|
1926
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$1.26M
|
-$1.5K
|
2
|
0.16%
|
Reduced
|
|
|
1927
|
Monte Financial Group
Guilford,
Connecticut
|
$1.26M
|
$0
|
1
|
0.47%
|
Maintained
|
|
|
1928
|
Claro Advisors
Boston,
Massachusetts
|
$1.26M
|
+$107K
|
1
|
0.17%
|
Increased
|
|
|
1929
|
Huntleigh Advisors
St. Louis,
Missouri
|
$1.26M
|
+$429K
|
1
|
0.21%
|
Increased
|
|
|
1930
|
Wealth Architects
Mountain View,
California
|
$1.26M
|
-$8.98K
|
1
|
0.11%
|
Reduced
|
|
|
1931
|
J. Safra Asset Management
New York
|
$1.26M
|
-$4.49K
|
1
|
0.07%
|
Reduced
|
|
|
1932
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$1.25M
|
+$18K
|
1
|
0.36%
|
Increased
|
|
|
1933
|
Severin Investments
St. Louis,
Missouri
|
$1.25M
|
-$6.59K
|
1
|
1.11%
|
Reduced
|
|
|
1934
|
SG Trading Solutions
Bountiful,
Utah
|
$1.25M
|
+$1.26M
|
1
|
0.29%
|
New
|
|
|
1935
|
Banyan Capital Management
Atlanta,
Georgia
|
$1.25M
|
-$18K
|
1
|
0.54%
|
Reduced
|
|
|
1936
|
Aventura Private Wealth
Aventura,
Florida
|
$1.25M
|
-$919K
|
4
|
0.45%
|
Reduced
|
|
|
1937
|
Summit Global Investments
Bountiful,
Utah
|
$1.25M
|
+$1.26M
|
1
|
0.07%
|
New
|
|
|
1938
|
Atwood & Palmer
Kansas City,
Missouri
|
$1.24M
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1939
|
Stratos Investment Management
Beachwood,
Ohio
|
$1.24M
|
+$574K
|
1
|
0.05%
|
Increased
|
|
|
1940
|
WealthShield Partners
Cary,
North Carolina
|
$1.24M
|
+$1.13K
|
2
|
0.14%
|
Increased
|
|
|
1941
|
Thoma Capital Management
Towson,
Maryland
|
$1.24M
|
-$97.9K
|
1
|
0.72%
|
Reduced
|
|
|
1942
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$1.24M
|
-$6.89K
|
1
|
0.37%
|
Reduced
|
|
|
1943
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$1.24M
|
-$8.98K
|
1
|
0.48%
|
Reduced
|
|
|
1944
|
Drum Hill Capital
Westport,
Connecticut
|
$1.23M
|
-$20.1K
|
1
|
1.28%
|
Reduced
|
|
|
1945
|
Olistico Wealth
Tulsa,
Oklahoma
|
$1.23M
|
+$7.49K
|
1
|
0.6%
|
Increased
|
|
|
1946
|
Pincus Capital Management
New York
|
$1.23M
|
+$1.25M
|
1
|
0.82%
|
New
|
|
|
1947
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.23M
|
+$183K
|
5
|
0.17%
|
Increased
|
|
|
1948
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.23M
|
-$1.5K
|
1
|
0.15%
|
Reduced
|
|
|
1949
|
Vision Retirement
Ridgewood,
New Jersey
|
$1.23M
|
+$1.3M
|
5
|
0.33%
|
New
|
|
|
1950
|
Avity Investment Management
Greenwich,
Connecticut
|
$1.23M
|
+$89.8K
|
1
|
0.09%
|
Increased
|
|