|
1926
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
$338K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1927
|
Alta Advisers
London,
United Kingdom
|
$338K
|
$0
|
1
|
0.2%
|
Maintained
|
|
|
1928
|
Wayfinding Financial
Lynnwood,
Washington
|
$338K
|
+$22.9K
|
1
|
0.27%
|
Increased
|
|
|
1929
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$337K
|
-$66.5K
|
1
|
0.24%
|
Reduced
|
|
|
1930
|
Astoria Portfolio Advisors
New York
|
$337K
|
+$329K
|
1
|
0.16%
|
New
|
|
|
1931
|
CMG Global Holdings
Plano,
Texas
|
$336K
|
+$414
|
1
|
0.32%
|
Increased
|
|
|
1932
|
Verus Capital Partners
Scottsdale,
Arizona
|
$336K
|
-$175K
|
1
|
0.06%
|
Reduced
|
|
|
1933
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$334K
|
-$1.05M
|
1
|
0.02%
|
Reduced
|
|
|
1934
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$334K
|
+$1.1K
|
1
|
0.38%
|
Increased
|
|
|
1935
|
Prelude Capital Management
New York
|
$333K
|
+$15.3K
|
1
|
0.02%
|
Increased
|
|
|
1936
|
WealthOne
Albany,
New York
|
$332K
|
+$1.1K
|
1
|
0.13%
|
Increased
|
|
|
1937
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$331K
|
+$3.45K
|
1
|
0.17%
|
Increased
|
|
|
1938
|
Progressive Investment Management
Lake Oswego,
Oregon
|
$330K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1939
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$329K
|
+$322K
|
1
|
0.11%
|
New
|
|
|
1940
|
JGP Wealth Management
Bend,
Oregon
|
$329K
|
-$966
|
1
|
0.06%
|
Reduced
|
|
|
1941
|
|
$328K
|
+$322K
|
1
|
0.27%
|
New
|
|
|
1942
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
$328K
|
+$322K
|
1
|
0.19%
|
New
|
|
|
1943
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$328K
|
+$276
|
1
|
0.17%
|
Increased
|
|
|
1944
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$328K
|
+$60K
|
1
|
0.1%
|
Increased
|
|
|
1945
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$328K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1946
|
Mattern Wealth Management
Lawrence,
Kansas
|
$328K
|
$0
|
1
|
0.13%
|
Maintained
|
|
|
1947
|
Bank of Stockton
Stockton,
California
|
$327K
|
$0
|
1
|
0.11%
|
Maintained
|
|
|
1948
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$326K
|
+$276
|
1
|
0.02%
|
Increased
|
|
|
1949
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$325K
|
-$69K
|
1
|
0.05%
|
Reduced
|
|
|
1950
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$325K
|
$0
|
1
|
0.08%
|
Maintained
|
|