|
1926
|
Duncker Streett & Co
St. Louis,
Missouri
|
$3.56M
|
-$642K
|
4
|
0.6%
|
Reduced
|
|
|
1927
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$3.56M
|
-$2.7M
|
3
|
0.77%
|
Reduced
|
|
|
1928
|
Deltec Asset Management
New York
|
$3.55M
|
+$916K
|
1
|
0.52%
|
Increased
|
|
|
1929
|
Inspire Advisors
Meridian,
Idaho
|
$3.55M
|
+$973K
|
6
|
0.25%
|
Increased
|
|
|
1930
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$3.53M
|
-$231K
|
4
|
0.82%
|
Reduced
|
|
|
1931
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$3.52M
|
+$2.91M
|
7
|
1.18%
|
Increased
|
|
|
1932
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
$3.52M
|
$0
|
1
|
0.83%
|
Maintained
|
|
|
1933
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$3.51M
|
-$1.97M
|
2
|
0.71%
|
Reduced
|
|
|
1934
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$3.51M
|
+$221K
|
7
|
0.16%
|
Increased
|
|
|
1935
|
Liberty One Investment Management
Libertyville,
Illinois
|
$3.51M
|
-$2.6M
|
2
|
0.35%
|
Reduced
|
|
|
1936
|
Verity & Verity
Beaufort,
South Carolina
|
$3.5M
|
-$359K
|
2
|
0.24%
|
Reduced
|
|
|
1937
|
Mission Creek Capital Partners
San Francisco,
California
|
$3.5M
|
-$111K
|
2
|
0.61%
|
Reduced
|
|
|
1938
|
S&CO Inc
Boston,
Massachusetts
|
$3.5M
|
-$366K
|
5
|
0.2%
|
Reduced
|
|
|
1939
|
KRS Capital Management
Bloomfield,
Michigan
|
$3.49M
|
-$299K
|
5
|
1.63%
|
Reduced
|
|
|
1940
|
Trek Financial
Scottsdale,
Arizona
|
$3.49M
|
-$2.33M
|
3
|
0.17%
|
Reduced
|
|
|
1941
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$3.48M
|
-$165K
|
6
|
0.69%
|
Reduced
|
|
|
1942
|
Prairie Advisory
Leawood,
Kansas
|
$3.48M
|
+$3.25M
|
1
|
0.82%
|
New
|
|
|
1943
|
Sidoxia Capital Management
Newport Beach,
California
|
$3.47M
|
$0
|
1
|
2.55%
|
Maintained
|
|
|
1944
|
Csenge Advisory Group
Clearwater,
Florida
|
$3.47M
|
+$1M
|
4
|
0.14%
|
Increased
|
|
|
1945
|
Sendero Wealth Management
San Antonio,
Texas
|
$3.47M
|
+$1.14M
|
2
|
0.35%
|
Increased
|
|
|
1946
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$3.47M
|
-$3.5M
|
1
|
0.52%
|
Reduced
|
|
|
1947
|
Allied Investment Advisors
Billings,
Montana
|
$3.47M
|
-$295K
|
1
|
0.44%
|
Reduced
|
|
|
1948
|
Expect Equity LLC
Pikesville,
Maryland
|
$3.47M
|
+$431K
|
1
|
2.23%
|
Increased
|
|
|
1949
|
Hall Capital Management
Barrington,
Rhode Island
|
$3.46M
|
-$1.45M
|
2
|
1.08%
|
Reduced
|
|
|
1950
|
EntryPoint Capital
New York
|
$3.46M
|
-$1.04M
|
7
|
0.84%
|
Reduced
|
|