|
1951
|
AM Investment Strategies
Chattanooga,
Tennessee
|
$324K
|
$0
|
1
|
0.06%
|
Maintained
|
|
|
1952
|
Caldwell Trust
Venice,
Florida
|
$323K
|
+$55.6K
|
1
|
0.03%
|
Increased
|
|
|
1953
|
Aventura Private Wealth
Aventura,
Florida
|
$322K
|
-$37.5K
|
1
|
0.1%
|
Reduced
|
|
|
1954
|
Stiles Financial Services
Edina,
Minnesota
|
$322K
|
+$327K
|
1
|
0.08%
|
New
|
|
|
1955
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$322K
|
+$327K
|
3
|
0.03%
|
New
|
|
|
1956
|
Venturi Wealth Management
Austin,
Texas
|
$322K
|
-$65K
|
1
|
0.01%
|
Reduced
|
|
|
1957
|
Opal Wealth Advisors
Jericho,
New York
|
$321K
|
-$3.37K
|
1
|
0.07%
|
Reduced
|
|
|
1958
|
Brian Low Financial Group
Baton Rouge,
Louisiana
|
$321K
|
+$5.57K
|
1
|
0.19%
|
Increased
|
|
|
1959
|
Florida Financial Advisors
Tampa,
Florida
|
$321K
|
-$36K
|
1
|
0.05%
|
Reduced
|
|
|
1960
|
SIH Partners
Wilmington,
Delaware
|
$319K
|
$0
|
1
|
0%
|
Maintained
|
|
|
1961
|
Eastern Bank
Boston,
Massachusetts
|
$319K
|
-$239K
|
2
|
0%
|
Reduced
|
|
|
1962
|
Purus Wealth Management
Newport Beach,
California
|
$319K
|
+$3.67K
|
1
|
0.09%
|
Increased
|
|
|
1963
|
Corient IA
Miami,
Florida
|
$318K
|
$0
|
1
|
0.29%
|
Maintained
|
|
|
1964
|
Register Financial Advisors
Atlanta,
Georgia
|
$317K
|
+$73.3K
|
1
|
0.1%
|
Increased
|
|
|
1965
|
KCM Investment Advisors
Greenbrae,
California
|
$317K
|
-$31.9K
|
1
|
0.01%
|
Reduced
|
|
|
1966
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$316K
|
-$152K
|
1
|
0.02%
|
Reduced
|
|
|
1967
|
Aureus Asset Management
Boston,
Massachusetts
|
$314K
|
$0
|
1
|
0.02%
|
Maintained
|
|
|
1968
|
Roberts Wealth Advisors
Palo Alto,
California
|
$313K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1969
|
Rossby Financial
Melbourne,
Florida
|
$312K
|
-$3.2K
|
2
|
0.06%
|
Reduced
|
|
|
1970
|
Nine Masts Capital
Central,
Hong Kong
|
$312K
|
+$307K
|
1
|
0.03%
|
Increased
|
|
|
1971
|
Strata Wealth Advisors
Dallas,
Texas
|
$312K
|
+$5.13K
|
1
|
0.08%
|
Increased
|
|
|
1972
|
Axim Planning & Wealth
Springboro,
Ohio
|
$310K
|
-$32K
|
1
|
0.43%
|
Reduced
|
|
|
1973
|
Cedar Cove Wealth Partners
Bloomington,
Minnesota
|
$306K
|
+$4.18K
|
1
|
0.14%
|
Increased
|
|
|
1974
|
Sanders Morris Harris
Houston,
Texas
|
$305K
|
$0
|
1
|
0.18%
|
Maintained
|
|
|
1975
|
Wedge Capital Management
Charlotte,
North Carolina
|
$303K
|
-$19K
|
1
|
0.01%
|
Reduced
|
|