|
1926
|
Clearview Wealth Management
Irvine,
California
|
$222K
|
$0
|
1
|
0.14%
|
Maintained
|
|
|
1927
|
P.A.W. Capital
Greenwich,
Connecticut
|
$222K
|
+$218K
|
1
|
0.07%
|
New
|
|
|
1928
|
Optivise Advisory Services
Franklin,
Tennessee
|
$222K
|
+$220K
|
1
|
0.11%
|
New
|
|
|
1929
|
Cozad Asset Management
Champaign,
Illinois
|
$221K
|
+$220K
|
1
|
0.01%
|
New
|
|
|
1930
|
Fortitude Financial
Spokane,
Washington
|
$221K
|
+$220K
|
1
|
0.2%
|
New
|
|
|
1931
|
Heard Capital LLC
Chicago,
Illinois
|
$221K
|
-$29.3M
|
1
|
0.01%
|
Reduced
|
|
|
1932
|
Plan A Wealth
Lincoln,
Nebraska
|
$221K
|
+$523
|
1
|
0.09%
|
Increased
|
|
|
1933
|
Broadleaf Partners
Hudson,
Ohio
|
$220K
|
$0
|
1
|
0.04%
|
Maintained
|
|
|
1934
|
HORAN Wealth
Cincinnati,
Ohio
|
$220K
|
+$216K
|
1
|
0.03%
|
New
|
|
|
1935
|
QTR Family Wealth
Lake Mary,
Florida
|
$219K
|
+$171K
|
1
|
0.08%
|
New
|
|
|
1936
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$219K
|
-$33.3K
|
1
|
0.03%
|
Reduced
|
|
|
1937
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$219K
|
+$171K
|
1
|
0.08%
|
New
|
|
|
1938
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$218K
|
+$217K
|
1
|
0.03%
|
New
|
|
|
1939
|
North Star Asset Management
Neenah,
Wisconsin
|
$218K
|
+$214K
|
1
|
0.01%
|
New
|
|
|
1940
|
Panoramic Investment Advisors
Denver,
Colorado
|
$218K
|
+$217K
|
1
|
0.1%
|
New
|
|
|
1941
|
Cigna Investments
Bloomfield,
Connecticut
|
$218K
|
+$214K
|
1
|
0.03%
|
New
|
|
|
1942
|
BankPlus Trust Department
Jackson,
Mississippi
|
$217K
|
+$207K
|
2
|
0.05%
|
Increased
|
|
|
1943
|
Parsons Capital Management
Providence,
Rhode Island
|
$217K
|
+$216K
|
1
|
0.01%
|
New
|
|
|
1944
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$217K
|
+$216K
|
1
|
0.14%
|
New
|
|
|
1945
|
Cardiff Park Advisors
Carlsbad,
California
|
$217K
|
+$216K
|
1
|
0.02%
|
New
|
|
|
1946
|
Toth Financial Advisory
Leesburg,
Virginia
|
$216K
|
+$136K
|
6
|
0.02%
|
Increased
|
|
|
1947
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$216K
|
+$169K
|
1
|
0.03%
|
New
|
|
|
1948
|
Evolution Wealth Advisors
Aventura,
Florida
|
$216K
|
+$215K
|
1
|
0.03%
|
New
|
|
|
1949
|
MKT Advisors
Escondido,
California
|
$216K
|
$0
|
1
|
0.07%
|
Maintained
|
|
|
1950
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$216K
|
+$168K
|
1
|
0.07%
|
New
|
|