wisconsin
|
$182K
|
-$113K
|
1
|
0.14%
|
Reduced
|
|
|
1947
|
Concord Wealth Partners
Abingdon,
Virginia
|
$180K
|
+$173K
|
1
|
0.14%
|
New
|
|
|
1948
|
McIlrath & Eck
Arlington,
Washington
|
$179K
|
+$25.4K
|
1
|
0.07%
|
Increased
|
|
|
1949
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$179K
|
+$28.9K
|
1
|
0.08%
|
Increased
|
|
|
1950
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$178K
|
$0
|
1
|
0.1%
|
Maintained
|
|