|
1926
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$1.03M
|
$0
|
1
|
0.49%
|
Maintained
|
|
|
1927
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$1.03M
|
-$11.9K
|
1
|
0.59%
|
Reduced
|
|
|
1928
|
Harvest Fund Management
Beijing,
China
|
$1.03M
|
-$702K
|
1
|
0.05%
|
Reduced
|
|
|
1929
|
Oxford Financial Group
Carmel,
Indiana
|
$1.03M
|
-$23.2K
|
1
|
0.06%
|
Reduced
|
|
|
1930
|
Thomasville National Bank
Thomasville,
Georgia
|
$1.02M
|
-$233K
|
1
|
0.07%
|
Reduced
|
|
|
1931
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$1.02M
|
+$63.3K
|
1
|
0.4%
|
Increased
|
|
|
1932
|
Abacus Planning Group
Columbia,
South Carolina
|
$1.02M
|
+$18K
|
1
|
0.15%
|
Increased
|
|
|
1933
|
|
$1.02M
|
+$47.1K
|
1
|
0.24%
|
Increased
|
|
|
1934
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.02M
|
-$14.9K
|
1
|
0.15%
|
Reduced
|
|
|
1935
|
Planning Alternatives
Birmingham,
Michigan
|
$1.02M
|
+$153K
|
1
|
0.14%
|
Increased
|
|
|
1936
|
Magnus Financial Group
New York
|
$1.02M
|
-$59K
|
1
|
0.09%
|
Reduced
|
|
|
1937
|
Port Capital
Chicago,
Illinois
|
$1.01M
|
-$51.5K
|
1
|
0.04%
|
Reduced
|
|
|
1938
|
Destination Wealth Management
Walnut Creek,
California
|
$1.01M
|
-$80.9K
|
1
|
0.03%
|
Reduced
|
|
|
1939
|
Quadcap Wealth Management
Frisco,
Texas
|
$1.01M
|
-$85.8K
|
1
|
0.13%
|
Reduced
|
|
|
1940
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$1.01M
|
-$125K
|
1
|
0.25%
|
Reduced
|
|
|
1941
|
Warwick Investment Management
Bryan,
Texas
|
$1.01M
|
-$5.93K
|
1
|
0.2%
|
Reduced
|
|
|
1942
|
Opinicus Capital
Tampa,
Florida
|
$1.01M
|
+$7.21K
|
1
|
0.76%
|
Increased
|
|
|
1943
|
Kendall Capital Management
Rockville,
Maryland
|
$1M
|
-$5.15K
|
1
|
0.27%
|
Reduced
|
|
|
1944
|
Center for Financial Planning
Southfied,
Michigan
|
$1M
|
+$46.8K
|
3
|
0.12%
|
Increased
|
|
|
1945
|
Boston Trust Walden
Boston,
Massachusetts
|
$1M
|
+$25.8K
|
1
|
0.01%
|
Increased
|
|
|
1946
|
Red Door Wealth Management
Memphis,
Tennessee
|
$1M
|
+$34.5K
|
1
|
0.12%
|
Increased
|
|
|
1947
|
Close Asset Management
London,
United Kingdom
|
$1M
|
+$130K
|
3
|
0.03%
|
Increased
|
|
|
1948
|
Creekside Partners
Petaluma,
California
|
$1M
|
+$1.03K
|
1
|
0.48%
|
Increased
|
|
|
1949
|
Strategic Financial Concepts
San Antonio,
Texas
|
$1000K
|
-$1.54M
|
1
|
0.14%
|
Reduced
|
|
|
1950
|
Legal Advantage Investments
Los Altos Hills,
California
|
$998K
|
-$12.9K
|
1
|
0.47%
|
Reduced
|
|
