|
1926
|
Vicus Capital
State College,
Pennsylvania
|
$315K
|
+$14.6K
|
1
|
0.03%
|
Increased
|
|
|
1927
|
WealthOne
Albany,
New York
|
$315K
|
+$6.42K
|
1
|
0.12%
|
Increased
|
|
|
1928
|
Alta Advisers
London,
United Kingdom
|
$315K
|
$0
|
1
|
0.19%
|
Maintained
|
|
|
1929
|
Aristotle Atlantic Partners
Sarasota,
Florida
|
$315K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1930
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$314K
|
+$1.34K
|
1
|
0.35%
|
Increased
|
|
|
1931
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
$314K
|
+$13.4K
|
1
|
0.08%
|
Increased
|
|
|
1932
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$314K
|
-$11.5K
|
1
|
0.13%
|
Reduced
|
|
|
1933
|
|
$314K
|
-$8.36M
|
1
|
0.04%
|
Reduced
|
|
|
1934
|
CMG Global Holdings
Plano,
Texas
|
$313K
|
+$401
|
1
|
0.28%
|
Increased
|
|
|
1935
|
Oakworth Capital
Birmingham,
Alabama
|
$313K
|
-$6.69K
|
2
|
0.03%
|
Reduced
|
|
|
1936
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
$313K
|
+$60.2K
|
1
|
0.02%
|
Increased
|
|
|
1937
|
Country Trust Bank
Bloomington,
Illinois
|
$312K
|
-$58.2K
|
1
|
0.01%
|
Reduced
|
|
|
1938
|
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
$312K
|
+$318K
|
1
|
0.06%
|
New
|
|
|
1939
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$310K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1940
|
Lokken Investment Group
Lewes,
Delaware
|
$310K
|
+$29K
|
1
|
0.24%
|
Increased
|
|
|
1941
|
Advisor OS
Chicago,
Illinois
|
$310K
|
+$87K
|
1
|
0.07%
|
Increased
|
|
|
1942
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$308K
|
-$34.2K
|
1
|
0.07%
|
Reduced
|
|
|
1943
|
CIC Wealth
Rockville,
Maryland
|
$307K
|
-$110K
|
1
|
0.12%
|
Reduced
|
|
|
1944
|
Destination Wealth Management
Walnut Creek,
California
|
$307K
|
+$313K
|
1
|
0.01%
|
New
|
|
|
1945
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$306K
|
+$99.4K
|
1
|
0.07%
|
Increased
|
|
|
1946
|
Mattern Wealth Management
Lawrence,
Kansas
|
$305K
|
$0
|
1
|
0.1%
|
Maintained
|
|
|
1947
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$305K
|
+$401
|
1
|
0.16%
|
Increased
|
|
|
1948
|
Affinity Capital Advisors
Berkeley,
California
|
$305K
|
-$12.8K
|
1
|
0.09%
|
Reduced
|
|
|
1949
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$305K
|
+$13.9K
|
1
|
0.13%
|
Increased
|
|
|
1950
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$304K
|
-$70.2K
|
1
|
0.12%
|
Reduced
|
|
